Oaklea Trust is recruiting for a Finance Officer.
Finance Officer
Location: Hybrid/Office based in Kendal, Cumbria, LA9 6SA
Salary: £26,462.80 pro rata, per annum
Contract: Permanent
Hours: 24 hours per week
Advertising End Date: Friday 5th June 2026
Benefits
* 33 days holiday (pro rata including bank holidays) increasing with long service.
* Pension contributions into NEST Scheme.
* Opportunities to undertake qualifications related to the role.
* Private Health Care scheme funded by Oaklea.
* Free access to round the clock employee assistance programme for advice and support.
* Long service award scheme.
* Access to foundation and bespoke training and development.
* Be part of a small, collaborative, and supportive finance team.
* Work for an amazing charity making real change in communities.
* Make a meaningful contribution while developing your finance career.
* A great environment where your ideas and input are valued.
About the Role
The main focus of the role is to perform day-to-day accounting and administrative support within the Finance Department, with a focus on banking, purchase ledger and sales ledger.
This is a great opportunity for someone with solid finance experience who wants to make a difference and work in a positive, people-centred environment. It is a hybrid role working flexibly in our head office in Kendal and from home.
Key Responsibilities
* Process transactions across cash, sales, and purchase ledgers, ensuring accuracy and timeliness.
* Maintain accurate sales and purchase ledger balances and liaise with external stakeholders where necessary.
* Prepare payment runs and ensure timely authorisation of invoices.
* Assist with the preparation and posting of monthly journals, including accruals and prepayments.
* Assist with monthly Balance Sheet reconciliations.
* Collaborate with managers to ensure accurate document processing.
* Assist with accruals, prepayments, and intercompany transactions.
* Support the Finance Director and Senior Finance Officers in preparing month‑end and management accounts.
* Provide general support to the finance team and operational teams with day‑to‑day duties.
Skills and Experience
* Previous experience in a similar finance role undertaking banking, purchase ledger and sales ledger tasks.
* Able to work independently and as part of a team.
* Quick learner with strong analytical thinking.
* Competent Excel user.
* Accounting qualifications (AAT or similar) are a bonus, but not essential.
* Training and development opportunities may be offered.
* An Enhanced DBS will be required for each successful candidate (paid for by Oaklea, T&Cs apply).
If you’re ready to bring your finance skills into a role with purpose, we’d love to hear from you.
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