Financial Systems and Accounts Supervisor

Phyllis Tuckwell Memorial Hospice Ltd; Tollard Farnham; On-site; GBP 32,000; Full time

Job summary

A compassionate charity organization in Tollard Farnham is seeking a Financial Systems and Accounts Supervisor to ensure efficient finance operations. This varied hands-on role includes leading finance projects, preparing month-end accounts, and supporting the finance team during peak times. The ideal candidate will hold relevant qualifications and possess strong financial management skills. This role offers a competitive salary and opportunities for professional growth.

Benefits

Phyllis Tuckwell Group Personal Pension Plan (matched contributions up to 7.5%)

Employee Assistance Programme

Skill Development and Training

Diverse Training Courses

Qualifications

• Experience managing strong financial controls.
• Ability to provide succinct management reports alongside monthly accounts.
• Familiarity with charity finance, VAT, and Charity SORP.

Responsibilities

• Lead finance-related projects and deputize for the Head of Finance.
• Prepare month-end journals and balance sheet reconciliations.
• Manage the access and authorizations processes for accounting systems.

Skills

Strong financial and management accounting experience

Intermediate Excel skills

Knowledge of Gift Aid

Excellent communication skills

Highly organized

Education

MAAT or part-qualified ACA/ACCA/CIMA

Tools

Microsoft Business Central

Accounting software

Microsoft Office

Job description

Financial Systems and Accounts Supervisor

Salary: £32,000 per annum WTE based on 37 hours

Wouldyou like to be part of an organisation that is dedicated to caring for the localcommunity?

We are seeking a proactive accountant with good IT skills toensure our finance systems operate efficiently and effectively. This is avaried, hands-on role supporting the whole Finance Team, particularly duringperiods of peak activity, to ensure the department continues to run smoothly.

Key Responsibilities

• Act as system lead for Microsoft BusinessCentral, our accounting system, and the other systems used by the Finance Team.
• Prepare month-end journals, balance sheetreconciliations and support year-end accounts and audit.
• Be responsible for restricted funds accountingand support Gift Aid processes.
• Provide cover for Sales, Purchase Ledger andIncome Supervisors as required.
• Lead finance-relatedprojects and deputise for the Head of Finance when needed

About You

• A successful Financial Systems and Accounts Supervisor will:
• Be MAAT or part-qualified ACA/ACCA/CIMA, with strong financial and management accounting experience.
• Be confident working with accounting systems (ideally Microsoft Business Central) and intermediate Excel skills.
• Have knowledge of Gift Aid and an understanding of charity finance and SORP (desirable).
• Be highly organised, collaborative and flexible, with excellent communication skills and a can-do attitude.

Main duties of the job

For a full list of essential requirements, please refer to the job description and person specification document.

This is an excellent opportunity for someone who enjoys variety, systems improvement and working closely with colleagues across an organisation with a strong service ethos.

We Offer:

• Phyllis Tuckwell Group Personal Pension Plan (matched contributions up to 7.5%)
• Employee Assistance Programme
• Blue Light Discount Card
• Leadership Development
• Skill Development and Training
• Project-Based Learning
• Professional Growth
• Upskilling
• Coaching
• Diverse Training Courses

A Great Place to Work

• Flexible hours and flexible working
• Supportive colleagues
• 97% of our staff are proud to work for Phyllis Tuckwell*

*Phyllis Tuckwell Birdsong Hospice staff survey 2023

We are based in Farnham, Camberley and Guildford, and provide bespoke, compassionate palliative and end of life care for people living with an advanced or terminal illness, across West Surrey and North-East Hampshire.

About us

Phyllis Tuckwell is a very special place to work. Our staff make a real difference to the livesof our patients and their loved ones, providing outstanding care at a time thatreally matters. Our Finance team membersare pivotal in helping deliver our vital services, ensuring every day isprecious for our patients.

The impact of our services on the lives of our patients and theirfamilies can be read about here:

https://www.pth.org.uk/our-care/helpful-information/patient-stories/

We are committed to creating a diverse and inclusive culture, with theprinciples of fairness and equality at its core. We are an equalopportunities employer, who values and respects our employees uniqueknowledge, skills and experiences. We warmly welcome applications fromall sections of the community. All appointments are made following a fairand equitable process, based on merit, job requirements and business need.

For furtherinformation or to arrange an informal visit please contact DebMcQuillan, Head of Finance, on [e-mail] or Vanessa Evans, Finance Manager vanessa.evans@>

Interviews to be held: W/C 19th January 2026.

We reserve the right to close the role ahead of the closing date shouldsufficient applications be received.Please note that we do not hold a sponsor licence and thereforeare unable to provide sponsorship.

This postis subject to a Standard Disclosure and Barring Service check.

NO MEDIA OR AGENCIES

Job responsibilities

POST: Financial Systems andAccounts Supervisor

RESPONSIBLETO: Head of Finance (HoF)

TO BE

JOB PURPOSE: To ensure the financesystemsoperateefficiently and effectively, acting as deputy to the Head of Finance, andresponsibility for supporting the whole Finance Team by understanding theirroles and helping out at times of peak activity thereby ensuring the FinanceDepartment continues to operate effectively.

In this role, no two dayswill be the same, but each month activities will include:

1.1.Manage the access and authorisations processes, with our MicrosoftBusiness Central (BC) accounting system.

1.2.Build and amend reports for the BC system.

1.3.Bethe Technical Lead for our Amazon account, which many colleagues access andthrough which we purchase many small items.

1.4.Produceend of month journals to ensure all retail income and costs are recorded on thecorrect accounting codes, and Amazon and other centralised purchasing invoicesare split correctly across our business.

1.5.Coverthe day-to-day work of the Sales and Purchase Ledger Supervisor, and the IncomeSupervisor when they are on leave, and dealing with their urgent issues on thedays they dont work.

1.6.Manageand account for restricted income and costs ensuring restricted expenditureistracked.

1.7.Supportthe Finance Assistants (FAs) when Fundraising departments activities result inpeaks in income streams. Help with processing daily batches when the FAs are onleave ensuring that donors can continue to be thanked quickly incollaboration with income supervisor.

1.8.Supportthe financial year end and statutory audit process, preparing data schedulesfor presentation to the external auditors.

1.9.Supportthe gift aid process in conjunction with our team of volunteers.

1.10. Prepare balance sheet reconciliationsfor the Head of Finance managing the Balance Sheet.

1.11. Lead departmental project work currentprojects include new expenses, gift aid, and income payment processing.

2.0 Managerial

2.1Deputise for the Head of Finance when required.

2.2Adopt, engender and develop a service ethos within and across thefinance department that regards others within PT as its customers.

2.3Ensure goodrelationships are fostered and maintained within and across the organisationand external agencies.

2.4Be familiar withall guidelines and regulations relevant to the running of PT and ensure theyare met at all times.

2.5Understand andkeep up to date with regulatory and statutory requirements relating to charity finance.

3.0 Training and Development

3.1Maintain own professional development and keep up-to-date with advancesand changes in practice and research.

3.2 Identify appropriate personal developmentneeds and agree with the Head of Finance so as to keep up to date with therange of professional and personal skills required by the post.

3.3 Upon completion of probation, trainingsupport may be available for this role via the Apprenticeship Levy scheme.

4.0 Safeguarding, Equality, Diversity andInclusion

4.1 Role holders are required to understandtheir responsibilities in the safeguarding context, ensuring that Phyllis Tuckwell reduces the risk of harm or abuse of adults and children at risk.

You are required to:

• adhere to Phyllis Tuckwells Safeguarding Policy (held on the NEST),which supports the local authoritys multi agency safeguarding policy, the law(Care Act 2014) and Mental Capacity Act 2005 (including Deprivation of LibertySafeguards).
• inform the appropriate PT professional where there is concern that anadult or child may be at risk of harm, abuse, or neglect.

Phyllis Tuckwell is committed to anEqual Opportunities approach, valuing, and respecting everyone as individuals,with diverse opinions, cultures, lifestyles, and circumstances.

This job description is underpinned by PhyllisTuckwells philosophy, culture, and core values, which actively embracediversity and inclusion and promotes total team spirit.

This job description iscurrent and subject to yearly review in consultation with the jobholder.It is liable to reflect and anticipate necessary changes to support the PTstrategy.

Person Specification

Qualifications

• MAAT or part qualified ACA, ACCA or ACMA
• Evidence of continuing professional development

Team Working

• Ability to work as part of a team
• Ability to work on own and/or on own initiative
• Ability to work with colleagues to improve service delivery

Relationships and Communication

• Excellent communication and interpersonal skills
• Evidence of clear, concise recording of work
• Flexible approach and can-do attitude

Experience

• Financial and Management accounting experience
• Proven experience of understanding and managing strong financial controls
• Strong financial and analytical skill set with ability to provide succinct management reports alongside monthly accounts
• Working knowledge and experience of gift aid
• Extensive experience of use of computerised systems, including specialist accounting packages & Microsoft Office packages
• Experience of Microsoft Business Central (ledger package) or similar systems
• Preferably some knowledge/understanding of charity sector and charity accounting, including VAT & Charity SORP

Management

• Able to communicate effectively with a wide range of people
• Strong planning, organisation and project management skills
• Flexibility in relation to workload and ability to work under pressure

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

£32,000 a year(WTE based on 37 hours per week)