Job summary
- Main area
- Finance
- Grade
- NHS AfC: Band 4
- Contract
- 1 x Permanent 30 hours per week
- Hours
- Part time
- Flexible working
- Home or remote working
- Job ref
- 372-CORP2029
- Employer
- Calderdale and Huddersfield NHS Foundation Trust
- Employer type
- NHS
- Site
- Acre Mill
- Town
- Huddersfield
- Salary
- £28,392 - £31,157 per annum, pro rata
- Salary period
- Yearly
- Closing
- 20/04/2026 23:59
- Interview date
- 01/05/2026
Employer heading
Charitable Funds Officer
NHS AfC: Band 4
Calderdale and Huddersfield NHS Foundation Trust (CHFT) are committed to equal opportunities and welcome applications from all sections of the community, regardless of any protected characteristics.
We are committed to recruiting to our values. Leading One Culture of Care underpins our values by creating an environment, tone and behaviours across all parts of the Trust that are fundamentally rooted in compassionate care.
We are open to considering a wide range of flexible working arrangements. There are opportunities to flex the days of the week, hours and times of work and place of work including: part-time, job-share, flexible working hours and the possibility to work from home when appropriate. Please talk to us during the interview process to discuss any flexibility that you may require.
We received our Silver Award from the Defence Employer Recognition Scheme which is helping actively promote SaBRE - Supporting Britain’s Reservists and Employers. This means that we provided its statement of intent to support all Defence personnel and we welcome application to work for us.
Our Future Plans
The Department of Health and Social Care has awarded capital funding to invest in local health services at both Calderdale Royal Hospital and Huddersfield Royal Infirmary. This is a significant investment and an opportunity to enhance services for our populations in Calderdale and Huddersfield and West Yorkshire for generations to come. To find out more, please visit https://future.cht.nhs.uk/
Job overview
Working as part of the financial accountancy team but with a line of accountability to the Charity Manager, you will take the lead responsibility for the financial management of the Trust’s Charitable Funds.
You will be the lead for ensuring robust and effective financial reporting to the Charitable Funds Committee and the Charity Team.
You will provide advice, guidance, and training to Fund Advisors in relation to Charitable Funds financial management and the associated scheme of delegation
Main duties of the job
Main responsibilities
1. Day to day operation
1.1. Ensure that all approvals for expenditure, invoices, requests for payment and receipt of income are dealt with in a timely manner.
1.2. Ensure that all transactions are input to the Charitable Funds system in a timely manner.
1.3. Maintain cashbooks and ensure reconciliations to bank statements are completed.
1.4. Ensure all suspense account reconciliations are completed monthly.
1.5. Ensure the Charitable Funds authorised signature list is kept up to date.
1.6. Manage all legacies left to the Charity.
1.7. Be the main contact point re VAT issues in connection to Charitable Fund expenditure.
1.8. Month End Accounting and Reporting.
2. Investments - managing investments
3. Support for Fund Advisors
4. Management of the finance system
5. Annual Report and Accounts
6. Other duties
Working for our organisation
CHFT is an integrated Trust of 6,500+ colleagues providing hospital and community services to patients and communities across Calderdale and Kirklees. We are rated as ‘Good’ by the Care Quality Commission, are a top performing Trust for Elective Recovery, Emergency and Cancer Care and widely acknowledged as a national digital lead when it comes to caring for people across our local and regional systems.
Our people are at the core of everything we do, hence our commitment to One Culture of Care. Our focus is to care for and support each other in order to provide outstanding compassionate care to our patients. That is why we are looking for an inclusive collaborative, creative, innovative and compassionate leader to join us in this role.
Detailed job description and main responsibilities
Main responsibilities
1. Day to day operation
1.1. Ensure that all approvals for expenditure, invoices, requests for payment and receipt of income are dealt with in a timely manner.
1.2. Ensure that all transactions are input to the Charitable Funds system in a timely manner.
1.3. Maintain cashbooks and ensure reconciliations to bank statements are completed.
1.4. Ensure all suspense account reconciliations are completed monthly.
1.5. Ensure the Charitable Funds authorised signature list is kept up to date.
1.6. Manage all legacies left to the Charity.
1.7. Be the main contact point re VAT issues in connection to Charitable Fund expenditure.
1.8. Month End Accounting and Reporting.
2. Investments
2.1. Liaise with the Charitable Fund’s investment brokers regarding all aspects of the trust investments.
2.2. Ensure investment reporting to the Charitable Funds Committee
2.3. Review the level of investment and make recommendations on any changes in agreement with the Assistant Director of Finance
2.4. Manage a process for review of the investment brokers on a three or five yearly basis.
3. Support for Fund Advisors
3.1. Ensure Fund statements are issued to Fund Advisors monthly.
3.2. Develop the information that can be provided to Fund Advisors.
3.3. Keep up to date with Charity Law and guidance from the Charities Commission and the HFMA and update the Charitable Funds Committee and Fund Advisors accordingly.
4. Management of the finance system
4.1. Be responsible for all aspects of administration of the Trust Charitable Funds Financial Accounting System.
4.2. Liaise with the system provider re any system issues.
4.3. Be responsible for reviewing the Charitable Funds system to assess it still meets the trust requirements.
4.4. Ensure that the Charitable Funds system is updated to meet changes in accountancy practice and the information is accurate and up to date.
4.5. Ensure housekeeping is done on the Charitable Funds system.
5. Annual Report and Accounts
5.1. You will be responsible for the planning and organising the completion of Charitable Funds Annual Accounts and Report.
5.2. You will produce a timetable to ensure their accurate and timely completion to meet deadlines.
5.3. You will liaise with external audit to discuss their requirements for the completion of the annual audit.
5.4. From the Audit of the Annual Accounts, you will identify and implement any accounting or procedures changes that may be required.
5.5. You will submit the Annual Accounts and Report to the Charities Commission in accordance with their deadlines.
6. Other duties
6.1. Ensure the Trust’s Standard Financial Instructions and Standing Orders are complied with in relation to Charitable Funds.
6.2. Liaise with internal audit to meet their requirements to complete system audits.
6.3. Cover duties of the other staff when necessary.
6.4. Play an active part within the Charity team, supporting where possible the Charity’s annual fundraising plans and strategy for future growth.
6.5. Any other duties appropriate to role.
Person specification
QUALIFICATIONS / TRAINING
Essential criteria
- Educated to NVQ level 4 / Association of Accounting Technicians (AAT) Technician level or equivalent demonstrable knowledge and experience.
- Experience of working within a numeric, business planning environment.
- English and Math GCSE grade 9-2 (A*-E) or equivalent.
Desirable criteria
- Evidence of continuing professional development.
KNOWLEDGE, EXPERIENCE & EXPERTISE
Essential criteria
- Experience of working in a complex organisation and an understanding of how to effectively manage key stakeholder relationships.
- Experience of advising non finance managers, staff, and other customers on sensitive and contentious issues.
- Accurate spreadsheet and database skills and experience of inputting and manipulating data to use in a variety of situations where speed and accuracy are necessary.
- Clear and concise communication skills, with the ability to provide and receive routine information orally, in writing or electronically.
- Good numerical skills to be able to carry out complex financial calculations.
- Ability to work under own initiative through detailed understanding of procedures with the ability to make judgements within defined guidelines consider a range of options.
- Experience of working to financial timescales.
Desirable criteria
- Knowledge of legislation as it affects Charity financial guidelines and related Charity Commission guidance, or willingness to learn on the job.
- A detailed understanding of spend approval in a large complex organisation.
- Knowledge of the Information Commissioners Office, Charity Commission, Fundraising Regulator, Institute of Fundraising’s Codes of Fundraising Practice, GDPR and other data protection and governing bodies, or willingness to learn on the job.
COMMUNICATION AND RELATIONSHIPS
Essential criteria
- Ability to establish and maintain relationships with a range of stakeholders both internal and external
- Form a close relationship with Charity Team, work one day a week on site with the team.
Employer certification / accreditation badges
Applicant requirements
You must have appropriate UK professional registration.
Documents to download
Further details / informal visits contact
- Name
- Luke Sartain
- Job title
- Financail Accountant
- Email address
- [email protected]
- Telephone number
- 01485 355822
- Additional information
Emma Kovaleski
Head of Charity and Volunteer Services
07795 695 025
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