Financial Administrator

7 months ago

Newcastle, United Kingdom The Lyme Trust Charity Full time

The Lyme Trust is seeking a proficient finance professional with proven experience in financial and budget management, and financial analysis as Finance Administrator. The Finance Administrator will be responsible for the running of the financial processes of The Lyme Trust, ensure the charity has effective financial systems in place, and to prepare and present monthly management information to the Finance Sub Committee. You will be highly organised, motivated and have strong interpersonal skills.

The Lyme Trust provides safe, supported accommodation and life skills to people with mild to moderate mental health conditions with the aims of a return to independent living and the prevention of homelessness.

**Job Purpose and Key Responsibilities**
- To supervise all aspects of financial processes under the guidance of the Operations Director.
- To prepare regular management accounts and financial performance reports for the Finance Sub Committee including any additional analysis as required.
- To prepare the annual budget in conjunction with the Operations Director and FSC and present these to the Board of Trustees for approval.
- To prepare year-end Accounts that meet statutory reporting obligations, and to manage the external audit process and be the primary contact with external auditors to resolve their queries.
- To maintain records of designated and restricted reserves.
- To ensure financial processes are continually developed and running for efficient and accurate completion of month-end procedures.
- To complete month end journals including accruals, pre-payments, and fixed assets, and ensure, balance sheet and related ledgers are regularly reconciled.
- To prepare the monthly payroll and oversee the payment of salaries and employment costs ensuring compliance with statutory and employee requirements.
- To prepare regular supplier payment runs and ensure bank payment authorisation systems are followed.
- To manage the administration of the bank accounts, and ensure banking facilities are reviewed regularly.
- To ensure investment accounts and cashflow are managed and best returns are achieved.
- To adhere to all of the charity’s policies and procedures, ensuring that all other staff members work in line with those policies and procedures.
- To ensure agreed budgets are monitored and are not exceeded.
- To liaise with the Facilities Manager to maintain an up-to-date Asset Register.
- To attend all meetings, including staff meetings, daily handover meetings, Board of Trustees meetings and liaising with external agencies and Newcastle Borough Council as required.
- To assist in the preparation of information and statistics for regular reports to the Board of Trustees.
- To participate in the recruitment, appraisal of staff, including probationary, disciplinary or grievance matters and that a staff induction programme is followed, and updated as required
- To ensure the health and safety, and safeguarding, of all residents, staff and Lyme Trust property, and to comply with Health & Safety and Fire Regulations at all times.
- To carry out any other responsibilities as reasonably requested by the Operations Director.

**Essential Qualities and Skills**
- Experience of providing financial management information to internal stakeholders including preparation and presentation of reports.
- Proven budget management experience with the ability to undertake financial analysis, forecasting and the preparation of year-end financial statements.
- Proven experience of preparing and monitoring business plans and budgets, including detailed cash flow/income/expenditure forecasts.
- Proven experience of operating computer-based financial and accounting systems and reports (particularly Sage).
- Current CIMA, ACCA, ACA, CIPFA, AAT or equivalent qualification.

You will have excellent written and verbal communication skills, with the ability to communicate complex financial matters in a clear and understandable manner. You will possess the skill and attention to detail to design, organise and implement systems and procedures.You will have the ability to plan and work at both a strategic and an operational level. You will be able to work well as part of a team, be highly organised and self-motivated, and be confident with strong interpersonal skills.

**Desirable Qualities and Skills**
- Experience of working within the charitable sector and with a board of trustees.
- Understanding and experience of operating a payroll system.

**Next Steps**

Any salary offered to you as part of your package will depend on your industry experience and/or qualifications. Our recruitment checks, induction, and ongoing support and supervision reflect

This is a full-time (40 hours per week) position with a 12-week probationary period.

Offers of employment will depend upon the receipt of two satisfactory references, one of whom should be your present or last employer and the successful receipt of an enhanced Disclosure and Barring report

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