Finance Lead

Working hours: Full time, permanent
contract, 37.5 hours per week

 Starting date: 1 September 2026

 Location: Keswick Ministries, Keswick

 Reports to: Head of Finance

 Job Purpose 

 Reporting to the Head of Finance and working alongside the Finance assistant, you will oversee the day-to
day bookkeeping processes within the Keswick Ministries office. In addition, you will work closely with the
Head of Development to manage supporter relationships in our CRM system. During the annual
Convention you will coordinate the ‘Gift processing team’ and throughout the year you will have the
support of a small team of regular volunteers who help with processing gifts on a weekly basis.

 Responsibilities include: 

 Finance: 

 • Day to day processing of receipts, payments, and expenses; raising invoices; using Sage and internet
banking.

 • Providing monthly reports, including gift reconciliation to, and liaising with external accountant re
provision of management accounts. Providing information to auditors.

 • Preparation and submission of regular Gift Aid claims.

 • Supporting the transfer from Sage to Xero in the future

 Partner Relationships Management: 

 • Engage with supporters wishing to give to Keswick Ministries. Ensure all supporter records are up to
date and accurate.

 • Working with Head of Development on appeals and provision of mailing lists and reports; maintaining
accurate records on supporter database and providing training to staff in its use.

 Coordination of Finance Volunteers: 

 • Coordinate team of year-round volunteers who assist with the logging of gifts.

 • Coordinate Gift Processing Team at the Convention – prepare giving process, train and coordinate the
volunteer team, provide reporting to Head of Finance / Treasurer.