Finance Manager

Tate; England; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A well-established organization in Romsey is seeking an experienced Finance Manager to oversee financial operations, including budget preparation and audit processes. The role demands strong financial acumen, attention to detail, and excellent organizational skills. The company offers a competitive salary of circa £45,000-£50,000 per annum along with 25 days of annual leave, on-site parking, and a supportive working environment. This position provides opportunities for personal development and teamwork in a dynamic setting.

Benefits

25 days annual leave plus bank holidays

On-site parking

Supportive working environment

Qualifications

• AAT Level 4 (or equivalent) qualified or working towards qualification.
• Minimum of three years' experience in a similar role.
• Strong ability to manage complex financial data with excellent attention to detail.
• Highly organized with the ability to manage multiple priorities and meet deadlines.
• Self-motivated and proactive approach.

Responsibilities

• Prepare the organisation's overall annual budget.
• Complete and submit all required documentation to the General Council.
• Prepare information for the annual audit and financial statements.
• Produce accounts to trial balance for delivery to auditors/accountants.
• Prepare monthly management accounts for the Leadership Team.

Skills

AAT Level 4 qualified or working towards

Minimum of three years' experience

Strong ability to manage complex financial data

Excellent communication skills

Confident IT skills (including MS Excel)

Education

AAT Level 4 (or equivalent)

Tools

Sage

Job description

Finance Manager

Location: Romsey
Salary: circa 45,000- 50,000 per annum
Hours: Monday-Friday, 9:00 am - 5:00 pm (Hybrid working available after training)

Our client, a well-established organisation that values its employees, is seeking an experienced Finance Manager to join their team. This pivotal role will support the Leadership Team in managing the organisation's financial operations. The company offers an attractive benefits package, including 25 days annual leave plus bank holidays, on‑site parking, and a supportive working environment.

Key Responsibilities

Annual Budget Preparation

• Prepare the organisation's overall annual budget.
• Complete and submit all required documentation to the General Council.

Annual Financial Audit & Accounts

• Prepare information for the annual audit and financial statements for submission to auditors.
• Produce accounts to trial balance for delivery to auditors/accountants.
• Liaise with auditors throughout the audit process.
• Complete and submit annual accounts to the General Council.

Management Accounts

• Prepare monthly management accounts for the Leadership Team.

Other Duties

• Oversee day-to-day financial transactions in collaboration with the Delegation Treasurer, including international payments and receipts.
• Line manage Finance Assistant(s).
• Support medium‑ and long‑term financial planning.
• Ensure accurate preparation of community accounts.
• Oversee outsourced payroll activities.
• Ensure compliance with commission finance requirements and reporting.
• Assist with insurance renewals and claims.
• Support administration of the investment portfolio.
• Reconcile all bank accounts monthly and annually.
• Undertake any other relevant duties as required.

You will need

• AAT Level 4 (or equivalent) qualified or working towards qualification.
• Minimum of three years' experience in a similar role.
• Strong ability to manage complex financial data with excellent attention to detail.
• Highly organised with the ability to manage multiple priorities and meet deadlines.
• Excellent communication skills and ability to work collaboratively and independently.
• Self‑motivated and proactive approach.
• Confident IT skills, including MS Excel; experience with Sage is advantageous.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.