Job Specification

Job Title: Finance andOffice Manager (part-time 20 hours per week)
Reports to: Founder and CEO
Location: Leatherhead, Surrey – Office-based with occasional home working

About the Role

This is a broad and hands-on part-time role at the heart of the agency, combining finance and office management responsibilities. The role ensures the smooth running of monthly and annual financial cycles, supports the leadership team with accurate reporting, and manages employee experience, compliance, and day-to-day operations of the office.  Would suit an experienced returner or someone with school age children – hours worked are negotiable to suit candidate/company.

Key Responsibilities

Finance & Accounts

• Prepare and manage monthly accounts functions including billing, profit allocations, target reporting, P&L, Synergist* analysis, payroll, pensions, client statements, and credit control.
• Conduct quarterly reporting, including Synergist utilisation reporting and VAT returns.
• Oversee annual processes, including preparation of year-end accounts, P11D’s, and PSA.
• Manage ongoing and ad hoc accounting functions: budgets, overheads, bank reconciliations, credit cards, expenses, petty cash, deposits, credit checks,bank payments and ad hoc analysis.
• Act as system administrator for Synergist* platform and ensure data accuracy.

*Synergist is the internal agency platform that ensures operational efficiency from concept to completion – full training on the platform will be provided

Employee Admin

• Prepare new employee contracts and maintain staff records.
• Administer pensions, health insurance, death in service, and other benefits.
• Oversee the holiday loyalty scheme and wellbeing initiatives (Mental Health First Aider).
• Generalstaff wellbeing management, including flu jab programme and ad hoc employee support.

Office Management

• Conduct health & safety risk assessments and ensure compliance.
• Manage office and mobile contracts, and landlord/cleaner liaison.
• Oversee office supplies, kitchen provisions, key-holder responsibilities with alarm company (if candidate lives locally).
• Manage first aiders and fire marshal cover.

Additional Responsibilities

• Undertake ad hoc tasks/projects in support of the leadership team.
• Quarterly and Annual reporting to Alectro – Virtual Sustainability Officer

Candidate Profile

• Strong experience in finance and accounts management, ideally within a professional services or marketing agency environment.
• Familiar withSage 50 and Sage payroll, pensions, VAT, and year-end accounts preparation.
• Basic knowledge of HR processes and employment law best practice – able to research.
• Highly organised, detail-oriented, and comfortable managing multiple responsibilities.
• Strong IT skills, with knowledgeand experience of Synergist* or similar project management/accounting software a plus.
• Confident communicator with excellent interpersonal skills.
• Resilient, adaptable, and proactive problem-solver.

Package & Benefits

• Competitive salary (dependent on experience).
• EOT CompanyPerformance-related bonus scheme.
• Pension scheme, healthcare, and employee wellbeing benefits.
• Generous holiday allowance including loyalty scheme.
• Opportunities for professional development.

Please email your CV to fiona@jellybeancreative.co.uk