Finance Officer

Job Title: Finance Officer

We are looking for someone to join our team that can assist with the day to day finance administration.

Duties: Management of financial records and day to day data input including:

  • Payment of Invoices

  • Reconcile and allocate income

  • Payroll

  • Manage utility accounts

  • Manage bank accounts including adding and removing of signatories

  • Manage credit card account

  • Manage online payment resources – izettle and sum up

  • Preparing the annual examination of accounts

  • Work with CEO, project coordinators, lead volunteers and Treasurer on budgets.

  • Work with Treasurer and CEO, and provide necessary details, for business projections and reporting.

Reports to: Chief Executive Officer

Skills and Personal Attributes:

          • Excellent verbal and written communication skills.

          • Excellent organisational skills.

          • Strong computer skills including proficiency in excel.

          • Experience of managing payroll.

          • Ability to work independently and as part of a small team.

          • Enthusiasm and commitment.

          • Flexibility.

          • Energetic and proactive.

Hours: 6hrs per week, flexitime offered. An increase in number of working hours may be required in the future.

Contract Term: Annual salary £4056.00 on permanent contract.

Location: Dalbeattie Community Initiative, 16 High Street, Dalbeattie.

Organisational Overview: Dalbeattie Community Initiative (DCI) is a charitable organisation which founded in 1997 and managed by a board of volunteer directors from the local community. The vision for DCI is to act as a catalyst within the community, to respond to local needs and effectively reflect local priorities in order to promote and encourage the economic, community and physical regeneration of Dalbeattie and surrounding area.

We have set out 6 main aims to try and fulfill our vision:

  1. The advancement of education, training or retraining – particularly among the unemployed and young people to assist obtaining paid employment.

  2. To encourage good health and wellbeing throughout the community, and assisting to create a healthier lifestyle.

  3. The provision of recreational facilities for the public at large or those who by reason of their youth, age, infirmity or disablement, poverty or social and economic circumstances need such facilities.

  4. The protection and conservation of the environment.

  5. The maintenance, improvement or provision of public amenities where such maintenance, improvement and provision is over and above that which it is the statutory obligation of the local authority to provide.

  6. The promotion, establishment and operation of other schemes of a similar charitable nature for the benefit of the community.

There are 16 active projects at Dalbeattie Community Initiative.

Apply in writing, enclosing a CV, to:

Dalbeattie Community Initiative, 16 High Street, Dalbeattie DG5 4AA.

The closing date is 24th February 2023.  

Volunteer Role - Treasurer

Person Specification:
  • Commitment to the organisation

  • Willingness to devote the necessary time and effort

  • Strategic vision

  • Good, independent judgement

  • Ability to think creatively

  • Willingness to speak their mind

  • Ability to work effectively as a member of a team

  • Financial experience

General Responsibilities:
  • Maintain a broad financial overview of the Organisation’s affairs

  • Ensure its financial viability

  • Ensure that the proper financial records and procedures are maintained

Specific Duties:
  • Support Finance Officer to maintain financial records, and oversee, approve and present budgets, accounts and financial statements

  • Assure that the financial resources of the Organisation meet its present and future needs

  • Ensure that the Organisation has an appropriate reserves policy

  • Prepare and present financial reports to the Board as required

  • Ensure that appropriate accounting procedures and controls are in place

  • Liaise with paid staff and volunteers about financial matters

  • Advise on the financial implications of the Organisation’s strategic plans

  • Ensure that there is no conflict between any investment held and the aims and objects of the charity

  • In conjunction with the Board, ensure the Organisation’s compliance with legislation

  • In conjunction with the Board ensure that records of organisational assets are maintained

  • Ensure that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. OSCR and Companies House

  • When external scrutiny of accounts is required, ensure that the accounts are scrutinised in the manner required, independent examination or audit and any recommendations are implemented

  • Keep the Board informed about its financial duties and responsibilities

  • Contribute as appropriate to the fundraising strategy of the organisation

  • Make a formal presentation of the accounts at the Annual General Meeting and draw attention to important points in a coherent and easily understandable way


Page updated February 2023