Senior Finance Officer - Charity

Senior Finance Officer – Charity

The closing date is 09 July 2026

The Charity Senior Finance Officer supports the operational delivery of all financial processes within the Health Board's Charity, delivering accurate, timely and well‑governed financial information to meet statutory, regulatory, and internal reporting requirements.

• Support the preparation of monthly and annual charity financial reports in line with the Charity SORP, including reconciliations, journal entries and variance analysis.
• Produce reconciliations and maintain records for all funds, donations, legacies, fundraising events, investment income and fund balances.
• Investigate discrepancies and provide solutions to resolve complex financial queries.
• Maintain accurate records of donor‑restricted funds and provide reports to fund holders and senior managers.
• Support the recording, invoicing, reconciliation and monitoring of all charity income streams.
• Process and monitor charitable expenditure, ensuring compliance with Charity Commission requirements, UHB policies and available funds.
• Monitor commitments and ensure timely reporting to fund advisers.
• Support the integrity and effective use of the charity's financial systems – Oracle and associated fundraising and CRM systems.
• Implement and maintain robust financial controls in line with Standing Orders Instructions and charity‑specific governance requirements.
• Assure the production of the annual charity accounts and external audit, including preparation of working papers and responding to audit queries.
• Assist with the preparation of the annual charitable funds financial plans and cashflows.
• Use advanced Excel skills and reporting tools to provide meaningful financial insights to fund holders or management.
• Work collaboratively with Fundraising, Procurement, Financial Services, Fund Holders, Fund Advisers, Investment Managers to support effective charity processes.
• Provide advice and guidance to non‑finance staff on charity financial processes and governance.
• Respond professionally and sensitively to queries from donors and external partners.
• Identify and support opportunities to improve efficiency, strengthen controls and modernise charity finance processes, ensuring compliance with audit requirements/SORP.
• Support project work relating to modernisation within the wider finance department.
• Participate in audits, projects and data quality reviews as required.
• Contribute to the development, mapping and testing of automated reporting tools, dashboards and process improvement.
• Provide support to the treasury and income‑to‑receipt processes, including cashflow reporting, reconciliations and control reviews.
• Deputise for senior colleagues when required.
• Maintain accurate electronic and physical records, meeting agreed reporting deadlines, including month‑end, year‑end, external financial submissions and audit cycles.
• Support wider finance teams and contribute to team meetings, training and knowledge sharing.
• Liaise with internal and external audit to support the implementation and effective communication of audit recommendations.
• Communicate with a broad range of stakeholders, including employees and members of the public, on all Charity advice.
• Assist in providing advice to all appropriate staff on any relevant finance related issues that affect the department.
• Assist in the development of continuous improvement by contributing to training, mentoring and development of colleagues and students.

• OAT Certificate Level qualification or at least 2 years’ experience within a charity finance environment; alternatively, an equivalent finance, economics or related qualification combined with a minimum of 2 years’ relevant finance work experience.
• Experience of Oracle of at least 1 year.
• Experienced user of Microsoft 365, including Excel, Word, Outlook and Teams.
• Knowledge of general ledger financial systems and supporting processes.
• Training or experience of charity accounting, including working knowledge of SORP.
• Knowledge of the NHS environment and funding sources.
• Knowledge of a range of finance systems including Payroll, Accounts Payable and Accounts Receivable.
• Knowledge of…