Finance Officer

Home Instead; Warrington; On-site; GBP 20,000 - 30,000; Part time

Job summary

Home Instead Warrington and Lymm seeks a Part-time Finance Officer to join their team, responsible for managing the financial aspects of their non-medical care services. Candidates should have strong skills in Xero, bookkeeping, and interpersonal relations, contributing to the financial operations that support client care.

Qualifications

• Experience of using Xero is required.
• Good knowledge of Excel and its applications is necessary.
• Ability to work efficiently and to deadlines.

Responsibilities

• Responsible for preparing and sending invoices and managing payments.
• Day-to-day management of financial transactions.
• Check that all accounting records are accurate.

Skills

Attention to detail

Organisational skills

Interpersonal skills

Basic accounting/bookkeeping skills

IT skills

Education

Qualification in bookkeeping

Tools

Xero

Excel

Microsoft Packages

Job description

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Home Instead Warrington and Lymm, specialise in non-medical care, we enable adults to remain safe and independent in their own homes. To provide outstanding care, we need outstanding people both in the office and out in the field.

We have an exciting opportunity for a Part-time Finance Officer to join our small, energetic office team, working closely with the owners on all aspects of the finances of the business.

The post holder will be the “financial face” of the company to clients, families, Care Professional, and suppliers so any financial issues will be initially dealt with by them. Aspects of the role would include invoicing, payroll, managing a wide range of queries from explaining to a client why a cheque payment has bounced, through to answering queries on invoices and pay slips and ensuring cash flow is managed effectively. They will also be responsible for the day-to-day management accounts, making sure payments are made to suppliers in a timely manner, raising invoices and reconciling payments. Also working with the owners to check the accounts are being logged accurately. This will involve liaising with the accountants and payroll provider on a regular basis.

Knowledge of Xero is essential. We are looking for someone who has the right qualities, namely, clear thinking, attention to detail, someone with a completer finisher attitude. The ability to learn and use systems and in some instances create or adapt them is essential. Ability to work on their own initiative but also as part of a team is important. Good all round IT skills is also essential. Adopting a Total Quality Management perspective is essential.

The successful candidate must be mature in their outlook and with a professional attitude, as well as an ability to interpret figures accurately.

The following list is not exhaustive, and the candidate will be expected to take on various activities of a similar nature.

• Primarily responsible for preparing and sending out/e-mailing clients invoices and managing payments when received, also dealing with queries and revisions.
• Day to day management of financial transactions.
• Checking that all accounting records are accurate.
• Manage the day-to-day accounting systems (Xero)
• Providing specific administrative support to the team.
• Handling commercially sensitive and valuable information.
• Working within strict GDPR rules.
• Responsible for the preparation of payroll information and liaising with the payroll provider and the staff team.
• Booking in and taking cheques to the bank
• Managing petty cash

Person Specification:

• Do they need a qualification in bookkeeping?
• Experience of using Xero.
• Good knowledge of Excel and its various applications, also competence with the commonly used Microsoft packages
• An ability to work efficiently and without direct guidance.
• An ability to work to deadlines
• Maths and basic accounting/bookkeeping skills
• Excellent organisational skills
• Excellent Interpersonal skills are essential when dealing with clients, their families and Care Professionals.
• Professional approach to work.

Qualifications

Additional Information

If you have a passion for caring and the motivation to help us achieve our ambitions, we would love to hear from you.

We encourage applications from all sections of the community as we want to reflect the neighbourhoods in which we work. Home Instead is committed to safeguarding and promoting the welfare of adults and expects all staff to share this commitment.This role is subject to DBS enhanced disclosure.