Preparation of annual budgets and financial plans, ensuring key assumptions used are appropriate.Responsible for the timeliness, accuracy and completeness of all financial reporting, includingmonthly management accounts, cash flow forecasting and balance sheet.Effectively monitor spend against budget, highlighting significant variances and prepare anexplanatory narrative ensuring that necessary actions are taken to balance the budget.Updated Finance Policy & Procedures… Show more Preparation of annual budgets and financial plans, ensuring key assumptions used are appropriate.Responsible for the timeliness, accuracy and completeness of all financial reporting, includingmonthly management accounts, cash flow forecasting and balance sheet.Effectively monitor spend against budget, highlighting significant variances and prepare anexplanatory narrative ensuring that necessary actions are taken to balance the budget.Updated Finance Policy & Procedures, oversee systems to ensure procedures are followed & tosafeguard the assets of the charity.Ensure that the year-end annual accounts present an accurate picture of the operations of thecharity in liaison with our external accountants.Monitor and manage payroll and pension tasks including liaising with Healthwatch Lambeth’sexternal payroll provider & pension provider.Prepare the necessary finance information required to be presented to trustees at the Finance, Riskand Assessment Committee.Manage and supervise the financial work of the Administration and Finance Officer.Monitor and ensure compliance with all statutory functions relating to charity and company status.Ensure that all relevant data protection policies are adhered to.Lead on Health and Safety procedures for the organisation.Responsibility over providing financial support for fundraising applications and reports to funders, andto ensure all grant claims and invoices are correctly prepared and submitted on time.Work with the CEO/Treasurer to support preparing for Trustees’ meetings and papers on quarterly basis.Support on IT issues.Achievements:Managed to clear backlog and finalise the accounts.Set up financial controls and procedures for stronger controls.Found cheaper suppliers and providers saving the charity money.Found abnormalities in the accounts and saved 000’s of pounds. Show less

Bookkeeping.Preparation of Monthly & Quarterly Management Accounts.Reconcile Balance Sheet Accounts, including accounts receivable & payable and other control accounts.Preparation of Year End Working Schedules.Audit financial information for inconsistencies.Preparing final accounts and tax returns in TaxCalc.Checking & confirming year-end adjustments.Liaising with clients regarding year end accounts and seeking approval via HelloSign.Submitting year end accounts… Show more Bookkeeping.Preparation of Monthly & Quarterly Management Accounts.Reconcile Balance Sheet Accounts, including accounts receivable & payable and other control accounts.Preparation of Year End Working Schedules.Audit financial information for inconsistencies.Preparing final accounts and tax returns in TaxCalc.Checking & confirming year-end adjustments.Liaising with clients regarding year end accounts and seeking approval via HelloSign.Submitting year end accounts to company house & tax returns to HMRC using TaxCalc.VAT returns preparation, final checks, and submission.Payroll preparation using MoneySoft.Advice clients as required. Show less