Finance Officer

People First; Truro; Hybrid; GBP 28,000 - 34,000; Full time

Job summary

ShelterBox Headquarters in Truro is recruiting a Finance Officer to join the Financial Accounts team. You will maintain financial records, process invoices and payroll, and contribute to month-end and year-end reporting in a busy charity environment.

Hybrid working with a mix of office and home is offered; weekly office attendance in Cornwall is required. AAT qualification or equivalent experience is preferred.

Qualifications

• Experience in working in a finance team.
• Excellent attention to detail and knowledge of finance processes.
• Strong organisational skills and good communication.

Responsibilities

• Maintain the charity's financial records ensuring compliance with processes and legal requirements.
• Process invoices, bank payments and payroll; assist with month-end and year-end tasks.
• Support gift aid, journal postings, and reconciliation activities with the team.
• Manage cashflow inputs, fixed asset register and dimensions/project updates.
• Provide financial information requests and support for audits.

Skills

Attention to detail

Organisational skills

Communication

Education

AAT qualification

Job description

Whichever job you take on at ShelterBox, you will be working towards a world where no family goes without shelter after disaster.

Our team are the foundations of ShelterBox. They create a framework in which we are able to transform lives.

You would be joining ShelterBox at an exciting time of growth, helping us to continue to maximise both our reach and the impact of our work. Our team is full of positive, people focused individuals with a real passion for our cause.

Do you have the skills, personality and ambition to help us write our next chapter?

Grade: 5

Salary: £30,994 per annum

Position type: Full Time, Permanent, 37.5 hours per week. (Flexible working considered)

Direct reports: None

Location: ShelterBox HQ, Truro, Cornwall (Hybrid working with a mix of office and home) This role requires weekly attendance at the office in Truro therefore is only suitable for people living in Cornwall.

ROLE PURPOSE:

A key member of the finance and financial accounts teams, supporting colleagues and the wider charity by taking responsibility for maintaining elements of the financial records of the charity.

Ensuring compliance with technical and legal requirements, safeguarding the assets of the charity.

Generating data that will allow for informed decisions to be made, maximising the impact that the charity can achieve for people effected by disasters.

WHO ARE WE LOOKING FOR?

We are looking for an experienced finance professional to join our busy team and to help provide a great finance service. You will have excellent attention to detail, good knowledge of finance processes and work well as part of a busy team. Having great organisational skills, you will be able to manage multiple tasks at the same time, work proactively and be a good communicator.

You will have experience in working in a finance team. Main core duty will be maintaining the purchase ledger. Shared tasks will be expected for payroll (training will be given). The individual may hold AAT qualification or be qualified by experience.

We encourage innovation and new ideas and would welcome you sharing your experience with us, to further develop our team.

This will be an exciting time to join the organisation as we have just implemented new systems, for payroll, expenses and finance.

This is an opportunity to join a friendly and vibrant organisation.

DUTIES WILL INCLUDE BUT NOT BE LIMITED TO:

• As part of the Financial Accounts team (two Finance Officers and the Financial Controller) take a share of the responsibility for maintaining the financial records of the charity, ensuring compliance with processes and technical and legal requirements, and safeguarding the assets of the charity.
• Provide support to internal and external stakeholders in operating or using/getting benefits from the outputs from your areas of responsibility.
• Processing and payment of invoices and bank transfers, including foreign and urgent payments.
• Processing of donations from journals generated from the CRM system, reconciling to bank receipts, and resolving any queries or discrepancies in collaboration with the Supporter Care team.
• Bank and petty cash recording and reconciliation. Including bank account reconciliation on a weekly basis, petty cash and foreign currency. Submission of bank reconciliations for approval by Financial Controller.
• Enter expected cash outgoings into weekly cash flow document.
• Credit Card and Expense Claims (detailed below)
• Process Payroll (detailed below)
• Purchase and sale of foreign currency as discussed with Financial Controller.
• Monthly gift aid submission including generation of Gift Aid submissions, complete pre-claim checks, submission and reconciliation to receipts from HMRC. Submission of draft gift aid submission for approval by Financial Controller.
• Month End - (detailed below)
• Year End – As instructed by the Financial Controller generate reports and information to support preparation of annual report and audit file. Answer audit queries provided by the charities auditors.
• Maintenance of the organisation’s fixed asset register, posting journals for depreciation, acquisitions and disposals.
• Monitoring of finance inbox and support organisation with requests for financial information.
• Provide Support to organisation with procurement and purchase ledger system Focal point.
• Update projects/funds on Dimensions.
• Maintaining accounting records for our subsidiary company, ShelterBox Trading.

Credit Card and Expense Claims

• Maintenance of the Company Credit cards, submitting requests for new cards, adjusting credit limits and cancelation of cards.
• Download credit card transactions and upload to Continia Expense system and submit to credit card holders for completion of expenses.
• Review, approve and post to finance system credit card expenses and claims for expenses using Continia expense system.
• The issuing and reconciliation of cash advances for ShelterBox Response teams.
• Provision of new credit cards for Staff/ShelterBox Response team’s and deal with any issues.

Payroll

• Processing the monthly payroll with information provided by HR Department using Payroll Software and initiating payment and payslips to staff.
• Monthly submission of payroll reports to HMRC and process payment of PAYE, NI and student loans to HMRC.
• Maintenance of the company pension scheme, uploading details of monthly contributions. Dealing with issues and queries around this.
• Monthly reconciliation of payroll control accounts.
• Providing support to the HR team around pay, pension, loans etc

Month End

• Assist with timely month end process by completing work to meet monthly deadlines.
• Monthly reconciliation of income between CRM and Dimensions.
• Produce month end reconciliations for approval by Financial Controller.

Special Projects

• Provide support to the Finance Team Managers and Director of Finance including undertaking special projects as requested.
• Providing financial team support on cross departmental projects as required.

Other responsibilities

• Any other duties as required which are deemed appropriate to the level and grade of the post.

ShelterBoxis an equal opportunity and affirmative action employer whereby we do not engage in practices that discriminate against any person employed or seeking employment based on race, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, marital status, physical or mental disability, protected status, or any other characteristic protected under applicable law

At ShelterBox we are committed to safeguarding and protection of children and vulnerable people in our work.We will do everything possible to ensure that only those who are suitable to work with children and vulnerable people are recruited to work with us.

Successful applicants will also be required to apply for and hold a valid DBS check.

Please download to view supporting documents below.

Finance Officer Job Pack Oct 2026.docx

Family Friendly Policies Life Assurance Volunteering day

[phone]