Finance Assistant

Location Stockton-on-Tees
Discipline: Accountancy & Finance
Job type: Permanent
Salary: £23,000 - £25,000
Contact name: Emily Watson

Contact email: emily@sirecruitment.com
Job ref: 22005
Published: 4 months ago

We are collaborating with a Stockton-based charity seeking to hire a Finance Assistant on a full-time or part-time basis. The successful candidate will have the opportunity to progress to an officer role after gaining experience in the charity sector and acquiring a deep understanding of its complexities.

Reporting to the Head of Finance, the Finance Assistant will assist in accounting procedures within the organisation, ensuring compliance with rules and regulations.

The role involves maintaining financial procedures and systems, assisting in producing budgets and management accounts, and ensuring accurate and timely financial recording on Sage.

Key Responsibilities:

  • Ensure all financial information, systems, and processes meet the requirements of the charity and legislations

  • Implement and uphold adequate financial controls

  • Provide up-to-date records and financial reports to management, Finance Committee, and external organisations

  • Ensure authorisation, receipt, and proper recording of all income and expenses in a timely manner

  • Reconcile receipts and payments made on behalf of clients, recording them accurately

  • Periodically reconcile bank, cash, investment, payroll, and other control accounts

Job-Specific Responsibilities:

  • Maintain the purchase and sales ledger, ensuring timely and accurate capture of income and payments

  • Assist in the preparation of monthly management accounts, including P&L, Balance Sheet, cash flows, and forecasts

  • Claim Gift Aid from HMRC, including retail Gift Aid

  • Process monthly payroll accurately and in a timely manner

  • Monitor grants received and associated spend, providing financial information for grant applications

  • Act as a key point of contact for other departments on financial matters

  • Stay updated on new legislation impacting the organisation's operations.

Person Specification

  • Experience with accounting packages

  • 1 year of office accounting experience

  • Studying towards AAT or AAT qualified

  • Strong IT and analytical skills

  • Understanding of Accounting principles

  • Understanding of required financial controls

Company Benefits:

  • Enhanced holiday leave of 33 days annual leave (pro-rata for part-time employees), rising to 35 after 5 years' service

  • Bespoke induction plan and a 6-month induction program for new staff

  • Ongoing training and development

  • Employee Assistance Programme offering confidential professional support

  • Company Pension Scheme

  • Staff discount

  • Free on-site car parking and refreshments

  • Social and charitable events

  • Payment of membership fees for professional body memberships if required for the role.