Financial transactions manager jobs in Birmingham

The Tenovus Macmillan Welfare Benefits Caseworker Role

We’re excited to lead a pan-Wales Financial Health and Wellbeing Service funded through our Macmillan partnership to directly help people with a cancer diagnosis.

We're recruiting experienced Welfare Benefits Caseworkers across areas in Wales in the Hywel Dda & Cwm Taf University Health Boards for a 3 year Fixed Term contract.

With your expert and specialist knowledge and experience in the Welfare Benefits advice area you’ll be able to apply this within the cancer community at a crucial time for these individuals to meet their needs.

You'll need to be available to attend an Assessment Centre in Cardiff week commencing 20th April for a 1st June start date

The Tenovus Macmillan Welfare Benefits Caseworker Role Details

Covering the Hywel Dda or the Cwm Taf University Health Board this is an important and meaningful advice role in the cancer community for an experienced Welfare Benefits Caseworker. Managing a fully triaged caseload of welfare benefits clients across your specific area when it comes to cancer you’ll put your existing expert welfare benefits knowledge to good use, so your clients receive their full benefits and entitlements.

Your work is mainly done over the phone but may also be in person or digitally where you’ll be delivering a casework management and advice service for people with a cancer diagnosis and providing all the necessary support.

You’ll receive your referrals through your colleagues delivering the first contact element of the service. These referrals will contain full details of the advice needs ready for you to action the next steps. You’d also be required to independently build professional partner working relationships to support your role across the University Health Board as we grow the service.

What’s key is our service user experience is slick, professional and personable whether that’s with partners or services users.  You’ll be supporting and advising your own caseload of clients with a chronic cancer condition or a life-limiting cancer prognosis so knowledge of working with people with disabilities, people too ill to work or in a distressing situation is something you can comfortably manage in a targeted environment. 

It’s a rewarding welfare benefits job working with people with a cancer diagnosis. It’s one where you’ll make an immediate difference through your practical and sound advice, existing customer service skills and knowledge and experience in the welfare benefits area.

Whilst we offer flexible home working options, we require your ability to commute across your specific University Health Board (Hywel Dda or Cwm Taf) and to our Cardiff Head Office when necessary with Head Office working welcomed. For example, you’ll need to be flexible to commute to Cardiff with a higher concentration of days during your induction and probation period for training and team interaction on at least a monthly basis or across your University Health Board for partnership working.

The Tenovus Macmillan Welfare Benefits Caseworker Fit

We’re looking for a relationship builder and a team player who is an expert in this type of benefits advice field. You can comfortably manage a busy caseload, glean key information and tailor your communication style in a common sense and logical approach. You’re a detailed and analytical thinker who handles sensitive conversations and emotions well and with resilience.

It’s not just in doing the nuts and bolts of the job but how you go about it that matters just as much.

Making a difference for people affected by cancer is at the heart of what we do. Our values are our guiding principles in how we go about doing that in the way we think, go about work and interact with people and across teams.

Solution solving with a collaborative and open mind, being inclusive and super supportive and team focused means you’ll fit in well. You work in a way that can adapt to dealing with curve balls and know when to ask for help all whilst keeping on top of the day to day to keep focus on what’s important to achieve our shared goals

If you’re an adaptable and motivated person who’s proud to deliver quality work, has a people focused attitude and is excited to be part of our work we’d love to hear from you.

The Tenovus Macmillan Welfare Benefits Caseworker Skills

If you're seasoned in this area we’d love to see your application demonstrating how your skills or experience match the job role essentials and understand your motivation behind your application and what you’d bring to the team.

To be great in this role you’re skilled with:

• The expert Welfare Benefits advice knowledge & customer service capabilities -you confidently know and can explain your stuff and help others well taking on feedback
• Producing well managed and quality work on time – you’re careful and double check your work, manage your own time independently and are results focused to get a job done well within a deadline
• A flexible approach to working – your attitude’s good when there’s pressure to deliver and you adapt to the flow of work recognising where you need to change your focus
• Being collaborative, team and people focused – you know how to deliver great customer service. You work well with your colleagues to help them, listen to others’ ideas and put forward your own ones and demonstrate how you treat customers, so they feel valued
• Solution solving – you’ve a positive and resilient attitude looking for the best options in any situation or challenge things appropriately when coming up with a new idea or have a suggestion

At Tenovus Cancer Care we’re guided in all that we do by our core values. These are: Collaborative, Integrity, Innovative, Respectful and Inclusive. We’re dedicated to making our workplace diverse and inclusive where everyone feels they belong and can be their authentic selves at work. This means that whatever your background you’ll have an equal opportunity with us.

With our commitment to safeguarding the successful candidate’s role is eligible for an enhanced DBS check (Adults)

Applying is easy, just click the ‘Apply Now’ button at the top of the page and follow the online process. If you’d like any help with your application or to discuss any adjustments you may need please contact our People Team.

Pathway Project is an inspiring Domestic Abuse Charity that makes a difference, it's a great place to work, we are a charity with big ambitions and huge energy and we need a Finance Manager who can match our energy.

We are currently evolving a bold new strategy and a passion  for excellence in service delivery. Supported by a driven and energetic board of trustees the new Chief Executive is leading Pathway Project through their ambitious plans.

It’s a really fantastic time to join our amazing charity as we move into the next phase of our exciting journey.

We are looking for a new Finance Manager to be responsible for the effective day-to-day financial management of the charity supporting the CEO with the Finance Strategy.

She will be driven, ensuring robust financial controls, accurate reporting and compliance with statutory and regulatory requirements including the Charity Commission and Charity SORP (FRS 102).

She will work closely with the CEO, SMT and Trustees and she will provide clear, timely financial information to support sound operational and strategic decision-making and help ensure the long-term sustainability of the organisation.

Primary purpose of the role:

WECare’s Finance Officer will support the Head of Finance in the day-to-day financial operations of the charity, ensuring financial transactions are accurately recorded, reconciled, and reported. The role will play a key part in maintaining financial transparency and strong financial controls across the organisation, particularly in managing donations, supplier payments, and internal financial processes. The successful candidate will bring a high level of accuracy and attention to detail, while also being able to understand the wider goals of a mission-driven organisation and the importance of responsible stewardship of donor funds. As WECare continues to expand its programmes and impact, this role will support improvements to financial systems and processes, helping ensure the charity can scale effectively while maintaining strong financial governance.

The position is available for part-time 20-30 hours at the beginning with potential to grow to full time.

Location: Remote in the UK (UK & Sri Lanka Time Zone Availability)

Who we are:  

WECare Worldwide is a UK and Sri Lankan registered charity set up by veterinary surgeon Janey Lowes. Our mission is to provide international standard veterinary care for less fortunate animals around the world, starting in Sri Lanka. The WECare Team is made up of passionate, dedicated and brilliant individuals who know how to work hard and enjoy ourselves while we do it. We aim to change the outlook for street dogs worldwide, with 75% of the globe’s dog population going without access to healthcare. We want to plug that gap and provide them with a whole lot of love while we do it!

Key responsibilities:

1. Financial Administration:

• Manage the finance inbox and respond to finance-related queries

• Record supplier invoices and maintain accurate financial records

• Ensure correct coding of expenditure across departments and projects

• Reconcile company credit cards and other financial transactions

2. Financial Reporting:

• Support the Head of Finance with preparation of management accounts and year end accounts

• Assist in preparation of year-end financial information and audits

• Contribute to maintaining strong financial controls and reporting standards

3. Accounting :

• Work within accounting platform to maintain organised and auditable financial records

• Assist with system improvements and financial data migration between software platforms, convert transactions between currencies where required

• Process and reconcile daily donations received by the charity and maintain accurate records of donor income

• Support preparation and submission of Gift Aid reports

Key Attributes:

• Strong attention to detail and high level of accuracy

• Experience in a finance, accounting, or bookkeeping role

• Experience working with accounting systems such as Xero or Sage

• Ability to work effectively with both remote and onsite teams.

• Proactive and self-motivated with strong organizational skills.

• Excellent interpersonal and communication skills.

• Capability to handle sensitive and confidential information with discretion.

• Flexibility and adaptability to thrive in a dynamic, fast-paced environment.

• Positive, can-do attitude, even in high-stress work environments.

• Experience in fast-moving, unpredictable work scenarios is a must

Desirable:

• Experience working within the charity or non-profit sector

• Experience processing donations and Gift Aid

• Experience supporting system improvements or software migration

• Professional qualification or working toward accreditation (e.g. AAT, ACCA, CIMA)

At Birmingham Women’s and Children’s Hospital  Charity, we believe there’s always more we can do for our women and sick kids. It’s our mission to raise the vital funds needed to make a real difference to all who use our hospitals and to make our hospital feel just like home.

The Finance Lead has a crucial role in assisting the Head of Finance with ensuring the effective running of the Finance department, taking responsibility for the management and oversight of the day to day operations of the Finance function of the Charity and its trading subsidiary.

To thrive in this position, you’ll need to take responsibility for the management and oversight of the day-to-day operations of the finance function of our charity and its trading subsidiary.

Key responsibilities include:
• Managing the bank relationships including bank accounts and cash positions to ensure accuracy within the CRM and finance system.
• Managing the accounts receivable, accounts payable, procure to pay and general ledger functions of the charity in accordance with the chart of accounts to ensure the integrity of the management and statutory accounts.
• Working alongside the People and Culture Team and the charity’s external payroll provider to receive, reconcile and input the monthly payroll into the finance system.
• Maintaining the charity’s investment positions and accurately reflecting the current market values in the accounts.
• Assisting with the preparation of the quarterly management accounts as well as the preparation of the annual accounts for inclusion within the annual report ensuring they are compliant with the FRS 102 and the Charity SORP.
• Being a key representative during the annual financial audit process including the production of auditable working papers to ensure audit completion.
• Managing the day-to-day finance function of the charity’s trading arm, Red Balloon Trading, including assisting with the quarterly VAT return and the preparation of the annual accounts.
• Maintaining the integrity of the charity ledger, ensuring all transactions reflect a true and accurate position of the charity as well as maintaining the records for creation of new funds, customers and suppliers.
• Delivering line management of two Senior Finance Officers. Providing guidance with all day-to-day activities, being a role model and mentor to aid their personal and professional development.
• Liaising regularly with external bodies as well as maintaining strong relationships with all departments within the charity.

What we offer: 

• Flexible and hybrid working to support work-life balance 
• Generous annual leave entitlement with additional leave for long service  
• Enhanced sick pay
• Enhanced Maternity Pay 
• Employee Assistance Program and Lifestyle Savings
• Free flu jabs
• Cycle to work scheme 
• Charity events throughout the year
• Employer enhanced auto-enrolment pension scheme with 8% employer contribution 
• Ongoing commitment to education and professional development 

The Charity is committed to equal opportunities and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.  

Successful candidates will have access to vulnerable beneficiaries therefore the role is subject to Disclosure and Barring Service (DBS) clearance.  

If you think you have the qualities we are looking for and the desire to contribute, please download the Job Vacancy Pack and then send us a CV and covering letter explaining how you meet the criteria for the role and making clear why you would like to be considered for it. 

Finance Officer

Birmingham LGBT is seeking to appoint a Finance Officer to provide professional financial support to the organisation and to join the motivated and enthusiastic team at the Birmingham LGBT Centre, 151 Hurst Street, Birmingham B5 6EW. We are offering a permanent contract, full-time (37 hours per week) with occasional evening and weekend work. The post-holder will be entitled to 25 days’ annual leave, plus bank holidays. The salary is £27,506 per year, plus up to 5% matched pension contributions.  

If you would like to apply for this post, please download an application pack from our website, complete the application form and the equal opportunities monitoring form and email them to us, or print the forms, complete them and deliver them to the address above.

The closing date for the receipt of applications is 5pm on Sunday 12 April 2026.

Interviews for shortlisted candidates will be held shortly after the closing date.