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SalaryAdele Carr Recruitment are proud to be partnering with a leading mental health Charity based in the centre of Liverpool with recruitment of a Finance Officer to join their close knit team.
The Finance Officer role will be to support all aspects of the charity's work and development through the provision of strong financial assistance. Working as a member of a small team, the Finance Officer will work closely with the Finance Manager and Deputy CEO on all matters regarding financial management, planning, control and reporting.
What you'll do:
- Ensure the accurate maintenance of the financial records on Xero for the charity in order to provide timely and relevant information.
- Maintenance of the purchase ledgers
- Regular payment runs
- Reconciling and posting the monthly credit and debit(Equals) card statements
- Ensuring all sales invoices are raised and cash received allocated
- Credit control
- Manage the incoming debits and processes - such as Stripe, Go Cardless, Eventbrite
- Manage the charity's Just Giving account into Xero
- Assisting in the preparation of the charity's Gift Aid claims
- Assisting the accurate coding of invoices for grants - restricted and un- restricted
- Assist with the update of the chart of accounts and Xero reporting tools to maximise reporting functionality.
- Manage and reconcile the bank and key balance sheet control accounts monthly
- Assist in the management and reporting of VAT
- Support the wider team with all matters financial - including advice and guidance.
- Support the Finance Manager in month end reconciliations and reporting.
- Assist in the production of the quarterly reports for Board and any other supporting financial statements.
- Assist with the formulation and implementation of policies and procedures relating to the finance of the charity.
- Assist with the production of budgets, financial plans and other such financial information as deemed required to manage the charity.
What you'll need:
- AAT qualified preferred with at least 5 year's experience
- Experience of maintaining accounting ledgers
- Experience of charity accounting
- Experience of Xero accounting package
- Experience of using Microsoft packages with excellent IT skills, particularly Word and Excel
- Experience of working in a small team
- Experience of performing bank reconciliations
- Experience of producing balance sheet reports and control accounts
- Ability to uphold and implement charity's, vision, values
- Independent worker with effective time management skills
Desirable Experience, Knowledge, Skills and Attributes
- An understanding of Neuro-diversity
- An understanding of good financial management and the importance of care and accuracy
- A good understanding of charity accounting and restricted grant allocation
- Well organised, efficient and accurate
- Able to maintain confidentiality and deal with sensitive information
- Articulate with good verbal and written communication skills
- Ability to maintain controls within the organisation to ensure financial probity
- Ability to work independently on multiple projects and organise own workload and prioritise.
- Confident in working alone or at home
Package:
- Role is full time permanent 5 hours a week
- Hybrid working is an option once training period is completed
- Salary: c.£38K
If you are interested in this Liverpool City Centre based opportunity please get in touch today.
