Financial Reporting Manager

The Golden Charter Trust was established in 1990 with the fundamental purpose to ingather, hold, and invest the money paid by plan holders who purchased funeral plans from Golden Charter Limited. The Trust exists for the protection of both the plan holders who have purchased funeral plans from Golden Charter Limited and the funeral directors who carry out funeral services in accordance with the purchased funeral plans.

The main purpose of the position is to take a leading role in the financial management and analysis of the Trust and to support its control environment. The Trust has recently revised its governance structure, and the team now has a broader set of duties.

The Trust brought the maintenance of its accounting ledgers and records in-house utilising Sage Intacct as its accounting package in 2024. This gives the postholder an opportunity to shape and influence the functions of the team, and to own and deliver change. The postholder will be an experienced finance professional who brings strong technical experience, a great sense of team spirit and is committed to maintaining a high standard of governance and financial integrity.

• Production of monthly management accounts, operation and oversight of the general ledger through execution of key controls
• Management of short-term and long-term cash, including making recommendations on optimal cash levels across accounts
• Responsible for the operational management of the bank, performing reconciliations and authorising payments
• Creation and management of the Trust's operational budget, providing monitoring and analysis of income and expenditure budgets to provide stakeholders with information for decision making
• The postholder will support the year-end audit and statutory accounting processes and provide assistance to the Finance Manager in the review of tax computations and estimations
• Execution of the payroll and pensions processes and compliance, working with our outsourced administrators to ensure timely reviews and submissions
• Working with the Finance Manager and Financial Accountant to ensure the integrity and reliability of the financial records of the Trust, ensuring compliance with relevant accounting standards and regulations, including taxation
• Liaising with Finance personnel of Golden Charter Limited on financial and operational matters of common interest, as well as being a point of contact for service providers, advisers and the external auditors

For this role, the organisation is seeking a fully qualified accountant with a good technical and financial reporting background, who has had experience working with full autonomy and ownership of their role. As you will be working in a small team, this position requires initiative and flexibility to get involved in what is required to ensure the overall smooth running of the Trust.

• Relevant experience of working in a finance function with reporting responsibilities
• General ledger operation and maintenance
• Analytical experience including cash-flow management
• Experience of year-end accounting processes and liaising with external auditors
  
  Experience of developing controls and governance standards or working in a strong control environment
• Understanding of accounting principles and how to apply them
• Financial literacy, good analytical skills
• Excellent communication skills, able to produce management information and reports
• Ability to work independently and as part of a team
• Adaptable and good problem solver
• Proficient in the use of Excel
• Competent in Word, PowerPoint and Outlook

For more information on this role, please contact Hazel Wynn at Rutherford Cross: