Finance Assistant

Caudwell Children; Keele; On-site; GBP 25,000; Full time

Job summary

An established charity is seeking a dedicated Finance Assistant to join their dynamic finance team. In this full-time role, you will support senior management and collaborate with colleagues to ensure smooth financial operations. Your expertise in bank reconciliation, sales ledger, and credit control will be essential as you manage daily financial tasks and maintain accurate records in the CRM system. This is an exciting opportunity to contribute to a meaningful cause while developing your accounting skills in a supportive environment. If you are passionate about finance and want to make a difference, this role is for you!

Qualifications

• Good all-round accounting knowledge gained through qualification or experience.
• Proficient in Microsoft Excel and its functions.

Responsibilities

• Daily bank reconciliation and credit card payments.
• Inputting income into CRM and ensuring reconciliation with finance system.
• Raising invoices and managing credit control.

Skills

Bank Reconciliation

Sales Ledger

Credit Control

Purchase Ledger

Microsoft Excel

Education

Accounting Qualification

Relevant Experience

Tools

Exchequer Accounting Software

Raisers Edge CRM

Job description

We are currently seeking an experienced Finance Assistant on a full-time basis to work within our established Finance Department, supporting senior management and working closely with colleagues in the Finance Department and wider organisation.

The successful applicant will be fully conversant in Bank Reconciliation, Sales Ledger and Credit Control and have a working knowledge of Purchase Ledger.The position will also involve input and reconciliation of income in our CRM system.

Start Date: ASAP

Salary: £24,500

DUTIES AND RESPONSIBILITIES

• Daily Bank Reconciliation
• Reconciliation of Credit Cards payments
• Banking including cheques and cash
• Liaising with other departments regarding income
• Input of Income into a CRM system
• Ensuring the CRM system reconciles to the Finance system
• Sales Ledger - raising of invoices
• Credit Control and resolving any queries
• Gift Aid
• Working knowledge of Purchase Ledger to cover during holidays/sickness
• General ad hoc Accounting Duties

PERSON SPECIFICATION

Essential Criteria

• Good all round Accounting knowledge gained either by Qualification or Experience
• Good working knowledge of Microsoft Excel and it’s functions

Desirable Criteria

• Exchequer Accounting Software experience
• Raisers Edge CRM experience
• Experience of working in the Charity/Third Sector would be advantageous.
• Experience of working in CQC/ISO regulated organisations would also be advantageous.
• Some flexibility to meet the needs of the business may be required.
• A general knowledge of Health & Safety regulations would be advantageous.

DISCLOSURE AND BARRING SERVICE CHECKS

The Charity is committed to safeguarding children and young people and therefore adopts a safer recruitment approach through a robust recruitment and selection process.All posts within the Charity are subject to DBS checks, in line with the Rehabilitation of Offenders Act (1974).Dependent on the role, one of the following DBS checks will be carried out:

• Standard disclosure
• Enhanced disclosure
• Enhanced disclosures with children’s and/or adults’ barred list check(s):

This role is eligible for a standard DBS check.