Finance Officer

Salary: £26,000 - £29,000 per annum DOE

Location: Hybrid to include Tyseley, Birmingham and homeworking

Contract type: 6 month Fixed term contract

Hours: 36.5 per week working Monday to Friday 9am - 5pm

The Active Wellbeing Society (TAWS) is a community benefit society and cooperative working to develop healthy, happy communities living active and connected lives. 

Our vision is for a society where people have the autonomy, capacity, resources and skills to become the architects of their own destiny; where our individual wellbeing is recognised as being bound up in our collective responsibility to and dependency on each other; and where all of us feel empowered as agents of social change to make a difference – whether at an individual level or more widely. 

An exciting position has arisen for a Finance Officer to work for a community benefit society to provide year-end and on-going support to the finance team for up to six months.

This position will offer variation covering many duties within Finance.

1. You will have responsibility for key aspects of financial and management reporting and control to deliver timely and reliable reporting.
2. You will assist the current Assistant Management Accountant, Purchase Ledger Clerk and Payroll Assistant on a daily basis. 
3. The post-holder will, on a regular basis, liaise directly with each finance team member and report to the Head of Finance.
4. Assist in the sales ledger, which involves verifying orders and updating the finance system (Accounts IQ). Additionally sending out relevant invoices via email or accessing customer portals.
5. Assist the purchase ledger, including matching invoices with purchase orders and obtaining approvals from relevant managers. This information is then recorded in Accounts IQ. Also onboarding new suppliers in Accounts IQ and verifying bank details.
6. Perform credit control checks.
7. Assist with the monthly payroll cycle.
8. Input month-end journal entries.
9. Conduct bank reconciliations.
10. Assisting with month-end management accounts and reporting.
11. Assist in analysing the Profit and Loss accounts.
12. Assist with Balance Sheet reconciliations.
13. Support year-end audit.
14. Any ad-hoc tasks.
15. Provide timely responses to internal and external stakeholders and deal with queries in a timely manner.
16. Adhere to the deliverables timetable, and maintaining a strong working relationship with the senior leadership team. 

1. At least 2 years experience in a similar finance role
2. Experience with month and year end experience and procedures
3. Accounts Payable, Accounts Receivable and Payroll experience
4. Experience of managing multiple deadlines with a track record of delivering under pressure
5. Good communication skills – written and verbal
6. Intermediate to Advanced Excel knowledge
7. A knowledge of Microsoft Office (Outlook and Word in particular) to an intermediate level
8. Microsoft Teams
9. Degree educated in Finance
10. Strong ability to plan ahead and manage multiple priorities effectively
11. Ideally you will be AAT qualified.
12. Studying towards a professional qualification (ACA, ACCA, CIMA), but this is not essential. 

We offer our team members a comprehensive staff benefits offering to include:

• Annual Leave – 25 days FTE (increasing to 29 days with service) plus 5 wellbeing days.
• Nest Pension – 8% employer contribution - 3% employee contribution.
• Heath Cash Plan – giving you discounts on everyday healthcare such as dental, optical, physio, prescriptions & more.
•  Employee Assistance Programme (counselling and DRs on call 24hrs a day).
• Life Assurance – x4 your salary paid to beneficiary.
• Flexible working.
• Fantastic volunteering opportunities within The Active Wellbeing Society every month.

Previous applicants should not apply.

Please submit a Cover Letter and CV addressing the experience you have had relevant to the 'Main Duties' and the 'Knowledge & Skills' sections of the advert, but as a minimum please address how you meet the the following criteria which will be weighted highly in the first sift of shortlisting:

1. AAT Qualified (Desirable)
2. Studying towards a professional qualification (ACA, ACCA, CIMA) (Desirable)
3. At least 2 years experience in a similar finance role (Essential)
4. Experience with month and year end experience and procedures (Essential)
5. Accounts Payable, Accounts Receivable and Payroll experience (Essential)

Closing date: Sunday 19th May 2024 at midnight

Interview date: TBC

Due to the high numbers of applications we received for our job vacancies, we may close application windows early, so we would encourage you to submit your application ASAP

We will provide all applicants with an outcome on your application, this will usually be within 1 week of the application window closing.

Successful applicants will be required to be DBS checked prior to starting.

Our customers come from all walks of life and so do we, in recruiting for our team we welcome the unique contributions that you can bring. The Active Wellbeing Society is committed to being an equal opportunity employer, we recruit based upon capability and all applicants will receive consideration for employment without regard to age, disability, gender reassignment, marriage and civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientation. At The Active Wellbeing Society we are searching for people who share the passion for what we do with different backgrounds, perspectives and experiences, collectively making a difference.

If there is anything we can do to assist you in your application or preparations to be interviewed for one of our job vacancies please let us know and we can ensure you have a positive and comfortable experience.

Thank you for your interest in working for The Active Wellbeing Society, we look forward to receiving your application.

If you have any questions once you have read the Job Description or would like an informal chat about us, and/or, the role, please contact: [email protected] and we will be happy to help.