Finance Officer
The Oaklea Trust · Direct employer
Finance Officer
Location: Hybrid/Office based in Kendal, Cumbria, LA9 6SA
Salary: £26,462.80 pro rata, per annum
Contract: Permanent
Hours: 24 hours per week
Advertising End Date: Friday 5th June 2026
Benefits - We Are Offering:
As well as knowing that what we do is making a positive difference to people’s lives, you will receive fair pay and have access to a wide range of rewards and benefits as one of our employees:
• 33 days holiday (pro rata including bank holidays) increasing with long service.
• Pension contributions into NEST Scheme.
• Opportunities to undertake qualifications related to the role.
• Private Health Care scheme funded by Oaklea.
• Free access to round the clock employee assistance program for advice and support
• Long service award scheme
• Access to foundation and bespoke training and development
Are you passionate about numbers and want your work to contribute to real social impact
We're looking for a dedicated Finance Officer to join our friendly finance team at charity that supports vulnerable people across the North of the UK.
About the Role:
The main focus of the role is to perform day-to-day accounting and administrative support within the Finance Department, with a focus on banking, purchase ledger and sales ledger.
This is a great opportunity for someone with solid finance experience who wants to make a difference and work in a positive, people-centred environment. This is a hybrid role working flexibly in our head office in Kendal and from home.
Key Responsibilities:
• Process transactions across cash, sales, and purchase ledgers, ensuring accuracy and timeliness.
• Maintain accurate sales and purchase ledger balances and liaise with external stakeholders where necessary.
• Prepare payment runs and ensure timely authorisation of invoices
• Assist with the preparation and posting of monthly journals, including accruals and prepayments.
• Assist with monthly Balance Sheet reconciliations.
• Collaborate with managers to ensure accurate document processing
• Assist with accruals, prepayments, and intercompany transactions
• Support the Finance Director and Senior Finance Officers in preparing month-end and management accounts
• Provide general support to the finance team and operational teams with day-to-day duties
Skills and Experience:
• Previous experience in a similar finance role undertaking baking, purchase ledger and sales ledger tasks.
• Able to work independently and as part of a team
• Quick learner with strong analytical thinking
• Competent Excel user
• Accounting qualifications (AAT or similar) are a bonus, but not essential
• Training and development opportunities may be offered
• An Enhanced DBS will be required for each successful candidate (Paid for by Oaklea, T&Cs apply)
Why join us
• Be part of a small, collaborative, and supportive finance team
• Work for an amazing charity that’s making real change in communities
• Make a meaningful contribution while developing your finance career
• A great environment where your ideas and input are valued
If you're ready to bring your finance skills into a role with purpose, we'd love to hear from you.
Apply now and help us make a difference.
Application opens at the source listing. Free for jobseekers.