This is a Part Time/Flexible Working, Permanent vacancy that will close in 19 days at 23:59 BST .
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 FinanceManager 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)
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
Work for Wates
Wates is one of the UK’s leading family-owned development, building and property maintenance companies. Founded over 125 years ago, we have a proud legacy in the built environment.
We are driven by our purpose, ‘reimagining places for people to thrive’ and our three promises:
Thriving places – working with customers, partners and communities to create places that are more sustainable, inclusive, and full of opportunity.
Thriving planet – protecting nature and taking action on climate change by collaborating and innovating with our partners.
Thriving people – creating opportunities and relationships so that everyone who works for and with us feels included, invested in, and treated with care.
We are proud to be recognised as Gold Investors in People and as a Disability Confident employer. We also ensure that our recruitment processes do not treat anyone less favourably due to an offending background.
Awards
BEST PROJECT
BEST PROJECT
Inside Housing Development Awards
WINNER
WINNER
2022 Construction News Awards Winner
GOLD AWARD
GOLD AWARD
Investors in People 2022
GOLD AWARD
GOLD AWARD
Considerate Constructors Schemes (CCS) National Site Awards
TOP 50 EMPLOYERS
TOP 50 EMPLOYERS
2022 Top 50 Employers for Women
WINNER
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