Finance and Governance Coordinator - Job Description

Job Title: Finance and Governance Coordinator

Location: Taffs Well, Cardiff (Hybrid working possible; minimum 2 days in office per week)

Hours: 24/25 hours per week.

Hourly Rate: £21 per hour

Salary: (£40,404 gross) pro rata actual £26,208/27,300.

Reports to: Director

Responsible for: Finance, Governance functions and Administration systems.

About the Role

We are a small, dynamic charity delivering community-led projects and initiatives that seek to both empower and improve the lives of family carers living across Wales.

The Finance and Governance Officer is responsible for the day-to-day financial management, governance support, and administrative oversight of the charity. This role ensures accurate and timely reporting of financial data, effective management of budgets, and compliance with statutory and regulatory requirements for finance and audit. Additionally, the postholder provides key governance support, facilitating the smooth running of the Board of Trustees, maintaining company records, staff records, and ensuring HR policies are reviewed and adhered to.

This position is crucial for maintaining the charity's operational integrity and supports strategic decision-making by providing robust financial insight and governance expertise.

The role will also play a key role in identifying/sourcing funding for enabling sustainability, by working alongside the Director in drafting proposals/bids.

The post will also work closely with the Project and Engagement Coordinator and Policy & Impact Officer to help support the successful delivery of our projects through budget management and supporting the production of evidence of impact reports.

This is an integral role within the organisation that brings together key organisational, financial and people skills to enable us to continue to make a meaningful impact for families across Wales.

Key Responsibilities

Finance

• Manage all payments and financial transactions including payroll and pensions, ensuring accuracy and compliance.
• Prepare both project budgets and organisational budgets in collaboration with the Director and Project Coordinator.
• Monitor and report on project and organisational budgets, highlighting variances and providing analysis to enable sound decision-making around resources.
• Produce quarterly and annual financial reports for the Board of Trustees and senior leadership to enable sound financial oversight and timely adjustments as required.
• Maintain accurate financial records and filing systems, ensuring easy access for colleagues as required and for accountants and audit.
• Lead on liaising with accountants and auditors for annual accounts, independent examinations, and statutory filings, providing financial records as required and submitting in a timely manner.
• Ensure and review compliance with Charity Commission regulations, HMRC obligations, and company law.
• Manage utility contracts and supplier contracts as required, negotiating or reviewing agreements to achieve best value.

Governance

• Organise Board and committee meetings, including scheduling, preparing agendas, and distributing papers.
• Record and distribute meeting minutes, tracking actions and decisions in a timely manner.
• Support our Trustee induction and ongoing development programme, providing information and guidance to ensure effective governance.
• Serve as Company Secretary, maintaining statutory records and ensuring all Companies House and Charity Commission filings are up to date.
• Maintain registers of Trustees, conflicts of interest, and declarations, ensuring compliance with governance standards.
• Oversee outsourced HR processes, ensuring they align with organisational policy and best practice.
• Support the Director and Board in policy reviews, compliance, and risk management initiatives.

Administration & Operational Support

• Maintain organisational records, files, and documentation related to finance and governance and staff.
• Lead on engaging with external professionals, including auditors, accountants, legal advisors, and HR providers.
• Contribute to improving internal systems, processes, and controls to enhance efficiency.
• Support the Director/team with ad hoc administrative tasks as required, including attendance at some Forum events when necessary.

Person Specification

Essential

• Experience in finance, accounting, or bookkeeping, ideally in a charity or non-profit environment.
• Knowledge of budgeting, reporting, and financial compliance.
• Understanding of charity governance and statutory obligations.
• Excellent organisational skills, attention to detail, and ability to prioritise tasks.
• Strong written and verbal communication skills for reporting and Trustee engagement.
• Competency in Microsoft Office (Excel, Word, Outlook) and accounting software such as QuickBooks, Xero, or SAGE.
• Ability to work independently, make decisions, and manage multiple responsibilities in a small team environment.

Desirable

• Experience as a Company Secretary or supporting Boards/Trustees.
• Knowledge of HR oversight, particularly with outsourced arrangements.
• Familiarity with Charity Commission and Companies House filing requirements.
• Experience in small team settings with multi-tasking responsibilities.

Key Relationships

• Reports to: Director
• Works closely with: Board of Trustees, Project/Engagement Officer, Director
• Liaises with: Accountants, auditors, HR providers, suppliers, and service providers and family carers.

This job description was last reviewed and signed off in January 2026.