Finance Assistant

The Finance Assistant will assist the Head of Finance with daily financial management, including annual budgeting and monthly management accounts.

Day to Day of the Role:

• Process all forms of income accurately into the fundraising CRM and accounts package.
• Ensure correct coding of gift and donation income with appropriate campaign, appeal, and fund details.
• Reconcile income between the bank and the fundraising CRM.
• Handle purchase invoices with proper authorisation and accurate coding.
• Reconcile company credit card expenditure and process expense claims promptly.
• Perform month-end bank reconciliations, including online donation platforms.
• Process non-income and non-creditor payments efficiently.
• Assist with month-end accounts, year-end accounts, audit, and annual budgets.
• Manage monthly accruals, prepayments, and update grants spreadsheet.

Required Skills & Qualifications:

• AAT minimum level 2 (or equivalent experience)
• Experience using accounting software
• Experience using CRM system

Benefits:

• 27 days holiday plus BH
• Enhanced health cash plan
• NHS benefits
• Employer pension contribution of 6%, employee 4%