Volunteer Fabulous Finance Team Lead needed, including Monitoring, Mentoring and Reporting using Xero

What will you be doing?

You will monitor and report on our Projects (within Xero) and overall financial position, including Quarterly Reports to trustees and regular discussions with our volunteer CEO. We want to have robust financial procedures - will you help us to achieve this? You will:

Review and suggest improvements to our Financial Processes. Mentor the other members of the volunteer Finance Team, growing their skill set and our charity's resilience. Work asynchronously with the volunteer CEO via Teams to update her on any issues or concerns. Meet online via Teams with our volunteer CEO once a week initially, decreasing to monthly as you become more familiar with our systems and processes, and as they are refined/improved. Ensure that the members of the volunteer Finance Team are each completing their weekly tasks reliably and accurately. Ensure that bills are paid promptly by the team. Report to the Quarterly Trustees meeting ensuring that trustees receive the financial information that they require to carry our their responsibilities.

Reporting will include:

Performance versus budget and / or forecast Free reserves Financial position of each Project (we have Projects in Xero and you can use this to produce a Project Financials Report)

Annual Accounts preparation and presentation to Trustees at the end of each Financial Year (31 March) using Xero and the 'Receipts and Payments' basis. Liaising with our Independent Examiner by providing draft annual accounts, any information he requires and supporting his examination as needed.

What are we looking for?

Qualities we are looking for

Passion for making a difference in people's lives by using your skillset to support our small charity Self-motivated Able to work on your own initiative Able to lead a small team (3 other volunteers at the moment) Excellent communicator in various modes, eg Teams call, Teams chat, reports Thorough & Committed Reliable & Consistent Good time management

You will have the following skills and experience (ideally):

Have 3 years' experience of working in finance. Proficient in using Xero or comparable financial software systems. Proven track record in managing accounting functions and delivering accurate financial reports. Demonstrated experience in the preparation of financial statements and reports. Experienced in monitoring project expenditure. Skilled in supervising others’ work.

  We are a very small charity and this will always be a volunteer role so please bear this in mind when applying. 

What difference will you make?

You will have a big impact on our small charity! You will:

Improve our systems and processes to ensure that they are efficient and effective You will build capacity within our Finance Team and free up our volunteer CEO to do her strategic work Enable trustees to have a clear overview of our financial position