Purchase ledger

• Work with the Head of Finance to process invoices when needed for head office and regional offices alongside the Finance Administrator, ensuring all invoices are coded correctly.
• Maintain a clean and well-managed creditors ledger at all times, ensuring all balances are clearly explained and any anomalies are accompanied by a documented action plan developed in liaison with Finance Administrator.

Banking and payments

• Review invoices and payments processed by the Finance Administrator on a regular basis, ensuring transactions are accurate, appropriately coded and processed in a timely manner.
• Monitor cash position to advise the Head of Finance on whether the bank is sufficiently funded ahead of all proposed payment runs.

Payroll and expenses

• Assist the Head of Finance in the accurate production and processing of monthly payroll and expenses in accordance with agreed timelines.
• Assist the Head of Finance to process payroll changes, liabilities invoices and payments, ensuring all associated entries are posted correctly and relevant parties are notified by email in a timely manner.

Budget and audit

• Provide support during the annual budget exercise, assisting the Head of Finance with data gathering, analysis and preparation of relevant schedules.
• Assist during annual audit exercise, preparing reconciliations, schedules and supporting documentation as required by external auditors.

Administrative

• Actively monitor accounts inbox, ensuring all incoming correspondence, invoices and queries are acknowledged and actioned promptly.
• Provide support to Finance Administrator as required, offering guidance and assistance to ensure smooth day-to-day running of finance function.

Essential Qualifications

• Professional accountancy qualification or part qualification (ACA, ACCA, CIMA or equivalent).
• Strong understanding of financial accounting principles and management accounting practices.

Essential Experience

• 2 years’ experience in a Management Accountant or similar finance role.
• Experience of preparing monthly management accounts and financial reports.
• Budgeting, forecasting, and financial planning experience.
• Experience analysing financial performance and providing recommendations to improve profitability and efficiency.
• Experience supporting audits and ensuring compliance with financial regulations.

Knowledge and Skills

• Excellent analytical and problem-solving skills.
• Strong financial modelling and data analysis capability.
• Advanced Microsoft Excel skills, including pivot tables, lookups, and financial reporting.
• Knowledge of accounting software and financial management systems.
• Understanding of budgeting, cash flow management, and variance analysis.
• Excellent attention to detail and accuracy.
• Strong organisational and time management skills.
• Ability to prioritise workloads and meet deadlines.
• Ability to communicate complex financial information clearly to non-financial stakeholders and senior colleagues.
• Strong written and verbal communication skills.
• Ability to build effective working relationships across departments.

Desirable Criteria

• Experience within a Trade Union and/or a membership environment.
• Experience of managing or mentoring junior finance staff.
• Knowledge of UK tax and regulatory requirements.