/ Job Description: Finance Advisor
Salary: £16,181 (+10% Pension)
Special Terms: Permanent (subject to funding)
Accountable to: Office Manager
Accountable for: Volunteers

Role Summary

The Business Support function within LGBT Foundation is critical to the ongoing success and day to day operation of all our services and projects. The Finance Advisor follows the established finance framework of processes and procedures to ensure the finance function runs smoothly and effectively. The post-holder works with Staff and Volunteers at all levels within the organisation and ensures they are supported and advised with expenses, invoicing, petty cash, payment authorisation and reconciliation.

They also work closely with the Office Manager to ensure the HR function is fully supported. Recruitment and Absence processing is kept up to date, Sickness levels are inputted and monitored, and Venue Hire customers are invoiced promptly.

  • Support financial processes across the organisation.
  • Process financial transactions timely and ensure the integrity of the Sales Ledger and Purchase ledger
  • To display a professional service approach to internal and external customers.
  • To build and maintain positive relationships, both internally and externally.
  • Support the HR function within the Organisation with the Office Manager.

Role Accountabilities

Financial Processes

  1. Process all staff and volunteer expenses in an accurate and timely manner
  2. Ensure all train and hotel bookings for all staff and volunteers in an accurate and timely manner
  3. Manage petty cash transactions and reconciliations.
  4. Support the Finance functionby processing Accounts Payable transactions.
  5. Periodically support of the finance function when providing information to calculate Payroll
  6. Raise sales invoices when required and post to the sales ledger
  7. Obtain approval for purchase invoices and post to the purchase ledger
  8. Maintain customer and supplier accounts.
  9. Respond to internal and external customer enquiries regarding sales invoicing
  10. Receive and accurately record bank, cheque and cash payments received
  11. Support the processing of spending money forms and other expenditure
  12. Complete daily Bank Reconciliations, posting relevant payment and income transactions and clear aged items.
  13. Support with credit card reconciliations, where required.
  14. To conduct credit Control calling and highlight key concerns to Finance Subcommitteeregarding debtors.

HR Processes

  1. Support with the Recruitment & HR function with the Organisation.
  • Posting job descriptions and job adverts into our website
  • Correspondence with applicants at all stages of the recruitment process.
  • Supporting the interview process with correct printing and filing of applications.
  • Ensuring new starter documentation and offer letters are sent and received.
  • Maintaining accurate Personnel records with the HR system and Payroll,
  1. Support with the Sickness and Absence procedure.
  • Triggering and creation of Return to Work documents.
  • Following a tight system of ensuring RTW documents are returned, inputted and filed in line with policy andprocedures.
  • Assisting the Office Manager with analysis and breakdown of quarterly figures.

LGBT Foundation Accountabilities

  • Completion of specific tasks allocated through work plans, project plans and the annual business plan of the LGBT Foundation.
  • Provision of monthly information (accurate data and informative commentary) within your areas of responsibility for performance management purposes
  • Compliance with the LGBT’s policies, procedures, management and monitoring systems.
  • Display a genuine commitment to equality of opportunity and an understanding of the issues faced by LGBT communities.
  • In common with all staff, you have a responsibility for your own personal and professional development and training, and for drawing attention to your own training needs as well as those of colleagues that you work with. We are a learning and development organisation and will consistently provide and support opportunities for staff to exceed theirs and our expectations.
  • Any other duties commensurate with the skills and abilities of the post holder as directed by your line manager.
  • All staff are expected to maintain a flexible approach to their roles and respond to the LGBT Foundation’s changing needs. The responsibilities of this post may be changed subject to review, over a period of time. This will be done in consultation with the post holder.

Person Specification

Essential Elements

Qualifications & Skills

  • Is in the earlystages of studying either a finance degree or a professional accounting qualifications (including CIMAor AAT)
  • Strong ICT skills with knowledge, understanding and ability to exploit the functions of Microsoft Excel.
  • 5 GCSEs grades A* - C including English and Maths

Experience

  • Previous administration experience
  • Excellent written or oral communication skills and can demonstrate experience of translating numeric data into headlines/key messages
  • Excellent personal, planning and time management skills.
  • Ability to deliver accurate results to set timescales
  • Experience of working as part of a team and developing good working relationships.
  • Can communicate effectively and positively with fellow LGBT Foundation team members or external customers.

Knowledge & Understanding

  • A demonstrable commitment to equality of opportunity and an understanding of the issues faced by LGBT communities.

This role, in common with all staff at the LGBT Foundation, will be expected to display a range of competencies specific to their grade and area of work. These will be measured during annual performance appraisals, and there will be an expectation that staff will be able to evidence the ways in which they have met these competencies over the course of the year.

Desirable

Qualifications & Skills

  • Experience of maintaining a Sales Ledger, ideally QuickBooks
  • Experience of analysing financial information and performing ratio analysis
  • Strong understanding of the principles of Double Entry accounting
  • Some presentation skills may be required from time to time.
  • Experience of working with small business accounting packages ideally Quickbooks including the sales, purchase ledgers and bank reconciliations
  • Demonstrates a good understanding of charity VAT

Terms and Conditions

(i)Hours – 37 per week, with an expectation of some evening and weekend work

(ii)Annual Leave – 25 per annum plus Bank Holidays, rising to 30 after 5 years’ service (pro rata where appropriate)

(iii)Probation Period – Post subject to successfully completing a 6 month probationary period

(iv)Employer’s contributory pension – 10% of annual salary.