Finance Officer

Hours: Full-time, but we are open to some flexibility

Contract type: Permanent

Salary: £25,544- £28,428 + 8% pension contribution

Deadline: Monday 19 August 2019 at 9am



Hours: Full-time, but we are open to some flexibility

Contract type: Permanent

Salary: £25,544- £28,428 + 8% pension contribution

Deadline: Monday 19 August 2019 at 9am


ShareAction is a charity and campaigning organisation working to unleash the power of the financial system to drive social progress and protect our environment. We focus on transforming the investment system, using it as a lever to generate positive social and environmental impact in the real world.

We do this by:

  • Educating and working with investors themselves to improve their practices;
  • Influencing the policy-makers and industry regulators that can ensure the investment system serves society’s interests in the long-term;
  • Campaigning to unlock the power of investors, as shareholders in companies, to change corporate behaviour (on issues such as climate change, good work and human rights, sustainable food and public health);
  • Mobilising ordinary people, who have a stake in the investment system through their pensions and savings, to demand a change in how their money is invested;
  • Collaborating with other civil society organisations who share our vision.

Job Description

Providing support to the Financial Controller, this role will be primarily responsible for carrying out day-to-day actives to ensure the smooth running of the ShareAction finances.  The job role will be approximately 60% financial processing, 20% documenting and enhancing processes, 20% business partnering/preparing management information.


Please note that the following list of key responsibilities isn’t exhaustive and the role might change slightly from time to time:

  • Administration of accounting records such as bank, accounts payable and receivable ledgers (i.e. banking, raising sales invoices, recording purchase invoices, payment of suppliers, submissions for collection of direct debits from regular donors);
  • Administration of payroll (including employee pensions);
  • Administration of other day to day finance tasks such as petty cash, corporate credit cards, manual journals;
  • Supporting the month-end process through the timely and accurate reconciliation of all balance sheet and preparing and checking the monthly Trial Balance for review by the Financial Controller;
  • Reconciling and preparing the quarterly VAT return and annual Gift Aid return, including providing workings for checking and filing by the Financial Controller;
  • Supporting the organisation through involvement in the preparation of accurate and insightful management information and business partnering project areas;
  • Assisting the Financial Controller with the year end, ensuring all ledgers are accurate, complete and reconciled, and supporting schedules provided to the auditors;
  • Supporting the development of best in class financial processes and controls, and the documentation of financial processes.


Person specification

We are looking for a passionate, determined individual, with the following experience and skills: 


  • AAT (Level 4) qualification or working towards either an ACCA or CIMA qualification;
  • Experience working in the finance function of a small to mid-sized charity or company;
  • Detailed knowledge and experience of bookkeeping and payroll, and involvement in month and year end accounts (management and statutory);
  • Excellent attention to detail;
  • Strong working knowledge of Excel for both reporting and basic data analysis as well as other Office applications;
  • Self-motivation is a key principle with a desire to improve financial processes and take responsibility for enhancing role by improving the efficiency of day-to-day activities to create space for value adding activity such as business partnering;
  • Ability to easily adapt to changing systems and processes.



  • Experience of working with QuickBooks or similar accounting applications;
  • Experience maintaining pension schemes and filing of statutory returns;
  • Experience of working with Microsoft Office 365, particularly SharePoint.

A few more details

  • Hours of work: 35 hrs per week with an expectation of some out of hours working. ShareAction’s standard contract is a 35-hour week. We actively encourage staff to work in ways that best suit their needs and our flexible working policy outlines many of the options available – such as part-time and term-time working, job sharing, home working and working compressed hours. Please talk to us at the interview about the flexibility you need. We can’t promise to give you exactly what you want, but we do promise not to judge you for asking.
  • Holidays: 25 days per annum, pro rata plus working days between Christmas and New Year, plus statutory bank holidays

How to apply

Please send us an up to date CV and cover letter (your cover letter should be no more than one side of A4). Please describe why you would be perfect for this job. Make sure your application clearly explains your interests and the skills you would bring to the role. Please note that we are unable to progress applications that do not include all of the asked-for information.

We are an equal opportunities employer and welcome applications from all sections of the community.

Don’t be afraid to show your enthusiasm! Please send your CV and a cover letter to Chris Hicks at recruitment@shareaction.org by Monday 19 August 2019 at 9am.

Please note:
To be considered for this post you must be legally eligible to work in the UK, due to the size of the organisation we are unfortunately unable to sponsor anyone for a visa.

A bit more about us

ShareAction is a charity which promotes responsible investment by pension funds and other institutional investors. We believe that investment can be a force for good, serving savers and communities, and protecting our environment for the long term. We campaign on specific environmental and social issues that the investment industry has the power to influence, like climate change and workers’ rights. We advocate for policy changes required to enable responsible investment to thrive. We undertake research and rankings to drive up best practice among pension funds and asset managers. And we work with savers to help them push their pension schemes towards more responsible behaviour and sustainable investment practices.