Finance Assistant

The Active Wellbeing Society; Birmingham; On-site; GBP 25,000; Full time

Job summary

A community-focused organization seeks a Finance Assistant for a 6-month fixed-term contract in Birmingham. The role involves handling financial accounts, managing cash flow, and supporting audit processes. Comprehensive professional development is offered, including mentorship by the Finance Director and additional benefits.

Benefits

Meaningful professional development

38 days Annual Leave

Nest Pension

Health Cash Plan

Employee Assistance Programme

Qualifications

• Experience in a similar finance role (minimum 2 years).
• Familiar with month-end and year-end procedures.
• Part-qualified accountant or studying towards ACA, ACCA, CIMA is desirable.

Responsibilities

• Assisting with cashbook reconciliation and managing cashflow.
• Preparing and maintaining monthly cashflow reports in Excel.
• Supporting the year-end audit process.

Skills

Accounts Receivable

Excel

Education

AAT Level 2 qualification

Tools

Accounts IQ

Job description

Job Title:Finance Assistant
Salary:£25,000 per annum (pro rata £12,750 for 6-month fixed term contract)
Responsible to:Head of Finance
Location:Birmingham, Hybrid working model — 1 day a week in the office, 4 days at home
Hours of Work:Full time, Monday to Friday
Contract:Fixed term 6-month contract

Benefits:
We offer our team members a comprehensive staff benefits package including:

• Meaningful professional development— personalised support from our Finance Director to help you grow and succeed in your career. This includes full AAT study support, mentorship, and the opportunity to broaden your experience in a dynamic finance environment.
• Annual Leave– 38 days! 25 days annual leave (increasing to 29 days with service) plus 5 wellbeing days and 8 bank holidays.
• Nest Pension– 8% employer contribution / 3% employee contribution.
• Health Cash Plan– discounts on everyday healthcare such as dental, optical, physiotherapy, prescriptions & more.
• Employee Assistance Programme– counselling and GPs available 24 hours a day.

The Active Wellbeing Society: Who we are
The Active Wellbeing Society (TAWS) is a community benefit society and cooperative working to develop healthy, happy communities living active and connected lives. Our vision is for a society where people have the autonomy, capacity, resources and skills to become the architects of their own destiny; where our individual wellbeing is recognised as being bound up in our collective responsibility to and dependency on each other; and where all of us feel empowered as agents of social change to make a difference — whether at an individual level or more widely.

By working collaboratively with communities, we aim to bring about sustainable change on a social, environmental and economic level; to do the social knitting required to create stronger and more resilient communities and to support communities to identify, mitigate and remove the barriers that prevent them from living active and connected lives.

Key Requirements: What you'll bring with you
All criteria are essential — your application will be assessed on all points detailed below.

• AAT Level 2 qualification is required— please note we are unable to progress applications from candidates who do not currently hold an AAT Level 2 qualification (or higher).
• Accounts Receivable experience is essential.
• At least 2 years’ experience in a similar finance role.
• Experience with month-end and year-end procedures.
• Experience of managing multiple deadlines with a track record of delivering under pressure.
• Familiar with Accounts Payable processes.
• Intermediate to Advanced Excel knowledge (including use of formulas and data analysis).
• Part-qualified accountant or studying towards a professional qualification (ACA, ACCA, CIMA) desirable but not essential.

Experience, Knowledge and Values:
The below is a reflection of what you'll be responsible for:

• Assisting with cashbook reconciliation.
• Assisting in raising sales invoices — verifying orders and updating the finance system (Accounts IQ).
• Sending out relevant invoices via email.
• Reconciling bank and other financial accounts to ensure accuracy and completeness.
• Maintaining the Accounts Receivable ledger, covering all aspects including invoicing, receipts and credit control.
• Preparing and maintaining monthly cashflow reports in Excel to a high standard.
• Taking ownership of the monthly spend report in Excel, with a clear understanding of legal entity transactions, inter-company transactions and project spend complexity.
• Managing café cashflow — handling reconciliation and reporting.
• Supporting the year-end audit process.

You will work closely with the Head of Finance and the wider operational teams, contributing to the delivery of robust financial controls and reporting across the organisation.