Finance Manager

Job Overview

We are seeking a highly skilled and strategic Finance Manager to oversee and optimise the financial operations of our organisation. The successful candidate will be responsible for managing financial planning, accounting, and reporting processes, ensuring compliance with regulatory standards, and providing leadership in financial decision-making. This role offers an excellent opportunity for a motivated professional to contribute to the organisation's growth and stability through expert financial management and innovative solutions.

Duties include:

Leadership and Strategic;

• To provide financial leadership to the organisation, working closely with the Deputy Director, Senior Management Team, Board of Trustees and Treasurer to produce sustainable and viable long-term financial business plans.
• To generate monthly and quarterly financial management reports to Senior Management Team and the Board of Trustees.
• Produce annual financial budgets, income and expenditure forecasts.
• Financial planning and modelling, including financial analysis of business risks and benefits of developments .
• Produce finance reports for various funding stream requirements which includes grants and loan providers (currently Triodos Bank, Development Bank of Wales and Wales Council for Voluntary Action).
• Involvement in funding applications and tenders, and develop earned income from activities .
• Oversee grant claim submissions and monitoring.

Operational;

• Overseeing day-to-day financial and cash management operations and maintain the integrity of the accounts.
• Planning and managing annual accounts process including; preparing annual statutory accounts for our five entities, guaranteeing compliance with SORP requirements, liaising with external examiners and auditors, and consolidating Awel Co-op & Awel y Gwrhyd CIC accounts.
• Report & submit end of year accounts to the Charity Commission and FCA.
• To monitor the financial and accounting system Xero, including identifying best practices, improving internal finance systems, and reporting.
• Ensure compliance with external requirements and internal finance controls, regulations, policies and procedures are adhered to and updated .
• Liaise with the banks, HMRC, accountants and other finance related entities.
• Share in AAT knowledge dissemination, reporting and communication, including supporting administration team in the distribution of Awel and Egni Co-ops annual statements and payments to members where appropriate.

Management

• Manage, mentor, and support the finance AAT's small finance officer/admin team.
• Ensuring segregation of duties within the finance team.
• Advise on the professional development needs of team members.

Person Specification

Essential criteria;

• Experience in a financial management role, including reporting and budgeting.
• Qualified (ACA/ACCA/CIMA/CPFA) accountant
• Experience in producing management and financial accounts
• Experience in financial forecasting and modelling
• Ability to present complex numerical and qualitative information effectively and

appropriately

• Strong analytical and communication skills
• Experience of using accounting software, preferably Xero financial recording systems
• Excellent MS Excel skills
  • Excellent organisational and time management skills
• Strong attention to detail and ability to produce work to a high level of accuracy
• Ability to work under self-direction with a high degree of autonomy
• Demonstrated ability to build and maintain relationships with a wide array of people
• Enthusiasm and commitment to environmental and social welfare objectives
• A team-worker, committed to the success of the whole team and to resolution of any conflicts encountered

Desirable criteria;

• Educated to degree level or equivalent
• Knowledge or experience of the community energy sector and its organisations. As well as other sectors (such as charity) which AAT is working in/developing such as the arts, transport, youth work and housing
• Staff and team management experience
• Ability to communicate effectively in the Welsh language in both verbal and written

form, or willingness to learn

• Experience of working in or in support of local or other statutory authorities
• Knowledge/understanding of charity finance and community share coop schemes

Positions are open to all suitably qualified candidates, regardless of age, disability, gender, marriage/civil partnership, pregnancy, maternity, race, religion or belief, sex, or sexual orientation.

Application process: Applications must comprise a CV and covering letter. AAT is a special place to work and it is important for us to understand clearly why you want to be part of the team and what you feel you can bring. Please ensure you describe fully as part of your application your motivations, experience and suitability for the role with reference to the expectations set out in the personal specification and job description.

Please email your application to Please put Finance Manager in the subject heading.

Deadline: 18 November 2025

To find out more about Awel Aman Tawe please visit;

Job Type: Permanent

Pay: £35,000.00-£40,000.00 per year

Benefits:

• Company pension
• On-site parking
• Work from home

Work Location: In person

Application deadline: 18/11/2025