Charity Finance Officer: Bookkeeping, Payroll & Budgets

Citizens Advice Ltd; Bristol; On-site; GBP 14,000 - 24,000; Part time

Job summary

Citizens Advice Bristol is seeking an organised Finance Officer to support our charity's finance function. The role is part-time (21 hours per week) and hands-on, combining bookkeeping, financial administration, reporting and process improvement.

You will work closely with the Chief Executive, managers and our external accountants to keep records accurate, process invoices, manage cash flow and prepare management information for budget holders. Experience in bookkeeping and QuickBooks is valued.

Qualifications

• Experience in a finance, bookkeeping or accounts administration role.
• Experience processing invoices and supplier payments.
• Experience completing bank reconciliations.
• Experience supporting month-end processes.
• Experience using accounting software such as QuickBooks.
• Knowledge of double-entry bookkeeping and financial controls.
• Excellent Excel and Microsoft Office skills.

Responsibilities

• Maintaining accurate financial records using QuickBooks.
• Processing purchase and sales invoices, credit notes and supplier payments.
• Recording grant income, donations and other receipts.
• Completing monthly bank and balance sheet reconciliations.
• Monitoring cash flow and bank balances.
• Preparing monthly payroll information and processing staff expenses.
• Producing monthly management information and supporting budget holders.
• Supporting annual budgeting and audit preparation.
• Maintaining accurate records in line with charity accounting requirements.
• Supporting Gift Aid claims and maintaining clear audit trails.
• Handling financial and payroll information securely and confidentially.
• Reviewing finance processes and identifying opportunities to improve them.
• Providing finance support and guidance to colleagues across the organisation.

Skills

Bookkeeping

Finance administration

Attention to detail

Organisational skills

Problem solving

Communication

Confidentiality

Double-entry bookkeeping

Education

AAT qualification

Tools

QuickBooks

Excel

Job description

Citizens Advice Bristol is seeking an organised Finance Officer to support our charity's finance function. The role is part-time (21 hours per week) and hands-on, combining bookkeeping, financial administration, reporting and process improvement.

You will work closely with the Chief Executive, managers and our external accountants to keep records accurate, process invoices, manage cash flow and prepare management information for budget holders. Experience in bookkeeping and QuickBooks is valued.