Job Description

Job Title

: Finance Officer

Reporting To

: Deputy Manager, Registered Manager, Board of Governors

Hours:

25 hours per week over a 4 or 5 day period.

Starting Wage:

18.00 per hour

Location

: Croft Care Trust

Main Purpose of Role

The Finance Officer is the Trust's only accounting role, providing a comprehensive finance service across all areas of the organisation.

The position is responsible for preparing the annual budget, producing accurate monthly management accounts, and maintaining robust financial records. The role requires excellent attention to detail, strong Excel skills, and the ability to work independently within a small team environment.

Key Responsibilities

Budgeting and Forecasting

Prepare the organisation's annual budget and periodic financial forecasts. Work with management to ensure budgets are realistic, accurate, and aligned with operational priorities.

Management Accounts

Produce monthly management accounts in advance of Board meetings. Analyse financial results, highlighting key trends, variances, and issues to management. Provide clear commentary and recommendations to support decision-making.

Financial Administration

Maintain accurate financial records in accordance with accounting standards and Trust policies. Ensure all income due from funding agencies is received promptly, escalating issues as necessary. Process journals, accruals, and prepayments as part of month-end routines. Reconcile balance sheet accounts, investigating and resolving discrepancies. Perform regular bank reconciliations. Investigate and resolve financial queries efficiently. Process supplier invoices and make payment on a regular basis ensuring compliance with supplier payment terms. Raise resident invoices and ensure all expenditure incurred by the Trust is recovered. Administer petty cash transactions and maintain supporting documentation. Provide financial guidance and support to non-finance colleagues as required. Undertake any other finance-related duties as directed. Liaise with nominated Accountant in relation to annual audit.

Other Duties

Manage residents' digital wallets, ensuring sufficient funds are available at all times. Apply for VAT exemptions and Gift Aid claims where applicable. Maintain strong working relationships with external agencies, auditors, and suppliers. Comply with all GDPR and confidentiality requirements. Support the payroll process as required. Support management of utility contracts.

Person Specification

Essential

AAT Level 4 qualification (or equivalent) with relevant accounting experience in a similar role. IT literate with Strong Excel skills, including use of formulas and pivot tables. Experience in preparing budgets and management accounts. Excellent attention to detail and accuracy. Ability to work autonomously and manage own workload effectively. Strong organisational skills with the ability to prioritise and meet deadlines. Excellent interpersonal and communication skills. Ability to maintain confidentiality and demonstrate integrity. Flexible and adaptable approach to work within a small team.

Desirable

Experience using Sage accounting software. Previous experience working within a charitable or not-for-profit organisation.
Job Type: Part-time

Pay: From 18.00 per hour

Benefits:

Company pension
Work Location: In person