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Finance and resources officer

Cardiff
Welsh Refugee Council
Resource officer
Posted: 13 February
Offer description

Job title: Finance & Resources Officer

Report to: Head of Resources

Salary: £26,000 to £30,000 (Depending on experience) pa + 5% pension

Duration: Permanent
Hours: 28 hours per week | Normal office hours are 9:00 to 5:00pm with 1 hr. for lunch.

Location: Main base is the Cardiff Office. Hybrid working, 2 days per week in Cardiff office.
Annual benefits pro rata
27 days leave, increasing by 1 day per annum to a maximum of 30 days
Up to 2 days paid volunteering leave
Up to 3 days paid carers leave
Up to 5 days paid study leave relating to role
5% pension
Wellbeing: Access to company paid counselling support and cash back plan for healthcare
Enhanced maternity pay
We are the Welsh Refugee Council
You will be joining us at an exciting time in our journey, helping us and the sector to support those who are forced to seek safety. With over 35 years' experience, we are trusted by the communities we serve and are seen as the lead organisation in Wales for sanctuary seekers and refugees.
You will work with amazing like-minded people- who strive to make a difference every day, and challenge hostile practices that limit people's potential.
We are an award-winning charity. You'll be trusted to get creative and help us stand out. You can read our latest work on our website, news pages, and social media.

Purpose of the post
We are seeking an experienced and proactive Finance & Resource Officer to join our dynamic Resources team. The ideal candidate will have a strong background in charity finance, with at least 5 years' experience, including the last 3 years within a UK-based charity with an annual turnover of over £1 million. You will play a key role in ensuring the effective and efficient operation of the finance function, supporting the Head of Resources and contributing to the overall success of the organisation.

This is an exciting opportunity for someone with a keen eye for detail, excellent digital skills, and a passion for efficiency and process improvement, including the use of AI in business operations.

The ideal candidate will:
Be personable, enthusiastic and have positive energy, to engage stakeholders and represent the strengths of the WRC.
Be pro-active in identifying areas of improvement in the Resources Team.
Be willing to explore and put forward ideas to improve processes, including an openess to new technology.
Have good verbal and writing skills to ensure key points are communicated for maximum affect.
Be able to work under pressure, manage multiple priorities, and meet deadlines.
Have a good eye for detail

Major duties and responsibilities
Finance
Maintain and manage the Purchase Ledger, ensuring timely processing and payment of supplier invoices.
Oversee the Sales Ledger, including raising invoices and credit control.
Reconcile credit card statements and ensure all supporting documentation is collected and coded correctly.
Maintain and reconcile aged debtors and aged creditors reports, proactively resolving outstanding balances.
Prepare and post accruals and prepayments journals as part of the quarter-end process.
Maintain the fixed asset register, ensuring correct depreciation and disposal records.
Accurately process staff and volunteer expenses, ensuring adherence to organisational policies and HMRC guidelines.
Analysis of the monthly payroll breakdown and allocation of the salary and pension costs to the projects department.
Support the Head of Resources with quarterly management accounts preparation and annual audit processes.
Support the Head of Resources with the preparation and update of the annual budget and budget forecast.
Preparation and update of the organisation financial cash flow.
Working closely with project teams to track restricted and unrestricted income and expenditure.
Assist with internal and external audit preparation and ensure the audit deliverable list is complete and accessible.

Systems and reporting
Use Sage Line 50 to process and maintain financial records, ensuring accuracy and completeness.
Produce grant cost reports and monitor expenditure against budgeted allocations, flagging any issues or variances.
Utilise advanced Microsoft Excel skills to create reports, analyse data, and support financial planning and forecasting.
Assist in developing and implementing financial processes and controls to improve efficiency.

Digital and information management
Lead on the creation and ongoing maintenance of a digital finance archive using SharePoint.
Work collaboratively using Microsoft Teams and SharePoint to support effective communication and document sharing across the department and wider organisation.

Operational & resource support
Maintain IT equipment stock, ensuring accurate records of assets and timely replacements.
Oversee the organisation's office lease, liaising with landlords, ensuring compliance with lease terms, and managing related administration.
Proactively explore the use of AI tools to streamline financial and administrative processes, supporting the continuous improvement of the department.
Assist the Head of Resources in the smooth running of the Resources department, including cross-functional tasks and ad hoc projects.
Provide resource and facilities support across two offices and two rented spaces, including responsibility for ordering and maintaining essential office supplies (e.g. refreshments, stationery, cleaning and welfare items) to ensure the smooth day-to-day running of the organisation

For further information on this role, please visit our website:

Application deadline: Friday 6 March 2026, 9:00.

Interviews will likely be held on 18 March 2026 at our Cardiff office.

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