Finance Assistant — Xero, Grants & Invoicing

DISABILITY CORNWALL AND THE ISLES OF SCILLY; Kansas; Hybrid; USD 34.000 - 45.000; Vollzeit

Zusammenfassung

disAbility Cornwall & Isles of Scilly is seeking a Finance Assistant to handle day-to-day financial transactions, maintain Xero records, and support supplier payments and bank reconciliations. The role requires strong attention to detail and the ability to work independently in a busy environment.

Key responsibilities include processing grants, maintaining records, and assisting with grant applications and payment systems.

Qualifikationen

• Previous experience in a finance role.
• Proficiency in Excel and MS Office.
• Understanding of GDPR.
• Strong organisational and administrative skills with attention to detail.
• Ability to work independently, prioritize tasks, and meet deadlines in a busy environment.
• Experience with Xero accounting software.
• Knowledge of the charitable sector.

Aufgaben

• Process day-to-day financial transactions, including processing invoices, staff expenses, individual grants, and other payments.
• Enter and maintain financial records in Xero, ensuring accuracy and appropriate documentation.
• Maintain supplier payment details and load payments onto the online banking system for dual authorization.
• Reconcile bank transactions and ensure proper filing of related documents (e.g., expenses, invoices, grants).
• Allocate income and expenditure accurately, liaising with the Finance Manager for funding stream changes.
• Track Crisis Resilience Fund (CRF) expenditure using Microsoft and process grant applications.
• Support the development of payment systems to meet the evolving needs of the Charity.
• Monitor shared mailboxes and address queries promptly.
• Investigate external supplier queries and assist staff with finance-related questions.
• Liaise with partner organisations as required.
• Manage workload efficiently to meet tight deadlines.
• Perform any other reasonable tasks as required to support the organisation’s objectives.

Kenntnisse

Attention to detail

Time management

Independent worker

Organisational skills

Ausbildung

AAT Level 2/3 or equivalent

Tools

Xero accounting software

Microsoft Excel

MS Office

Jobbeschreibung

disAbility Cornwall & Isles of Scilly is seeking a Finance Assistant to handle day-to-day financial transactions, maintain Xero records, and support supplier payments and bank reconciliations. The role requires strong attention to detail and the ability to work independently in a busy environment.

Key responsibilities include processing grants, maintaining records, and assisting with grant applications and payment systems.