Finance Officer

Exeter Community Initiatives; Exeter; Hybrid; GBP 25,000 - 30,000; Part time

Job summary

A local charity organization is seeking a part-time Finance Officer to manage financial procedures and ensure effective financial operations. Responsibilities include processing invoices, reconciling accounts, and assisting with payroll data. Ideal candidates will have an AAT level 2 qualification or equivalent experience, along with familiarity with Xero software and strong communication skills. This role offers a hybrid working model with attractive holiday entitlements.

Benefits

26 days holiday plus bank holidays

Pension Scheme with employer contributions

Qualifications

• 2+ years experience in a finance-related role or AAT level 2.
• Proficient in using Excel for financial data management.
• Strong mathematical knowledge and proficiency in English.

Responsibilities

• Process invoices and manage payment authorizations.
• Post transactions onto Xero and reconcile accounts.
• Assist with payroll data and monitor income.

Skills

Attention to detail

Communication skills

Excel proficiency

Problem-solving

Confidentiality understanding

Education

AAT level 2 qualification or equivalent experience

Tools

Xero Accounts software

Job description

About the role

We are looking for an experienced and conscientious Finance Officer to join the core team in delivering Exeter Community Initiatives's(ECI) day-to-day financial procedures.

ECI is a dynamic charity working in Exeter and across Devonto ensure that people are supported at an early stage to reduce the risk of crisis, promote empowerment and allow people to thrive in happy,strongand diverse families and communities.

Responsibilities

• Process sales and purchase invoices, obtain correct authorisation
• Post transactions onto Xero using relevant department and fund
• Set up supplier and salary payments through online banking
• Raising customer invoices
• Bank reconciliation, resolving any queries
• Reconcile petty cash
• Record,monitorand reconcile shop takings and other income
• Assistwith payroll data
• Process staff expenses via Xero
• Banking
• Monitor expected income and follow up on any overdue payments
• General office support (answering the phone / helping visitors)
• Any other duties as required

Candidate Requirements

• Essential
• AAT level 2 qualification or at least 2 years’ equivalent experience
• Familiarity with Xero Accounts software
• Confident using Excel spreadsheets
• Accuracy and attention to detail
• Clear understanding of confidentiality and data privacy standards
• Good standard of maths and English
• Helpful and friendly attitude
• Strong communicationskills (written and verbal)
• Able toidentifyproblems and resolve discrepancies

• Desirable
• Experience working in the charity sector
• Familiarity with using AI and digital automation
• Experience using a CRM database

Location, Commitments and Terms & Conditions

Permanent, part time role (15 hours per week)

Hybrid working locations (home / office blend)

26 days holiday plus bank holidays with 1 extra day for each full year of service, up to 31 days

A Pension Scheme is available with a 5% contribution from the employer, provided it is matched by a minimum contribution of 3% from the employee

Subject to asix monthprobationary period withan initialreview after three months