Finance Assistant

Finance Assistant

Age UK Wandsworth is a local, independent charity that works to promote the wellbeing of all older people in the London Borough of Wandsworth. We offer a variety of services with the goal of helping older people to age well in Wandsworth. Our charity is growing and we are now seeking a calm, professional and organised Finance Assistant for our Head Office to help our small team become even more efficient in serving older residents in the borough.

Duties:

1. Maintain accurate records and receipts of all daily transactions.

2. Ensure accurate financial records in Sage are kept up to date with the latest transactions

and changes.

3. Raise and process invoices and deal with any queries.

4. Check and collate expense claims, assisting other staff as necessary.

5. Assist with bank reconciliation and cash handling.

6. Update the database with contact and transaction information.

7. Run reports from databases and other management tools.

8. Assist with preparation for external audit and respond to audit requests.

9. Run annual Gift Aid reclaim from HMRC.

10. Liaise with staff about payments for charity services and associated invoices.

11. Assist in preparing monthly management accounts schedules or reconciliations.

12. Help monitor budget variances and support staff with basic financial queries.

13. Support data cleansing and quality assurance for finance-related systems.

14. Contribute to year-end procedures, including accruals and prepayments.

15. Attend staff meetings and actively participate and constructively respond to regular

supervision, feedback and training.

16. Take responsibility for developing own knowledge in all areas within the wider

organisation and participate in any training opportunities available.

17. Cover other Finance Team members when they are on leave.

Please note:

• This job description will be reviewed on a regular basis and may be subject to change, particularly as the needs of the charity and our services change. 

• All staff at Age UK Wandsworth are required to undergo DBS checks and to regularly participate in safeguarding training. 

• There will be occasional travel around Wandsworth, e.g. between sites, attending meetings, etc, so the postholder will need to be able to navigate public transport independently.

Knowledge, Experience, Skills and Abilities

Essential:

1. Skilled use of 365 and Microsoft Office packages and the confidence and ability to learn how to use our database and additional external applications, such as Sage accounting software.

2. Excellent oral and written communication skills and be able to communicate in an effective, professional and courteous manner with stakeholders.

3. Excellent numerical skills and attention to detail. 

4. Knowledge of basic accounting understanding would be helpful, but full training will be provided and additional development opportunities will be available.

5. Experience of working with confidential data and a commitment to the principles of  GDPR.

6. Ability to independently organise, prioritise and plan a diverse workload to meet deadlines. 

7. Must be self-reflective and able to receive feedback calmly and objectively and then adjust work as necessary.

8. A friendly, open personality with the capacity to be flexible, manage change and proactively use initiative when faced with challenges encountered in a very busy environment.

Desirable:

1. Previous finance experience in another organisation.

2. AAT Level 2 certificate or equivalent.

3. Knowledge and experience of Sage or other accounting software.

4. Experience of working with senior leaders in an organisation.

Apply now