Finance Officer

Penderels Trust; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading not-for-profit organisation in Birmingham seeks a Finance Coordinator to manage financial accounts for customers. Responsibilities include monitoring account trackers, liaising with the DWP, and authorising payments. Applicants should have experience in finance or accounting, good data management skills, and basic GCSE qualifications in English and Maths. This position offers several employee perks and is aimed at supporting people with disabilities.

Benefits

Employee assistance programme

Corporate Health Cash Plan

Subsidised car breakdown cover

Death in service benefit

23 Days annual leave plus Bank Holidays

2 Additional leave days in December

Paynow (Stream)

Responsibilities

• Monitoring and updating customer account trackers.
• Liaising with DWP regarding customer benefits.
• Managing invoicing and payment queries.
• Authorising payments as per Individual Budget Plans.
• Resolving customer queries effectively.

Skills

Experience of working in a finance or accounting environment

Ability to input and maintain accurate data records

Ability to manage workload effectively

Good working knowledge of Microsoft Office packages

Excellent telephone manner

Ability to work as part of a team and on own initiative

Ability to work flexibly and to deadlines

Education

Minimum GCSE Grade 'C' or equivalent in English and Maths

Qualification in bookkeeping or accounting

Job description

Overview

Penderels Trust has an opportunity for someone to join our Mids Appointeeships team. You will be responsible for managing the financial accounts of our customers. The successful candidate will be joining a leading not-for-profit organisation that provides independent living services to people with disabilities and health care needs nationwide.

Responsibilities

• Monitoring and updating customer account trackers (Data entry, processing money requests, reconciling against SAGE reports)


• Liaising with the DWP on matters relating to our customers benefits


• Liaising with the local authority and the Penderels Trust finance department in relation to invoicing and payment queries


• Authorising payments as stipulated in our customers Individual Budget Plans


• Identifying and resolving all queries effectively

Attributes

• Experience of working in a finance or accounting environment


• Ability to input and maintain accurate data records


• Ability to manage workload effectively


• Good working knowledge of Microsoft Office packages (including Word, Excel and Outlook)


• Excellent telephone manner


• Ability to work as part of a team and on own initiative


• Ability to work flexibly and to deadlines


• Hold minimum GCSE Grade 'C' or equivalent in English and Maths, a qualification in bookkeeping or accounting would be desirable.

Perks

• Employee assistance programme


• Corporate Health Cash Plan


• Subsidised car breakdown cover


• Death in service benefit


• 23 Days annual leave plus Bank Holidays initially (Increased entitlement with length of service)


• 2 Additional leave days in December (After 12 months' service)


• Paynow (Stream)

We are a Disability Confident employer and will offer a guaranteed interview to disabled candidates who meet the job specification.

Proud member of the Disability Confident employer scheme. Disability Confident. About Disability Confident. A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to .