Finance Assistant

Job Title: Finance Assistant

Salary: £25,000 - £12,750 for 6 months

Responsible to: Head of Finance

Location: Birmingham, Hybrid working model, 1 day a week in the office, 4 days at home

Hours of Work: Full time, Monday to Friday

Contract: Fixed term 6 months

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.

By working collaboratively with communities we aim to bring about sustainable change on an social, environmental and economic level; to do the social knitting required to create stronger and more resilient communities and to support communities to identify, mitigate and remove the barriers that prevent them from living active and connected lives.

You may like to watch this introductory video which showcases the positive work of The Active Wellbeing Society: TAWS Launch October 2018 - YouTube

All criteria are essential, and your application will be assessed on all points detailed below.

• AAT qualification or equivalent.
• At least 2 years’ experience in a similar finance role.
• Experience with month and year end and procedures.
• Accounts Receivable experience is essential.
• Experience of managing multiple deadlines with a track record of delivering under pressure.
• Accustomed with Accounts Payable.
• Intermediate to Advanced Excel knowledge.
• A knowledge of Microsoft Office (Outlook and Word in particular) to an intermediate level.
• Microsoft Teams.
• Desirable: Accounts IQ.
• Part qualified accountant or studying towards a professional qualification (ACA, ACCA, CIMA)

The below is a reflective of what you'll be responsible for.

• Assisting with the cashbook reconciliation.
• Assisting in raising sales invoices which involves verifying orders and updating the finance system (Accounts IQ).
• Sending out relevant invoices via email.
• Reconcile bank and other financial accounts to ensure accuracy and completeness.
• You will maintain the Accounts Receivable ledger, covering all aspects including invoicing, receipts and credit control.
• Understand the Cashflow report in Excel and how it is engineered and to be maintained to a high standard.
• Take ownership of the monthly spend report in Excel with a clear understanding of legal entity transactions, inter-company transactions and project spend complexity.
• Manage Sun Spot café cashflow
• Supporting year-end audit.
• Any ad-hoc tasks which form part of the role.

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

• Annual Leave – 38 days! 25 days AL (increasing to 29 days with service) plus 5 wellbeing days and 8 bank holidays. 
• Flexible working, home working and remote working options available 
• 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). 
• Fantastic volunteering opportunities within The Active Wellbeing Society every month.

Please submit a cover letter demonstrating how you meet the competencies required for the Finance Assistant, ensure your application includes detailed responses to each of the questions outlined below:

1. At least 2 years experience in a similar finance role
2. AAT Qualified
3. Treasury Experience
4. Experience with month and year end experience and procedures
5. Intermediate Excel

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. As part of your application, please specify which vacancy you are interested in. Please note if you don't make reference to your preference, we will assume you are interested in either vacancy. Thank you once again.