Finance Officer

**Job Title**: Finance Officer

**Tenure**: Permanent

**Base**: Head Office, Workington/Home Working

**Responsible to**: Finance Team Leader

**Responsible for**: N/A

**Salary**: £26,907 per annum (£33,634 FTE)

**Hours**: 30 hours per week

**JOB SUMMARY**:
The role of the Finance Team is to provide a comprehensive and supportive finance and administrative service, both internally and externally, to ensure that the financial management of the Charity and Trading Company meets all statutory requirements.

The Finance Officer supports the team with day-to-day financial management, processing and record keeping. The postholder has responsibility for handling and banking donations, the management of the Charity’s Trading company accounts, and supporting the processing of payroll.

**DUTIES AND RESPONSIBILITIES OF THE POST**:
**Key responsibilities of the job**
- Supports the management, administration and preparation of payroll and pensions for our external provider to process.
- Supports regular audits, ensuring appropriate financial procedures are adhered to and assists with the reviewing of procedures in practice.
- Supports the Finance Team Leader with day-to-day finance and payroll tasks and supporting the workload of the Finance Assistant.

1
- Oversees the day-to-day management of the Charity’s Trading company accounts including the quarterly VAT return.
- Maintains online platforms for sales and donations. Analyses the data and prepares reports as required.
- Handles cash, cheques and credit card payments, whilst embedding systems and processes to ensure that all income is collected, recorded, banked in a timely and accurate manner and the relevant information is shared with other teams.
- Maintains, sets up, and retrieves the financial information, ensuring that internal policies and procedures are followed.
- Performs accounting computations and calculations accurately, identifying discrepancies, and resolving any errors.
- Handles high volumes of confidential financial data and information, storing and retrieving it following the internal data management policy.
- Assists in the preparation of income and expenditure accounts and balance sheets and prepares internal reports as required.
- Supports the Finance Team Leader with management accounts and other financial reports as required including, accurate analyses, forecasts, and other information to support the Senior Team.

**Personal Development**:

- To be committed to personal and professional development and complete mandatory and statutory training as required.
- To set challenging goals through the appraisal process to ensure the effective delivery of personal objectives.
- To keep updated with current policies and procedures, as well as external trends and developments.

**General**
- To ensure that personal conduct, ways of working and work activities are always aligned to the Hospice’s purpose and values.
- In accordance with the Data Protection Act 2018 and the General Data Protection

Regulations, to ensure the maintenance of confidentiality in respect of staff, volunteer and client records and all privileged information relating to the services of the Charity, its patients, staff and volunteers and particularly of the area for which directly responsible.
- To promote and foster the Hospice’s reputation and standing within the community and with private, statutory and voluntary sector agencies and organisations.

2
- To adhere to the Health and Safety policy and report all accidents, incidents or near misses promptly and when requested to co-operate with any investigations undertaken.
- To be aware of obligations and to abide by the spirit and nature of the Equal

Opportunities policy to avoid direct and indirect discrimination.
- To undertake any other duties which may be reasonably required.

**Person Specification**

**Finance Officer**

**Qualities Required Essential (E) Method of**
**Desirable (D) Assessment**

**Practical **Accounting qualification such as AAT level 3 **or** similar **or** E A
**Knowledge and **demonstrable relevant experience.
**Qualifications **Knowledge of financial processes E A/I

Knowledge of Sage or similar accounting system E A
Knowledge of payroll D A
Knowledge of sales and supplier invoice processing. E A

**Skills and **Excellent communication skills, with the ability to E A/I
**Competencies **communicate effectively with a variety of audiences.
Ability to work in a pressured environment, to deadlines and on own initiative whilst also taking direction. E A/E
Sets high standards of performance with excellent organisational skills and attention to detail E A/I
Self-motivated with a positive and enthusiastic attitude to work and sees what needs to be done and gets on and does it E I
Be flexible during times of change E A/I
Ability to handle sensitive information and maintain confidentiality E A/I
Ability to come up with potential solutions to problems they encounter. E A/I

**Experience **Experi