Finance & Compliance Manager (Part-Time)

Description

Finance & Compliance Manager (Part-Time, Permanent, Remote)

Our client (Charity promoting science and mathematics)

About us

Our client is a charity that promotes science and mathematics. The charity currently supports over 3,000 students through maths enrichment activities, around 700 of whom receive dedicated weekly, small-group online tutorials through the Parallel Academy initiative. The mission is to support students through programmes to fulfil their mathematical potential, by providing them with the opportunity to develop their reasoning and problem-solving skills beyond the curriculum.

The opportunity

Due to growth, our client is looking to bring its previously outsourced Finance and Compliance functions in-house. This is a brand new permanent position, primarily remote and part-time (25 hours per week).

We are looking for an experienced bookkeeper with payroll experience (the other aspects of the role can be taught), charity and education background is desirable. You must live within a 45-minute commute of the client office, so you can attend for training/handover period. You must have a driving licence and a car.

Important: We are looking for someone with an easy commute to Sherborne, as you will be required to attend the office for training/handover in the first few weeks.

A 1 September 2026 start date is desirable.

Role profile

You will take ownership of the finance and compliance support functions. This is a hands-on varied role, with you taking responsibility for the charity's adherence to all regulations, applicable laws and internal policies at all times.

Key responsibilities

Finance

Ensure all finance functions are actioned and accounting records maintained to a high standard in an accurate and timely manner

Undertake all prime entry bookkeeping ensuring all income and costs have been appropriately approved and correctly recorded

Reconcile income received via platforms such as JustGiving, Stripe etc

Maintain Gift Aid records, prepare and submit all Gift Aid claims

Undertake credit control as required

Process all purchase invoices and employee expense claims

Administer all payment runs to the required frequency culminating in a weekly bank reconciliation

Produce management accounts as required and year-end statutory accounts files for external audit review

Prepare regular reports including, but not limited to, cashflow forecasts and funding reconciliations

Maintain the fixed asset registers, all ledgers and control accounts accurately

Administer the online banking portal and Barclaycard account (e.g. add/remove users, direct debits, resolve usage issues, increase limits)

Be the first point of contact for all payroll related queries, providing accurate confidential advice and assistance as required

Collate and distribute employee timesheets

Administer monthly payroll through to salary and HMRC payments (including starters and leavers) in a timely and accurate manner

Keep up to date with payroll tax legislation and implement new policies/procedures where required

Ensure pension administration is compliant with auto-enrolment, re-enrolment and re-declaration obligations

Administer the annual application of the Employment Allowance

Administer payroll year end processes, which may include: P11Ds and P11d(b), confirmation of payrolled benefits, and confirmation of salary sacrifice commitments (prior to 1 April annually)Compliance

Charity

Maintain the charity's record with the Charity Commission

Prepare and submit the Charity Commission annual return

Ensure the charity remains compliant with Commission rules and its activities are aligned with its Trust DeedInsurance

First point of contact for insurance queries

Administer annual office and employers' liability insurance renewal; liaise with brokers and negotiate premiumsHuman Resources

Provide day-to-day support across HR, personnel and administration

Liaise with the management team and the charity's employment lawyer as required

Assess employment status of new starters and guide on appropriate contract type; monitor contractor status where changes occur

Prepare HR/personnel documentation using existing templates (reviewed annually by the employment lawyer)

Maintain accurate and timely employee/contractor records (database and/or hard copy)

Assist with recruitment when required

Maintain the staff handbook

Ensure right to work compliance

Ensure DBS checks for tutors and confidentiality agreements are completed

Keep up to date with employment legislation and support policy/procedure updates with external legal supportAdministration

Monitor shared inboxes and respond to routine student/parent queries, particularly during busy periods

Update student records accurately and confidentially

Follow up student attendance and reschedule tutorials as required

Send joining xjnqpsq links and session reminders

Support tutor onboarding and maintain DBS/admin compliance records

Support schools during admissions periods by providing up-to-date programme informationPerson specification

AAT qualified or qualified by experience, with at least five years' relevant experience within finance, HR and compliance

Charity or education sector knowledge advantageous but not essential

Minimum 3 years proven payroll processing experience, including SSP, maternity/parental leave, sickness, annual leave, P60, P11Ds and pension auto enrolment

Integrity, discretion, and ability to handle confidential information

Tactful, diplomatic, approachable, and able to deal assertively with a range of people

Excellent IT, administration and communication skills (written and verbal) with strong attention to detailWhat we offer

Part-time hours: Monday to Friday, 5 hours per day (25 hours per week), with the option to increase hours as the role develops

Training support and a handover period provided by current support providers (in-person attendance in Sherborne required initially)

Salary: c£22,000 - c£28,000 for a 25-hour week depending on experience (£35,000 - £45,000 FTE based on a 40-hour week)

Fully remote working after the initial training/handover period

Auto-enrolment employer pension contribution

Option to make additional pension contributions through salary sacrifice

25 days holiday plus bank holidays (based on a 5-hour working day)

Enhanced sick payEqual opportunities: Our client welcomes applications from all sections of the community and is committed to building an inclusive workplace

Ad ID: 5418504890