Medium-sized charity looking for finance management support with transition from Excel spreadsheets to Xero.
We're looking for an experienced finance manager or bookkeeper to support our Finance Manager and CEO with using Xero for our charity's financial systems. We have nearly transitioned our financial management from Excel to Xero, and need a Xero whizz on hand to answer questions, help us trouble-shoot and support us to build the reports we want to draw for our Board, Senior Management Team and Project Managers. This could look like the occasional question over email, but could also be shared-screen meetings to walk us through a process or system. We are quick to learn, and already comfortable using the basics of Xero, but need some support for when the occasional queries crop up, with someone who understands our charity's existing financial systems.
We are looking for a clear communicator with a relaxed and fun approach - we learn best when we're having a bit of a laugh! Experience and confidence with Xero is key, and an appreciation for charities with diverse income streams facing a demanding time in terms of fundraising.
Our charity is well respected, impactful and in an exciting period of change. Having lost core funding from the local authority in 2024 we are diversifying our funding streams, reviewing and developing our programmes, and entering a new season of strategic planning to help us secure our objectives for the future. You would be supporting an agile, dedicated, and highly motivated team (our Finance Manager and CEO) through a new learning curve with the aim of maturing the charity's financial management, making day-to-day financial tasks more efficient, and readying the organisation for growth or contraction (depending on our ongoing fundraising efforts!)
