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Finance Officer

Home Instead Senior Care

Warrington

On-site

GBP 20,000 - 30,000

12 days ago

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Job summary

An established industry player is seeking a Part-time Finance Officer to join their dynamic team. This role is crucial for ensuring financial accuracy and managing client invoicing, payroll, and day-to-day financial transactions. The ideal candidate will have a strong background in bookkeeping, proficiency in Xero, and excellent organizational skills. You will be the financial face of the company, interacting with clients and suppliers, and ensuring that all financial records are meticulously maintained. If you are detail-oriented and passionate about helping others, this opportunity is perfect for you.

Qualifications

  • Experience using Xero and good knowledge of Excel required.
  • Excellent organizational and interpersonal skills essential.

Responsibilities

  • Prepare and send invoices, manage payments, and handle queries.
  • Day-to-day management of financial transactions and accounting records.

Skills

Attention to detail

Interpersonal skills

Organizational skills

Ability to work independently

Math and basic accounting skills

Education

Qualification in bookkeeping

Tools

Xero

Microsoft Excel

Job description

Company Description

Our office was established in 2009 and our mission is to brighten the lives of seniors giving them a sense of purpose, wellbeing & worth. This role will play a vital part ensuring that our clients receive the best in class quality care and support the growth of our business.

Job Description

Home Instead Warrington and Lymm specialise in non-medical care, enabling adults to remain safe and independent in their own homes. To provide outstanding care, we need outstanding people both in the office and out in the field.

We have an exciting opportunity for a Part-time Finance Officer to join our small, energetic office team, working closely with the owners on all aspects of the finances of the business.

The post holder will be the “financial face” of the company to clients, families, Care Professionals, and suppliers, so any financial issues will be initially dealt with by them. Aspects of the role include invoicing, payroll, managing a wide range of queries from explaining to a client why a cheque payment has bounced, through to answering queries on invoices and pay slips, and ensuring cash flow is managed effectively. They will also be responsible for the day-to-day management accounts, making sure payments are made to suppliers in a timely manner, raising invoices, and reconciling payments. This will involve liaising with the accountants and payroll provider on a regular basis.

Knowledge of Xero is essential. We are looking for someone who has the right qualities, namely, clear thinking, attention to detail, and a completer finisher attitude. The ability to learn and use systems and in some instances create or adapt them is essential. Ability to work on their own initiative but also as part of a team is important. Good all-round IT skills are also essential. Adopting a Total Quality Management perspective is essential.

The successful candidate must be mature in their outlook and have a professional attitude, as well as an ability to interpret figures accurately.

Day to day duties:

The following list is not exhaustive, and the candidate will be expected to take on various activities of a similar nature.

  • Primarily responsible for preparing and sending out/e-mailing clients invoices and managing payments when received, also dealing with queries and revisions.
  • Day-to-day management of financial transactions.
  • Checking that all accounting records are accurate.
  • Manage the day-to-day accounting systems (Xero).
  • Providing specific administrative support to the team.
  • Handling commercially sensitive and valuable information.
  • Working within strict GDPR rules.
  • Responsible for the preparation of payroll information and liaising with the payroll provider and the staff team.
  • Booking in and taking cheques to the bank.
  • Managing petty cash.
Person Specification:
  • Do they need a qualification in bookkeeping?
  • Experience of using Xero.
  • Good knowledge of Excel and its various applications, also competence with the commonly used Microsoft packages.
  • An ability to work efficiently and without direct guidance.
  • A keen eye for detail.
  • An ability to work to deadlines.
  • Maths and basic accounting/bookkeeping skills.
  • Excellent organisational skills.
  • Excellent interpersonal skills are essential when dealing with clients, their families, and Care Professionals.
  • Professional approach to work.

If you have a passion for caring and the motivation to help us achieve our ambitions, we would love to hear from you.

We encourage applications from all sections of the community as we want to reflect the neighbourhoods in which we work. Home Instead is committed to safeguarding and promoting the welfare of adults and expects all staff to share this commitment. This role is subject to DBS enhanced disclosure.

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