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Finance officer

Kendal
THE OAKLEA TRUST
Finance officer
€26,462 a year
Posted: 22 May
Offer description

Are you ready to apply? Make sure you understand all the responsibilities and tasks associated with this role before proceeding.

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

As well as knowing that what we do is making a positive difference to people’s lives, you will receive fair pay and have access to a wide range of rewards and benefits as one of our employees:

* 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 program for advice and support
* Long service award scheme
* Access to foundation and bespoke training and development


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. This 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).


Why join us

* Be part of a small, collaborative, and supportive finance team.
* Work for an amazing charity that’s making real change in communities.
* Make a meaningful contribution while developing your finance career.
* A great environment where your ideas and input are valued.

If you're ready to bring your finance skills into a role with purpose, we'd love to hear from you.

Apply now and help us make a difference.

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