Role – Finance Officer

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Finance Officer

Overall Aim

Reporting to the Resources Manager, the purpose of the role is to provide financial administration support to the organisation.

Job Description

Job title:                                   Finance Officer
Department:                             Resources
Reports to:                               Resources Manager
Location:                                 Barry
Salary Scale:                           £17,072 – £21,962 per annum depending on experience
Hours:                                    37 hours per week f/t
Annual leave Entitlement:         30 days p.a. plus bank holidays
Contract:                                 Permanent

Closing Date:                           Friday 20th October 2017, 5pm
Interview Date:                         TBC

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Please send your CV clearly showing your educational qualifications, finance experience and any other relevant experience to

Key Responsibilities

Financial Administration

  • Maintain and update accounting systems and records using bespoke software and templates.
  • Assist with the preparation of budgets for funding bids, projects and the annual organisational budget.
  • Prepare information for, and liaise with, payroll services.
  • Provide Chief Executive, Resources Manager and Operational managers with information required on an ad hoc basis.
  • Assist Chief Executive, Resources Manager and Treasurer in preparation of financial statements and reports to the Trustee Board.
  • Review and monitor supplier costs to ensure value for money is achieved.
  • Maintain VAT records and submit quarterly returns to HMRC.
  • Maintain petty cash records and make payments within pre-determined limits.
  • Reconcile monthly bank statements.
  • Liaise with suppliers as required.
  • Prepare and record sales invoices as required
  • Prepare cheques for payment.
  • Make authorised payments to employees and other creditors.
  • Assist company auditors in the preparation of annual accounts
  • Control pension payments, and insurance/assurance records.
  • Maintain all required paper records.

General Administration

  • Use photocopier, fax and other office machines as appropriate.
  • Create and maintain filing systems in accordance with the organisation’s procedures.
  • Maintain diaries and work records.
  • Answer the telephone and refer calls or take messages.
  • Send and respond to email.


  • Attend appropriate internal and external meetings as agreed with the line manager or supervisor. Take minutes where requested.

Other duties and responsibilities

  • Abide by health and safety guidelines and share responsibility for own safety and that of colleagues.
  • Any other relevant administrative and support duties required to ensure the smooth running of the organisation.

Person Specification


  1. Previous financial administration experience.
  2. Knowledge and experience of accounts.
  3. Understanding of and commitment to the aims and principles of the service and its equal opportunities policies.
  4. Ability to monitor and maintain own standards.
  5. Ability to work on own initiative, prioritise own work, meet deadlines.
  6. Excellent interpersonal skills.
  7. Excellent communication skills to level required for drafting correspondence.
  8. Ability to keep accurate records and produce reports.
  9. Excellent IT skills, particularly in Microsoft applications such as Excel.
  10. Flexible approach and willingness to work as part of a team.
  11. Ability to research, analyse and interpret information.


  1. Experience of using QuickBooks accounting system.
  2. Experience of Bureau FM finance and accounting systems.