Finance Officer

Oaklea Trust is recruiting for a 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

• 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 programme for advice and support.
• Long service award scheme.
• Access to foundation and bespoke training and development.
• Be part of a small, collaborative, and supportive finance team.
• Work for an amazing charity making real change in communities.
• Make a meaningful contribution while developing your finance career.
• A great environment where your ideas and input are valued.

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. It is a hybrid role working flexibly in our head office in Kendal and from home.

• 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.

• Previous experience in a similar finance role undertaking banking, 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).

If you’re ready to bring your finance skills into a role with purpose, we’d love to hear from you.