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Finance manager

Leatherhead
Permanent
Finance manager
Posted: 20h ago
Offer description

Hiring: Wates Family Enterprise Trust Hours: 2 days a week - (15 hours) Location: flexible - one day a week in our Leatherhead office -. mix of home and office working Salary range: £ £19,800 (pro rata salary) plus benefits Length: Permanent Start date – July 2025 About Us Wates Family Charities is comprised of two independent, grant-making charities: Wates Family Enterprise Trust and The Wates Foundation. Together, we are committed to supporting positive social impact through strategic grant-making and community investment. With a combined annual spend of over £2.5 million, we play a key role in supporting individuals and organisations across a range of vital initiatives. The Role We are seeking an experienced and proactive Finance Manager to oversee the financial operations and compliance for both charities. As the sole finance professional within a close-knit team of seven, this role is crucial in maintaining the financial integrity and regulatory compliance of the organisation. Key Responsibilities Oversee and manage the preparation of statutory accounts and financial information for the annual audit Maintain accurate financial records, including bank reconciliations, journals, and trial balances Prepare quarterly management accounts, cash flow reports, and forecasts Authorise and process payments including grants and internal recharges Manage external audit processes, liaising with auditors and internal teams Maintain compliance with Companies House, Charity Commission, and other regulatory bodies Draft and submit annual reports and accounts, with support from the Director Develop and implement policies (e.g. safeguarding, GDPR, whistleblowing) Provide financial data for trustee meetings and assist in drafting decision papers Maintain accurate records of training and hospitality for trustees and staff Support grant assessments and related administrative processes as required What We’re Looking For Essential: Part-qualified ACA/ACCA or fully qualified AAT Solid technical knowledge of financial accounting and bookkeeping Strong skills in preparing management accounts and managing cash flow Experience of working independently in a finance function Excellent written and verbal communication skills, with the ability to explain financial matters to non-specialists Proficiency in Microsoft Office and accounting software (SAGE) Desirable: Experience of charity accounting and knowledge of SORP Familiarity with regulatory requirements for UK charities Understanding of deposit management and placing funds with platforms such as Flagstone Working Pattern This is a part-time role (15 hours per week) with hybrid working. A fortnightly presence in Leatherhead is required, ideally on Wednesdays. Flexibility will be necessary around the time of the annual external audit and at Board meetings, approx. two per quarter which are held between central London and Leatherhead

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