Part-Time Finance Management

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Experience Level: Intermediate
Hi Stephen, I’m the CEO of a company that supports adults with learning disabilities in the Bristol and South Gloucestershire regions and I am looking for somebody who could provide us with part time assistance in all areas financial.

We currently employ around 80 staff and have an annual turnover of around 2.2 million. We are funded primarily by Bristol City Council, South Gloucestershire Council and the NHS.

Our current (in-house) full time finance manager is leaving, and we thought that it may be an opportunity to outsource our finance.

Since the company started, the finance department has always relied on both an in-house employee (with varying degrees and qualifications in finance), and an external accountancy agency to sort our tax returns, end of year accounts and provide us with professional advice.

Our current finance manager has little in relation to accountancy or bookkeeping qualifications and we have often felt that somebody with more experience may be able to do both his current role and that of our external accountants, in a part time capacity.

We hope that by outsourcing to a professional finance worker/agency, we could significantly improve our finance departments standards; providing us with more insight and advice when making strategical finance decisions, whilst reducing costs.

I came across your profile and was wondering whether you would be interested in supporting us with the following:

- Reconciling accounts
- Creating bills
- Payments
- Xero data inputting
- Updating/Building excel spreadsheets
- Invoicing local authorities
- Mileage expenses
- Monthly finance reports
- Payroll (Using Sage software)
- Bookkeeping
- Yearend accounts
- Tax returns
- Forecasts, Budgeting and advice
- Finance department improvements

We are a big believer in cloud-based solutions and primarily run off of Xero, Sage and Microsoft 365. We also use other tools such as Basecamp 3 to communicate.

If this is a role that would be of interest to you and you feel that you have the necessary skills to deliver the above in a part time capacity, we would love to arrange a time to discuss things further.

Should you be unable or unwilling to support us with the above requirements, we would be grateful if you could supply us with any information or recommendations of people that you think maybe would.

Thanks in advance.

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