Finance Operations Officer

2 weeks ago


Tonbridge, Kent, United Kingdom Charities Aid Foundation Full time
Finance Operations Officer

We are seeking a highly skilled and detail-oriented Finance Operations Officer to join our team at Charities Aid Foundation. As a key member of our finance team, you will play a critical role in ensuring the smooth operation of our financial processes.

Key Responsibilities:
  • Process and prepare financial transactions, including investments, purchases, sales, and transfers, ensuring accuracy and compliance with CAF policy.
  • Monitor and respond to incoming investment instructions, ensuring timely and efficient routing to third-party providers.
  • Perform first-line checks on investment instructions to ensure compliance with CAF policy and procedures.
  • Allocate bank receipts accurately and in line with Know Your Customer (KYC) requirements.
  • Reconcile control and suspense accounts, resolving any issues promptly and liaising with other departments as needed.
  • Prepare tax refund claims to HMRC accurately and ensure correct tracking.
  • Calculate and process manual fees accurately.
  • Assist in recording all tasks linked to Key Performance Indicators (KPIs).
  • Undertake training in new processes and methods, demonstrating adaptability and a willingness to learn.
  • Contribute to the development of new work processes and procedures, assisting with implementation and solution development.
  • Take ownership of work items, ensuring high standards of quality and timely resolution.
Requirements:
  • Previous experience in a finance environment.
  • Strong Microsoft Word and Excel skills.
  • Ability to work in a hybrid environment, with a focus on flexibility and adaptability.
  • Excellent communication and customer service skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • A chance to make a meaningful contribution to the charitable sector.


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