Finance Officer

Oxford Preservation Trust (OPT) is an independent local charity, dedicated to the conservation and sustainable enhancement of Oxford and to the public appreciation and enjoyment of its history. We care for 1000 acres of green space in and around the city, campaign for thoughtful planning, celebrate excellent new design and enable public access to Oxford’s historic places. We have nearly 2,000 members whose support, along with that of our donors and volunteers, is essential to our work. You’ll find it’s a workplace like no other – involving you in every aspect of Oxford’s heritage and supporting you to share your ideas, inspire others and make a difference.    

Where you’ll be working

OPT has its offices in historic premises at 10 Turn Again Lane, Oxford. You’ll be based here, although on some days you may be working at one of our other Oxford sites.

What you’ll achieve with us

You’ll be responsible for the management of OPT’s finances. Your work will enable the senior team and trustees to make informed strategic decisions and will support the OPT team in the smooth running of the day-to-day operation. You will make an essential contribution to the charity’s financial sustainability, enabling the growth of membership, investment and fundraised income.

What you’ll be doing as part of the team

1.       You’ll be responsible for the efficient management of OPT’s financial accounts.

2.       You’ll support the informed setting of budgets, providing longer-term financial forecasts as required.

3.       You’ll provide regular finance reports, enabling the OPT team to monitor performance against budgets.

4.       Using OPT’s Finance System (Sage 50) and CRM, you’ll process payments and invoices, VAT and Gift Aid claims, undertake the monthly payroll and bank reconciliation and ensure effective cash management.

5.       You’ll liaise with our investment managers and invest any surplus funds on the money market in accordance with OPT guidelines.

6.       You’ll work with OPT’s auditors to produce the annual accounts and contribute to the annual report.

7.       You’ll ensure our records with the Charity Commission and Companies House are kept up to date and submit the annual return.

8.       You’ll ensure that employees are registered with OPT’s pension providers.

9.       As part of the OPT team, you’ll work closely with colleagues, creating and sustaining positive relationships and ensuring integrated working.

Occasionally we may need to review a job description to incorporate any changes or other duties needed for the role as identified by the line manager.

We’re committed to providing equality of opportunity so if you have a disability, we are happy to discuss reasonable adjustments to the job with you.

Who We’re Looking For

Experience

Experience of managing company or charity finances

Skills / Knowledge / Qualifications

 Accountancy or bookkeeping qualifications

Good presentation and communication skills – comfortable presenting to colleagues across the organisation on financial plans.

Commercially aware.

Essential Behaviours

Excellent relationship building and influencing skills – able to work collaboratively with all team members and with trustees.

Consults proportionately and makes timely and clear decisions.

Collegiate behaviour, collaborative and respectful of colleaguesincluding whenworking with conflicting priorities and agendas.

Supports the roles and contributions of others.

Communicates in an open and transparent way.

Is flexible and adaptable to changing priorities. 

Closing date is Friday 28 June, 5pm. Interview are taking place on 16 July.