Senior Finance Officer

Trial Balance; Newquay; Hybrid; GBP 33,000 - 38,000; Full time

Benefits offered by this job

Hybrid working

Development opportunities

Job summary

Trial Balance in Newquay offers a Senior Finance Officer role with hybrid working and a salary range of £32,500–£37,500. You’ll maintain day-to-day finance operations and help shape controls and processes across the organisation.

You’ll prepare budgets, manage monthly accounts and cashflow, assist payroll and VAT, and liaise with external providers. Strong Excel and Microsoft 365 skills are preferred; Power BI, CRM and EPOS experience would be a bonus.

Qualifications

• Solid accounting foundations and experience with financial systems.
• Strong Excel and Microsoft 365 skills preferred.
• Experience in charity finance, VAT partial exemption or management reporting is a plus.

Responsibilities

• Prepare annual budgets and monitor performance throughout the year.
• Produce monthly management accounts, cashflow, KPIs and insights.
• Handle bank reconciliations, ledgers and fixed asset registers.
• Support payroll and liaise with external providers.
• Complete VAT returns and ensure compliance.
• Support retail operations with EPOS and coding accuracy.
• Help refine and enhance financial systems and digital tools.

Skills

Excel proficiency

Communication skills

Independent working

Detail-oriented

Proactive mindset

Education

AAT Level 4

Tools

Power BI

CRM systems

EPOS

Job description

Senior Finance Officer -Newquay -£32,500–£37,500 + Hybrid working

If you’re looking for a role where you can make a real differenceandwork with a genuinely supportive leadership team, this one’s well worth a look. Trial Balance know this department well having been involved in bringing their current finance lead onboard, so we can honestly say you’ll be joining a team that values collaboration, ideas and good people.

This is a varied, hands-on position where you’ll keep the day-to-day finance running smoothly, whilst getting involved in shaping controls, improving processes and supporting decision-making across the organisation.

Key responsibilities will include:

• Preparing annual budgets and monitoring performance throughout the year
• Monthly management accounts, cashflow, KPIs and clear financial insight
• Bank recs, ledgers, fixed asset registers
• Supporting payroll and liaising with external providers
• VAT returns and compliance requirements
• Supporting retail operations with EPOS and coding accuracy
• Helping refine and enhance financial systems and digital tools

You’ll be confident in your accounting foundations and possess experience using a range of financial systems. Strong Excel and Microsoft 365 skills would be preferred, along with the ability to work independently, stay organised and communicate clearly across the business. If you’ve picked up AAT Level 4 or have experience in charity finance, VAT partial exemption, management reporting, or tools like Power BI, CRM systems or EPOS, that’s a real bonus.

Beyond the technical side, you’ll thrive if you’re proactive, curious and detail-focused, with a positive approach and a genuine interest in continuous improvement. The team really warms to people who enjoy getting stuck in, share ideas and who take pride in delivering accurate and meaningful financial work.

In return you’ll be joining a friendly and supportive team culture, where development is encouraged and hybrid working offers a healthy bit of flexibility. It’s a role where you can grow your skills, influence better ways of working and contribute to something that feels genuinely meaningful.