Finance Officer

Fife Historic Buildings Trust; Kinghorn; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading charity organization is seeking a Finance Officer to manage financial activities, ensuring sound financial control. The role involves budget preparation, financial reporting, and liaising with various stakeholders. This position offers flexible working arrangements and the chance to contribute to heritage conservation projects.

Benefits

33 days paid leave

Auto enrolment in NEST pension scheme

Flexible working arrangements

Qualifications

• Experience in accountancy and charity finances.
• Ability to prepare VAT returns and claims.
• Experience with financial management of grant funding.

Responsibilities

• Processing payments and managing payroll.
• Preparation and submission of quarterly VAT returns.
• Compiling draft Trust annual accounts and preparing audit file.

Skills

Attention to Detail

Communication

Teamwork

Initiative

Education

HNC/HND in Accounting

Professional qualification in CCAB member body

Tools

XERO

Job description

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Holiday Lettings and Marketing Consultant

JOB TITLE: Finance Officer – Full time or job share

ORGANISATION Fife Historic Buildings Trust (FHBT)

LOCATION: KINGHORN, FIFE & HOMEWORKING The post is based in Fife at the FHBT office at Kinghorn Town Hall – with the opportunity for some flexible homeworking

STATUS: Permanent

HOURS: This job is available part time (including as a job share) or full time (36 hours per week). If you are not applying for the full time post, please indicate in your application the hours you are available.

RESPONSIBLE TO: FHBT Manager

RESPONSIBLE FOR: Control of FHBT financial systems and administration, inc co-ordination of budget setting/monitoring, annual accounts, and some grant claims.

PROFESSIONAL QUALIFICATIONS: HNC/HND in Accounting or equivalent - professional qualification in CCAB member body preferred

Main Functions

This is a crucial FHBT post, to support the FHBT Manager via the co-ordination, administration and control of FHBT finances relating to all FHBT activities, projects and properties. The post will have responsibility for:

I. working with the FHBT Manager and others to develop the FHBT budget

II. provision of monthly financial statements and quarterly forecasts

III. keeping Trust Accounts during the year, and compiling year-end accounts/audit file annually

IV. supporting FHBT grant applications and claims

V. the development, implementation and ongoing review of financial/administrative systems to ensure efficient and effective working practices.

The post is based at the FHBT office in Kinghorn, with some time at FHBT properties/projects across Fife, or to attend in person meeting/training, and some flexibility to work from home.

About FHBT

We are an independent Buildings Preservation Trust formed in 1997 – a charity (SC026043) and a company limited by guarantee (SC173262). Our mission is to create viable futures for heritage buildings and their communities by inspiring and enabling visionary conservation projects across Fife. Fife has a particularly rich and varied heritage with over 6,200 listed buildings and 48 conservation areas. We have helped deliver over £50m in historic environment regeneration projects in Fife, supporting town centres, businesses, tourism and local communities.

• We manage projects to conserve historic buildings at risk, ensuring that they have a renewed practical purpose, long term caring owners and a viable future.

• In our education and engagement programme we share and foster conservation practices and skills, as well as helping communities to appreciate their local heritage.

• We have a small portfolio of historic properties, which we actively maintain as workspaces and holiday lets. Our office is in Kinghorn, Fife.

We are a small team of staff, volunteers and Board members. We offer the real Living Wage as a minimum. Find out more at www.fifehistoricbuildings.org.uk

Job Activities

We are recruiting for a charity finance professional to co-ordinate the financial activities of FHBT. Sound financial control underpins all the great work we do, and this is an opportunity to bring your experience to join a welcoming and high achieving team, and play your part in our work for people and historic places in Fife.

1. Processing payments to and from FHBT – invoices, credit card payments, direct debits, online banking, etc.

2. Liaison with Fife Council Bureau Payroll team to ensure their smooth management of FHBT payroll.

3. Liaison with NEST and any other pension scheme to ensure appropriate employer/employee pension contributions made.

4. Day-to-day bookkeeping in XERO to trial balance level – inc weekly/monthly updates of all postings and reconciliations.

5. Preparation and submission of quarterly VAT returns.

6. Day-to-day co-ordination of FHBT supplies and of utility and service accounts – e.g. fuel, water, telecoms, service agreements, insurance, IT, office supplies, etc.

7. Regular monitoring of Trust finances and preparation of a monthly financial statement on Trust activities for the FHBT Manager; plus quarterly updates/forecasts for the FHBT Board/Treasurer.

8. Working with FHBT Manager and colleagues to prepare and monitor FHBT’s annual budget and longer-term 5-year financial plans, including capital budgets and cashflow projections.

9. Working with the FHBT Manager to monitor FHBT’s investments and reserves.

10. Working with colleagues to support grant applications and claims.

11. Compiling draft Trust annual accounts and preparing audit file - liaising with the FHBT Manager, Treasurer and Trust external accountant/auditors.

12. Ensuring annual accounts are submitted timeously to OSCR & Companies House, along with other updates required (e.g. trustee changes / annual returns).

13. Adhering to all appropriate financial regulations relating to FHBT activities.

14. Working with the FHBT Manager to implement, review and develop all FHBT financial systems to ensure efficient and effective working practices.

15. Working alongside the Holiday Letting & Marketing Officer and FHBT Manager to ensure the sound financial management of Trust holiday lets and business property.

16. Support the FHBT Holiday Letting & Marketing Officer to monitor holiday let bookings – principally back-up during annual leave.

17. Comply with FHBT’s Health & Safety at Work Procedures and any relevant legislation, and to ensure that safe systems of work are used at all times.

18. Comply with FHBT’s approved policies and procedures.

19. Carry out any other duties and responsibilities as may be required by the FHBT Manager.

Person Specification

We are especially looking for a candidate with experience in accountancy and charity finances. This is a varied role with a high level of personal accountability, offering the right candidate the opportunity to make a real contribution to the sound management of FHBT charitable finances, and ultimately to historic buildings and communities across Fife. If you feel you can offer some or all of the attributes listed here, we want to hear from you.

Experience of recommended accounting practice relating to public bodies and to charities as published by the regulators. Experience of financial management, control and reporting for a small charity, or demonstrable equivalent experience of:

• establishing, maintaining and monitoring financial systems

• budget preparation, monitoring and control

• monitoring and preparing accounts information, preferably for OSCR and/or Companies House

• preparing and presenting financial reports

• developing financial policies and procedures

HNC/HND in Accounting or equivalent – professional qualification in CCAB member body preferred.

Experience and strong understanding of preparing VAT returns/claims.

Experienced user of XERO – or ability to learn.

Working knowledge of online banking systems.

Methodical worker with attention to detail.

Ability to work on own initiative.

Ability to work as part of a small team with a positive “can do” approach to provide a friendly and efficient service to internal and external contacts.

Excellent verbal and written communication skills.

Ability to maintain confidentiality.

Experience of financial management of grant funding / grant claims.

Experience of the financial management of social enterprises, e.g. business planning.

Full driving licence and use of own vehicle.

An interest in the conservation of built heritage.

Hours: 36 hours per week, Monday – Friday. Generally office hours 9am to 5pm. We would also consider applications for job share and/or flexible working.

Holidays: 33 days paid leave each year inc public holidays

Pension: Auto enrolment in the NEST pension scheme, with an employer contribution of 5%.

Probation: The successful candidate will be asked to serve a 3-month probationary period to ensure there is a good fit between the organisation and the post holder. Subject to the outcome of a performance review after 3 months, the appointment will be confirmed.

How to apply

Please send one document including your CV, a short statement outlining the attributes, skills and experience you feel you could bring to this key role at FHBT; and if you would like to apply on the basis of a job share, please also include brief information on your proposed approach, for discussion if shortlisted. Please also let us know how you found out about this vacancy / where you saw it advertised.

We look forward to receiving your application. Please send to: Lorraine Bell – FHBT Manager, [e-mail] (who is also happy to be contacted with any queries prior to application). Deadline – 5pm on Tuesday 20 May 2025. Fife Historic Buildings Trust gratefully acknowledges the support of Fife Council, Historic Environment Scotland and National Lottery Heritage Fund to fund this post.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Non-profit Organization Management

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