Finance Officer

Tate; Stevenage; On-site; GBP 42,706,000 - 45,461,000; Full time

Job summary

Tate is seeking a Finance Officer to support the Direct Payments Bank Account to Prepaid Card Transition Project and broader Adult Care Services Income duties in Stevenage. The role involves processing incoming post, managing financial documentation, and collaborating with partner teams while adapting to changing priorities.

The successful candidate will have finance experience, strong Excel skills, and the ability to work both independently and as part of a team.

Qualifications

• Experience in finance with strong attention to detail.
• Proven numerical ability and accuracy in handling data.
• Experience using case management systems to track work.
• Proficient in Excel for data handling and reporting.
• Ability to work independently and collaboratively within a team.

Responsibilities

• Manage a varied caseload.
• Support direct payment monitoring processes.
• Coordinate with Operational Teams, Brokerage, Client Financial Services and Debt Recovery teams.
• Participate in data cleansing of existing client accounts.
• Liaise with care providers, internal teams and external organisations.
• Maintain accurate records across multiple systems.

Skills

Attention to detail

Finance experience

Numerical ability

Independent & collaborative

Case management systems

Tools

Excel

Job description

Finance Officer

Location: Fully office based- Stevenage, SG1

Pay Rate: £16.35 per hour

Contract: Temporary (with potential extension)

Start Date: ASAP

End Date: December2026

Hours: Full-time, 37 hours per week

About the Role

The primary focus of the next phase of the role will be supporting the delivery of the Direct Payments Bank Account to Prepaid Card Transition Project, alongside wider Adult Care Services Income responsibilities. Key duties will include processing incoming post, managing financial documentation, supporting project implementation, collaborating with partner teams, and responding flexibly to emerging service priorities. Please note that your duties will vary day to day depending on which department is needing support.

Key Responsibilities

• Managing a varied caseload
• Support the implementation and embedding of standardised direct payment monitoring processes
• Strengthen working relationships and handovers with Operational Teams, Brokerage, Client Financial Services and Debt Recovery teams to improve service
• To participate in data cleansing of existing client accounts.
• Liaising with internal teams, care providers, and external organisations
• Using multiple case management systems to maintain accurate records

Skills & Experience Required

• Strong attention to detail
• Previous finance experience
• Excellent numerical ability
• Ability to work independently and collaboratively
• Confident using various case management systems
• Strong Excel skills (formulas, spreadsheets, data handling)

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.