Finance Officer

1 month ago


Bracknell, United Kingdom British Dyslexia Association Full time

**JOB DESCRIPTION**

**Finance Officer**

**Purpose of Job**
To support the Head of Finance in managing all aspects of day-to-day book
- keeping, in accordance with statutory requirements, so as to meet the needs of the organisation.

**Reports to**
Head of Finance

**Key relationships**
- Finance team
- Senior Management Team
- BDA staff and volunteers
- Purchase ledger contacts
- Sales ledger contacts
- Banking contacts
- General public

**Hours of work**
35 hours per week.

**Location**
The post is hybrid - a minimum of 2 days per week at the BDA office in
Bracknell, with the rest of the time home-based. Actual office attendance may vary according to the needs of the Charity, for example at year-end; during audits; etc.

**General**
- Ensure that BDA services are delivered to established standards; customers are satisfied; and the BDA’s reputation upheld at all times
- Ensure that the values and standards of the BDA are upheld in all internal and external projects, programmes and communications
- Represent the British Dyslexia Association in a positive and professional manner, which promotes the visions, aims and objectives of the charity
- Be flexible, adaptable and available to take on other tasks or duties, as requested

**Duties and responsibilities**

**Principal Responsibilities**
- To maintain the financial records in a timely and accurate manner
- To assist in the day to day running of the Finance Department
- To assist in annual and project audits

**Banking, receipts, credit card and cash administration**
- Ensure that cheques and cash received are banked promptly
- Process membership direct debit details on the business management system used by the BDA
- Maintain records of the payments received/refunded through credit card (on-line and via PDQ machine)
- Maintain bank account reconciliations, ensuring that all transactions are recorded in the general ledger

**Sales invoices and debtor administration**
- Set up new debtor accounts/contacts - completing supplier forms/portals as required
- Raise all BDA and BDA(I) sales invoices
- Ensure all outstanding debts are chased on an ongoing basis. Review debtor balances with the Head of Finance on a regular basis

**Purchase invoices and creditor administration**
- Set up of new creditor accounts/contacts
- Input supplier transactions to the purchase ledger
- Review and input staff expenses into Xero
- Upload and reconcile credit card payment transactions in Xero
- Preparation for approval of supplier and staff payment runs including

BACS export file from Xero

**Other duties**
- Liaise with appropriate departments to gather information; resolve problems; ensure transactions are properly authorised in accordance with BDA policy; communicate issues; inform them about payments received or made; etc.
- Assist in the recording of donations including from a variety of platforms

(JustGiving, CAF, etc.)
- Maintain register of fixed assets
- Support the auditors during the annual audit
- Undertake some general administration to support the BDA, to include opening and sorting mail and telephone reception duties
- Undertake some absence cover for the Finance Manager
- Any other duties required of the post holder

**Person specification**
The role would suit an experienced bookkeeper or someone with (or studying towards) AAT or a similar qualification.

**Essential**
- Excellent organisational skills, with the ability to prioritise tasks and deliver to deadlines
- Good attention to detail; consistently produces accurate work, and identifies and corrects errors
- Experience of working with and for a busy team
- A flexible approach, with the ability to adapt to the needs of the organisation as well as unforeseen external developments
- Self-disciplined and confident with a friendly and diplomatic manner
- Able to work independently, is motivated and a ‘self-starter’

**Desirable**
- Holding, or working towards, a recognised accounting/bookkeeping qualification (e.g. AAT)
- Experience of using Xero or similar accounting systems
- Experience working within the charitable sector
- Knowledge of dyslexia and/or neurodiversity

**Skills**
- Excel; Word; basic book-keeping
- Knowledge of Xero would be useful
- Ability to work on your own and as part of a team
- Good interpersonal skills

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- On-site parking
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Bracknell, RG12 8FB: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Accounting: 1 year (preferred)

Work Location: Hybrid remote in Bracknell, RG12 8FB

Application deadline: 24/03/2023


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