Finance Officer- Money Management Service

6 months ago


Coventry, United Kingdom Age UK Coventry and Warwickshire Full time

To support the operation and maintenance of the Money Management sales ledger2. To provide cover as appropriate for the Money Management Cashier role - to support the cash ordering process from relevant banks and the operation of client prepaid debit cards3. To carry out regular audit checks of cash safes and personal effect To bag up cash for clients To attend to clients/carers/shoppers attending Warwick Row to collect cash. Under the direction of the Senior Practitioner, prepare sales invoices for Coventry City Council, private and sub-contracted clients.

To support all financial functions and jurisdictions of the Money Management Service. To maintain effective working relationships with internal and external stakeholders as required. To maintain up to date data within Microsoft Outlook calendars. To conduct reconciliation of Money Management transactions monthly.

To participate in the reconciliation of cash transactions daily. To invoice clients monthly and pro-actively manage debtors. To ensure that personal data is processed in accordance with GDPR policy and procedures. To identify service improvements from customer feedback and other relevant evidence and recommend these through the line management structure.

To adhere to all Age UK Coventry & Warwickshire policies with reference to staffing, health & safety, safeguarding and equality. To work within the health and safety policies and procedures for all services. To undertake such other duties as may be reasonably required, consistent with the nature and grade of the post. All staff have an individual responsibility to comply with the Organisations policies and practices.

This job description will be reviewed annually in line with appraisals.


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