Finance Officer

Job Title: Finance Officer

Reporting to: Finance Manager / Head of Finance

Location: Remote

Job Purpose

To provide day-to-day financial support to the business, ensuring accurate processing of transactions, timely reporting, and strong financial controls. This is a hands-on role suited to someone with solid finance experience who is still developing towards more senior roles.

Key Responsibilities

1. Transaction Processing

• Process purchase invoices, ensuring correct coding, approvals and matching to POs where applicable
• Prepare and issue sales invoices, credit notes and statements
• Maintain accounts payable and receivable ledgers, following up on outstanding items
• Post journals for routine transactions (prepayments, accruals, recharges etc.)

2. Banking & Cash

• Perform daily/weekly bank reconciliations
• Monitor and reconcile petty cash
• Assist with cash flow monitoring by updating daily/weekly cash trackers

3. Month-End & Reporting Support

• Prepare supporting schedules for month-end close (e.g. aged debtors/creditors, accruals, prepayments)
• Reconcile key balance sheet accounts under guidance from the Finance Manager
• Assist in producing management reports (P&L, cost centre reports, variance analysis)
• Provide ad-hoc financial data for managers as requested

4. Compliance & Controls

• Ensure all financial records are accurate, timely and complete
• Follow and help improve financial policies and procedures
• Assist with audit requests and external submissions as required

6. Systems & Process Improvement

• Use the finance system (Sage Intacct) effectively, including reporting tools
• Identify and suggest process improvements to increase accuracy and efficiency
• Support implementation of new systems or changes to existing processes

Person Specification

Qualifications

Essential

• Studying towards AAT Level 4 / ACCA / CIMA or similar

Experience

Essential

• 2–3 years' experience in a finance/accounts role
• Experience of accounts payable, accounts receivable and bank reconciliations
• Working with accounting software
• Experience using Excel for basic analysis and reconciliations

Desirable

• Experience in a multi-site or service-based organisation (e.g. care, hospitality, retail, charities)
• Exposure to month-end routines and management reporting

Skills & Competencies

• Strong numeracy and attention to detail
• Able to prioritise workload and meet deadlines
• Good Excel skills (filters, lookups, pivots desirable but not essential)
• Clear written and verbal communication skills
• Ability to work both independently and as part of a team
• Discreet and trustworthy when handling confidential information

Personal Attributes

• Proactive and willing to learn and take on new tasks
• Professional, reliable and well-organised
• Positive attitude and service-oriented approach towards internal stakeholders
• Open to feedback and development toward more advanced finance responsibilities

About Us

Welford Healthcare was founded in 2017 with the goal of building a boutique collection of quality care homes across the UK. Our strategy is to grow our business by acquiring mature care homes with quality foundations and strong potential for improvement and by investing in our people and our properties to ensure our homes are always inviting and homely. Whilst we are a growing business, we never lose sight of our primary and enduring purpose which is to provide good quality care for vulnerable adults. As we acquire new homes, we leverage our resources and expertise to ensure that the homes we run always have our residents' wellbeing at their hearts.

Our senior leadership team has extensive experience of operating, opening and acquiring quality care homes with proven track records in regulatory compliance and running commercially successful businesses where meeting the needs and ensuring the happiness of our residents and our teams are the cornerstones of our approach.