Finance and Operations Officer

his role provides essential day-to-day support across finance, HR administration and organisational operations, ensuring accurate transaction processing, efficient workflows and reliable coordination across departments. The Finance and Operations Officer is responsible for day-to-day financial processing, HR administration and operational coordination. The role ensures accurate financial records, smooth administrative processes and effective support for staff across the Society. The postholder works closely with the Finance Manager to maintain strong financial controls, support compliance, and contribute to the efficient running of the organisation. The Finance and Operations Officer liaises with all areas of the Society and helps provide reports and documentation to the Finance, Audit and Risk Committee and Council. They are line managed by the Finance Manager. Main Responsibilities Financial Processing Process purchase invoices, staff expenses, credit card transactions and supplier payments. Manage Society credit cards and bank accounts under the oversight of the Finance Manager. Deposit payments (sterling and dollars) and maintain accurate financial records. Prepare payment runs and upload payment files in line with dual authorisation procedures. Support monthly reconciliations (bank, Stripe, PayPal, Direct Debits, Standing Orders). Input financial data into Sage, including investment movements and dividends. Run routine financial reports and provide data to the Finance Manager as required. HR Administration Manage timesheet collation, leave management updates and staff HR records. Support recruitment administration, onboarding documentation and induction scheduling. Maintain digital HR files and ensure compliance with HR policies and GDPR. Provide administrative support for outsourced payroll (data collation, timesheet checks, staff changes). Operational Coordination Provide administrative support across finance and operations, including digital filing and workflow management. Coordinate suppliers, contracts and office operations. Maintain inventories of finance supplies, equipment and subscriptions. Support donor stewardship processes including donation acknowledgements. Assist with facilities-related tasks and liaise with contractors and service providers. Month End and Reporting Support Prepare month end schedules and documentation for review by the Finance Manager. Run routine reports from Sage, S360 and CRM systems. Collate receipts and documentation for restricted fund reporting. Support project managers with financial documentation required for funder reports. Systems and Data Management Maintain accurate data across S360, Sage and the fundraising CRM. Support digitisation initiatives and workflow automation. Assist with system improvements, testing and implementation of new digital tools. Ensure data integrity and compliance with GDPR requirements. Customer Service and Internal Support Provide responsive support to staff across departments. Act as first point of contact for routine finance, HR and operational queries. Support internal communications relating to finance, HR and operations. General Responsibilities Maintain confidentiality and comply with GDPR and data protection legislation. Demonstrate a commitment to the values, mission and ethos of the Society. Contribute to ongoing improvement of financial, HR and operational systems. Undertake any other reasonable duties consistent with the role and agreed with the Finance Manager. General Responsibilities Maintain confidentiality and comply with GDPR and data protection legislation. Demonstrate a commitment to the values, mission and ethos of the Society. Contribute to ongoing improvement of financial, HR and operational systems. Undertake any other reasonable duties consistent with the role and agreed with the Finance Manager. Find full details on our website.