Finance Manager

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

Job summary

A well-established organisation in Romsey seeks an experienced Finance Manager to support financial operations. Key responsibilities include budget preparation, annual audits, and preparing management accounts. The ideal candidate will have AAT Level 4 qualification or equivalent, plus at least three years' experience. An excellent benefits package is offered, including hybrid working after training.

Benefits

25 days annual leave plus bank holidays

On-site parking

Supportive working environment

Qualifications

• Minimum of three years' experience in a similar role.
• Strong ability to manage complex financial data.
• Highly organized with the ability to manage multiple priorities.

Responsibilities

• Prepare the overall annual budget.
• Prepare information for the annual audit.
• Produce accounts to trial balance.

Skills

AAT Level 4 or equivalent qualification

Experience in financial data management

Attention to detail

Excellent communication skills

Proactive approach

IT skills, including MS Excel

Education

AAT Level 4 qualification

Tools

MS Excel

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 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.