Financial Assistant

JOB DESCRIPTION

Title of Post:              Financial Assistant

Responsible to:         Head of HR & Administration

Hours:                         32 hours per week

MAIN PURPOSE OF THE JOB

The main responsibility of this role is to assist the Head of Resources in the efficient and smooth running of financial functional activities of the charity.

DUTIES AND RESPONSIBILITIES

1.           Process and prepare financial and business forms for the purpose of checking account balances, facilitating purchases, etc.

2.           Perform routine calculations to produce analyses and reports as requested by the Head of Resources and assisting in developing and maintaining all financial reporting within the charity.

3.           Assisting in the preparation and maintenance of the charity’s annual income and expenditure budget.

4.           Assisting in monthly bank reconciliations and other balance sheet accounts.

5.           Dealing with finance related queries from staff, senior management, supporters, and suppliers.

6.           Maintenance and reconciliation of direct debits, standing orders and other online donations.

7.           Supporting the financial controller in the planning and preparation of statutory accounts and the annual audit.

8.           Ensuring accurate gift aid records are maintained for supporters and conducting the annual gift aid claim.

9.           Assisting in the maintenance of all accounting records on an ongoing basis to ensure:.

             a.   All income and expenditure are properly approved, banked and processed in a timely manner.

             b.   Monthly cash/cheque management and bank reconciliations are carried out and recorded.

10.        Undertaking any other accounting duties that may be required and providing cover when other staff are absent.

PERSON SPECIFICATION

Required Elements

• Ability to collaborate and work effectively with Stella Maris staff, volunteers, and supporters.
• Accuracy, numeracy, organisation, and strong attention to detail.
• Excellent mathematical skills.
• Integrity, honesty, and customer-service skills.
• Solid communication skills, both written and verbal.
• Superior attention to detail.
• Computer skills such as experience in working with spreadsheets and accounting software. Confident in using IT software such as Microsoft office suite (Word, Excel) and CRM databases.
• Ability to work flexibly and to use own initiative to meet demands of job.
• Strong commitment to team working, and an ability to build strong, mutually beneficial relationships with colleagues across whole organisation.
• Commitment to high quality service, best practice, and best value in all aspects of the charity’s operation.

Desired Elements

•  Associate or bachelor’s degree in business, finance, accounting, or a related field.
• Knowledge of the wider UK charity sector.
• Experience of working with a CRM database is desirable.
• Knowledge of the wider UK/international maritime sector.
• Knowledge of the Catholic church.
• Experience of working in a UK charity sector.
• Understanding of the Vision, Mission, and Values of Stella Maris.