Finance Assistant

Community Foundation for Calderdale; Halifax; On-site; CAD 46,000 - 49,000; Part time

Benefits offered by this job

Flexible working

8% Pension

20 days pro rata + BH

Job summary

Community Foundation for Calderdale in Halifax is seeking a Finance Assistant to join our award-winning charity on a permanent, part-time basis.

You will support the Finance Manager, handle banking records, reconciliations, invoices, payroll prep and year-end tasks, using Sage, Xero, Salesforce and standard MS Office.

Hours are 17.5 per week over three days, with flexibility to spread over four or five days. Salary £24,500-£26,000 FTE pro rata, plus 8% pension and holiday entitlement.

Qualifications

• An accountancy qualification and/or experience
• Experience using accounting and CRM systems such as Sage, Xero and Salesforce
• Microsoft Excel skills; working knowledge of Word/Outlook; Copilot usage
• Strong attention to detail and good communication and time management

Responsibilities

• Maintain banking records and complete reconciliations
• Process financial transactions using accounting and CRM systems
• Manage invoices, payments and purchase ledger entries
• Support financial reporting, budget monitoring and payroll preparation
• Assist with year-end audits and producing working papers
• Maintain membership and donation records; prepare Gift Aid claims
• Process grant payments and VAT submissions

Skills

Accountancy qualification/experience

Communication skills

Time management

Confidentiality

Teamwork

Attention to detail

Education

Accountancy qualification

Tools

Sage

Xero

Salesforce

Microsoft Excel

Microsoft Word

Outlook

Copilot

Job description

Finance Assistant

Halifax, West Yorkshire

About Us

Community Foundation for Calderdale (CFFC) is a multi-award-winning Halifax-based charity and one of 47 UK Community Foundations.

Every year, we award grants supporting hundreds of charities and volunteer groups across our area/district, addressing inequalities, investing in brighter futures and enabling positive change.

Working with generous individuals, businesses and public sector organisations, we have distributed over £36 million in grants to a diverse range of causes in local communities across Calderdale.

We are looking for a Finance Assistant to join us on a permanent, part-time basis, working 17.5 hours per week over agreed three days, however, these hours can be worked over four or five days.

The Benefits

• Salary of £24,500 - £26,000 (FTE) pro rata, dependent on qualifications and experience
• Employer's contribution to your pension of 8%
• 20 days' holiday* (pro rata) plus Bank Holidays
• Extended Easter and Christmas breaks
• Flexible working available
• *One day holiday added for every year of service for the first five years to a maximum of 25 days per year

This is a rewarding opportunity for an experienced or qualified accountancy support professional with strong accounting systems knowledge and excellent attention to detail to join our award-winning charity.

The Role

As a Finance Assistant, you will deliver accurate financial records and support the smooth running of our accounts function.

Specifically, supporting the Finance Manager, you will maintain banking records, complete reconciliations and process financial transactions using the accounting and CRM systems.

You will also manage invoices, payments and purchase ledger entries, ensuring financial information is accurate and up to date.

Additionally, you will support financial reporting, budget monitoring and payroll preparation, helping to ensure the organisation meets its financial obligations.

Your role will also involve:

• Maintaining membership and donation records
• Preparing Gift Aid claims and donor correspondence
• Processing grant payments and online banking transactions
• Preparing quarterly VAT submissions
• Supporting year-end audits and producing working papers

About You

To join us as a Finance Assistant, you will need:

• An accountancy qualification and/or experience working within an accounts department
• Experience using accounting and CRM systems, i.e. Sage, Xero and Salesforce
• Microsoft Excel skills
• Working knowledge of Microsoft Word, Outlook and Copilot
• Great work ethic and time management skills
• Excellent communication and listening skills
• Good attention to detail and organisational skills
• The ability to work without supervision and to work in a team
• An understanding of the importance of confidentiality

We reserve the right to close the role at any time, should we receive sufficient applications.

Other organisations may call this role Accounts Assistant, Finance Administrator, Accountancy Assistant, Ledger Clerk, Purchase Ledger Clerk, Sales Ledger Clerk, Accounts Technician, Charity Finance Assistant, Finance Clerk, or Accounts Clerk.

Webrecruit and the Community Foundation for Calderdale are equal opportunities employers, value diversity and are strongly committed to providing equal employment opportunities for all employees and all applicants for employment. Equal opportunities are the only acceptable way to conduct business and we believe that the more inclusive our environments are, the better our work will be.