Assistant Finance Officer

As we enter a new and exciting stage in its provision of support and business expansion, we are looking for a highly motivated Assistant Finance Officer to join our friendly and supportive team.

**Job title**: Assistant Finance Officer

**Industry**: Charity / Finance

**Hours**: Core hours Mon-Fri, flexible working opportunities available

**Salary**: £23,00 - 25,000 per annum, depending on skills, qualifications and experience + Plenty of benefits (Listed below)
- Pro rata - 2080 annual hours

**About Us**

We are a local charity, providing support services throughout the Eden Valley, from our office & opportunities centre based in Penrith. Our services and businesses provide bespoke support for children, young people and adults, who have additional learningneeds, learning disabilities and/or neurodiversity (autistic spectrum).

We believe in supporting individuals to access and integrate within their local community and enable people to access the wider community, by assisting individuals with social skills and providing the opportunity to live and experience an ordinary life,as independently as possible.

Skilled and experienced staff, who enable people to meet their individual needs, are at the forefront of our services. We can be a busy environment with various services being available 24 hours a day 7 days a week. Through a friendly, supportive and collaborativeapproach we excel in our commitments whilst still striving to maintain a healthy work / life balance

**Our services include**:

- Supported Independent Living - in peoples own homes
- Independent living skill building/enhancement
- Community based and day centre based opportunities - skill building, work placements, supported employment, volunteering, learning, training and development.
- Personal individualised support in a person’s home or community
- Work placement and employment support in local businesses
- Real paid work opportunities in our developing trading arms
- Training with certification
- Career progression pathway
- Social and recreational support and opportunities
- Life, friendship, relationship and personal development
- Clubs, short breaks, activities and holiday

**Job description**:
As an integral member of the office, you will be able to work with a number of different revenue streams including business income as well as private and governmental funding. Proficient in Sage payroll & Quickbooks as well as assisting with budget preparation,cash controls, reconciliation, manage and maintain effective data collection, audits and preparation of reports to the trustees by use of excel, word or power point. Ideally, you will have a robust understanding of charity financial law as well as currentand upcoming legislation.

**Responsibilities will include**:

- Budget preparation
- Assist in setting up financial policies and procedures
- Assist and maintain cash controls
- Assist, maintain and reconcile the general ledger
- Monitor cash reserves
- Prepare and reconcile bank statements
- Establish and maintain supplier accounts & process supplier invoices
- Assist and maintain the purchase order system, ensure data is entered into the system
- Work with the Operations Manager to create management reports for each social enterprise business
- Attend quarterly Board meetings to deliver reports and take direction
- Issue payments for all accounts due
- Ensure security for Financial transactions
- Ensure transactions are properly recorded and entered into the computerised accounting system
- Prepare balance sheets for Treasurer
- Reporting to CO & Trustees at finance meetings, responsibility for financial controls
- Manage and maintain effective system of data collection
- Insurance, certification and legislation
- Regular cash spot check audits of clients finances as required by contractual engagement.
- Working in collaboration with our Finance Officer to learn current processes and systems, with the possibility of taking up the Finance Officer position upon their retirement.
- Comply with all policies and procedures, terms and conditions detailed in the company handbook and your contract of employment.
- To maintain good working relationships with colleagues and professionals.
- Carry out such other duties appropriate to the post

You will engage with people, their parents / carers / families and stakeholders providing a positive view of our company. You will ensure that the service is always delivered with respect and a commitment to equal opportunities.

**Person Specification**:

- Proficient in Sage payroll and Quickbooks
- Proficient in excel & word suites
- Aware of financial regulations and legislation
- Understanding of UK GDPR and Data Protection
- Experience of budgets including preparation
- Understanding of the importance of confidentiality
- Ability to effectively communicate
- Ability to actively listen
- Ability to remain calm and professional
- Computer literate
- Maths & English GCSE - level C
- Financial qualification
- Relevant certificated training
- Transferable skills

**Benefits / why work with us?**
- Enrolment into our workplace pension scheme into which we contribute 3% of your salary if you meet our qualifying criteria.
- Enrolment into an employer paid healthcare scheme that allows you to claim money towards the cost of dental, optical and other medical expenses and additional benefits for your well-being. With the option to add your partner and free children’s cover. (Followinga successful probation period)
- Your Birthday off every year
- Your wages BACS into your bank account 3 working days before the end of every month
- Employee of the month - lucky dip treatIntroduce a friend