Job Description

Finance Officer

Responsible to:

Finance Manager

Salary:

25,750 per annum, pro rata

Hours:

24 hours per week (Monday to Thursday)

Holidays:

25 days + bank holidays per annum, pro rata

Employing Body:

TSL Kirklees

Place of work:

Brian Jackson House, 2 New North Parade, Huddersfield, HD1 2JP

Type of Contract:

Permanent

Closing Date for Applications:

3rd October 2025

Interview Date:

8th October 2025

Job purpose

To support the effective financial management of TSL Kirklees through accurate processing, monitoring, reporting, and administration of financial activities. This includes maintaining the organisation's accounting records, supporting project finances, preparing reports, and ensuring compliance with internal policies and external requirements.

Main duties and responsibilities

1. Finance Support & Bookkeeping

Monitor income and expenditure in line with financial procedures and policies. Review and code payments, including invoices, credit card transactions, and petty cash. Enter income onto QuickBooks and oversee accurate data entry of expenditure. Raise invoices for contracts, grants, and other income sources. Oversee the payment of bills, ensuring compliance with procedures and timely payment. Add new funding streams to QuickBooks, setting up recurring journals and budgets. Actively manage and chase outstanding debtors for prompt payment.

2. Budgeting & Financial Planning

Support the Finance Manager in preparing budgets, forecasts, and cashflows. Coordinate with Project Managers to collect required data for budget preparation. Develop budget templates and assist in preparing class-wise, month-wise, and overall budgets. Upload budgets onto QuickBooks. Monitor the monthly breakdown of salaries against funding allocations. Prepare and post journals, including recharges and recurring entries. Support the Finance Manager with preparation of year-end accounts and liaising with auditors.

3. Financial Reporting

Produce supporting schedules for the quarterly management accounts. Assist with quarterly management reports, including Financial forecasts, Trend analysis & Graphical data presentation. Prepare and maintain accurate financial reports for projects and contracts. Produce financial information required for external funding claims. Support Project Managers in maintaining accurate financial records, raising concerns on any underspend/overspend.

4. Reconciliations & Controls

Perform regular bank and credit card reconciliations. Reconcile aged debtors and creditors. Conduct balance sheet reconciliations and process year-end accruals. Perform Budget vs. Actuals analysis and support forecasting updates.

5. Systems Administration

Administer BreatheHR, including employee setup, holiday calculations, and updates. Manage Flick Learning - assign training to staff and monitor completion. Maintain the Room Booking Purchase Order Sheet.

6. General & Team Support

Provide information and support to the external auditor during the audit process. Deputise for other members of the Finance Team when required. Undertake additional tasks as needed to support the aims and operations of TSL Kirklees. Work in a manner consistent with TSL Kirklees values and the spirit of its Strategic Plan, policies, and procedures.

Expectations

All staff employed by TSL Kirklees must comply with the policies and procedures, undertake appropriate training required for their role and commit to maintain confidentiality. Understand their personal responsibilities with regards to data quality for any information which they create, use or process in accordance with the Data Protection Act 2018 Comply with the provisions of TSL Kirklees Health and Safety Policy. Ensuring their own safety and that of colleagues, service users and visitors. Know the action to be taken in the event of a fire and must undertake fire training annually. Engage with supervision and an annual Appraisal, during which mandatory, role specific and personal development needs should be identified and agreed. Recognise, respect and support the equality and diversity of staff, colleagues, member organisations and the public. Contribute to a working environment which promotes and responds positively to difference and diversity. Demonstrate, through practice and practical understanding, the importance of the continual development of individual, team and service wide quality improvement. Work flexibly to meet the needs of the service/organisation, whilst working within a culture of progressive employment practices and commitment to staff wellbeing. Be socially responsible by complying with measures that support TSL Kirklees in reducing or offsetting our environmental impact. Identify and report risks, hazards, incidents, accidents and near misses promptly. To attend TSL Kirklees Board meetings as required
This job description is an outline of the main duties of the post. The postholder will be required to undertake other duties that are compatible with the nature and grade of this post, as directed. The content of this post will be reviewed in consultation with the postholder when necessary and in line with the service developments.

Finance Officer

Person Specification

Qualifications

Relevant accountancy qualifications or equivalent work experience

Essential Criteria

Experience

Previous work experience in a Finance Assistant, Finance Officer or similar role Experience of using QuickBooks or other similar online accounting software Experience of successfully supporting the administration and finances of an organisation Experience of supporting financial administration for various projects.

Skills

Excellent numerical and written communication skills, with a good eye for detail, and the ability to spot errors. Willingness to learn and acquire new skills. Excellent organisational skills Ability to prioritise tasks and work in a fast-paced environment. Ability to work flexibly, using own initiative. Ability to communicate competently with a range of people, via email, telephone, online and face to face meetings. Good IT skills Be open to change. Commitment to supporting our members and working together. Commitment to working in an inclusive way, making everyone feel welcome and valued. Listening skills Commitment to quality and continuous improvement A desire to achieve results.

Desirable

Recognised accountancy qualification Experience of working in an infrastructure organisation. Recent finance/accounting experience. Experience of working in the VCSE sector in Kirklees. Bilingual or multi-lingual.
Job Type: Part-time
Contract length: 12 months

Pay: 25,750.00 per year

Expected hours: 24 per week

Experience:

Accounting: 1 year (required)
Work Location: In person