Finance Assistant

The Shakespeare Hospice; England; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Generous annual leave

Pension scheme

Free on-site parking

Flexible working

Training and development

Eye tests

Job summary

The Shakespeare Hospice in England is seeking a Finance Assistant to support income processing and a broad range of finance activities across its retail, fundraising and operations. You will work with colleagues, suppliers and funders to maintain accurate records and ensure transactions follow Hospice procedures.

You will have experience in a similar role with ledgers, VAT knowledge and strong Excel skills, and you may benefit from familiarity with Xero or CRM systems.

Qualifications

• Experience in a similar finance role with sales and purchase ledgers.
• Basic understanding of VAT and financial controls.
• Strong Excel skills and attention to detail.

Responsibilities

• Process income from retail, fundraising and online platforms with accurate records.
• Produce and process invoices and support supplier payments.
• Reconcile control accounts, bank and retail accounts.
• Maintain up-to-date supplier, donor and customer records.
• Apply budget, department and VAT coding with proper authorisation.
• Manage Gift Aid records and ensure audit trails for HMRC.
• Import data into CRM and ensure systems alignment.

Skills

Finance administration

Invoice processing

Excel

VAT basics

Education

AAT qualification desirable

Tools

Xero

CRM systems

Job description

• £29,000 per annum FTE (£23,200 per annum for 30 hours per week)
• Office based with some flexibility to work from home

Would you like to use your finance skills to support an award-winning local hospice?

The Shakespeare Hospice provides services and facilities for patients, carers and families across South Warwickshire and the surrounding areas. We are looking for a friendly, motivated and highly organised Finance Assistant to help keep our day-to-day financial administration accurate, efficient and well controlled.

About the role

Reporting to the Finance Manager, you will support income processing and a broad range of finance activities across the Hospice’s retail, fundraising and operational services. You will work with colleagues, suppliers and funders to maintain accurate records, resolve discrepancies and ensure transactions are processed in line with Hospice procedures.

Key responsibilities

• Process income from retail shops, fundraising and online giving platforms, ensuring complete and accurate records.
• Produce sales invoices, process purchase invoices and support supplier payment runs.
• Maintain and reconcile sales, purchase and control accounts, bank accounts, credit cards and retail accounts.
• Keep supplier, donor and customer records up to date and liaise with suppliers and funders to resolve queries.
• Apply accurate budget, department and VAT coding and obtain appropriate authorisation for costs.
• Manage Gift Aid records and maintain an accurate audit trail in line with HMRC requirements.
• Import payment and supporter data into the CRM database and ensure finance and fundraising systems agree.

About you

You will have experience in a similar finance role, including sales and purchase ledger processes, control account reconciliations and a basic understanding of VAT. You will be confident using Microsoft Excel and other finance or database systems, with strong numerical skills and excellent attention to detail.

You will be able to organise competing priorities, meet deadlines, communicate clearly and work effectively both independently and as part of a team. Experience of Xero, CRM systems, charity finance, Gift Aid, or working in the voluntary or healthcare sector would be an advantage. An AAT qualification or similar is desirable but not essential.

This is an opportunity to bring your finance expertise to a valued local organisation and make a practical contribution to services supporting patients, carers and families. We are looking for someone who shares our commitment to accuracy, confidentiality, integrity and the Hospice’s vision and values.

• Generous annual leave entitlement – 35 days including statutory bank holidays, rising to 37 days after 5 years’ continuous service and 39 days after 10 years’ continuous service (pro rata for part time)
• Contributory pension scheme
• Free on-site car parking
• Family friendly policies, including enhanced maternity, adoption and paternity pay
• Occupational sick pay
• Free 24-hour confidential advice and support via our Employee Assistance Programme
• Flexible working
• Training and development opportunities for staff where relevant to role
• Free eye tests

Candidates must be able to demonstrate their eligibility to work in the UK.

The Shakespeare Hospice reserves the right to close adverts early should we receive enough applications.