At a Glance
- Tasks: Manage invoicing, credit control, and support the finance team in a dynamic environment.
- Company: Join a leading charity with a close-knit accounting team.
- Benefits: Flexible hours, competitive salary, 25 days holiday, and pension scheme.
- Other info: Opportunity for career growth and learning in a rewarding sector.
- Why this job: Make a difference in finance while enjoying a supportive work culture.
- Qualifications: Experience in credit control and strong problem-solving skills required.
The predicted salary is between 28000 - 33000 £ per year.
This role is a part‑time role of 25 hours per week on a permanent basis, with flexible start/finish times. Full‑time applicants may be considered if there is a need for additional duties. The Finance/Income Officer reports to the Head of Finance and works within a close‑knit accounting team.
Key responsibilities
- Produce monthly sales invoices and credit notes, including billing purchases.
- Ensure all billing information and fee structures are accurate within the system.
- Process and reconcile monthly direct debit collections and submit new bank mandates.
- Act as the primary point of contact for invoicing queries, liaising externally and internally with different departments to resolve any issues.
- Monitor overdue accounts and conduct regular credit control via phone, email and other means.
- Keep the Head of Finance up-to-date on any complex aged debt issues.
- Post and reconcile bank entries relating to income.
- Support month‑end journal entries.
- Provide debtor/revenue analysis for cash‑flow reporting.
- Provide general support to the wider finance team when required.
Qualifications and skills
- Experience in Credit Control & Sales Ledger processes.
- Experience with a range of financial systems.
- Key problem‑solving skills and strong attention to detail.
- Excellent interpersonal skills for building internal and external relationships.
- Adaptable to organisational needs and willing to learn.
- Proactive approach to resolving queries/discrepancies.
- Ability to manage workloads to meet deadlines and work independently as well as a team player.
- Experience within healthcare, social care or service‑led environments is advantageous.
- Knowledge of Xero financial system is a plus.
Benefits
- Salary range of £28,000 – £33,000 per annum, pro‑rata over 25 hours.
- Flexible start/finish times.
- 25 days holiday plus bank holidays.
- Pension scheme.
- Life insurance.
- Company sick pay and other benefits.
Join a leading charity in a varied and interesting role, reporting directly to the Head of Finance.
Finance/Income Officer in Cheltenham employer: Broughton Group
Join a leading charity in Cheltenham as a Finance/Income Officer, where you will be part of a supportive and close-knit accounting team. Enjoy flexible working hours, a competitive salary, and generous benefits including 25 days holiday, pension scheme, and life insurance, all while contributing to meaningful work that makes a difference in the community. With opportunities for professional growth and a culture that values adaptability and teamwork, this role offers a rewarding career path in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Finance/Income Officer in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about openings at charities or healthcare organisations. A friendly chat can sometimes lead to opportunities that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial systems, especially Xero if you can. We want to show that you're not just a good fit on paper but also ready to hit the ground running in the role.
✨Tip Number 3
When you get an interview, don’t just talk about your skills—share specific examples of how you've tackled credit control issues or improved billing processes. This will help us see how you can add value to our team!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our close-knit accounting team.
We think you need these skills to ace Finance/Income Officer in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Finance/Income Officer role. Highlight your experience in credit control and sales ledger processes, as well as any relevant financial systems you've worked with. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention your problem-solving skills and attention to detail – we love that!
Show Off Your Interpersonal Skills:In your application, make sure to showcase your excellent interpersonal skills. We value strong relationships both internally and externally, so share examples of how you've successfully communicated and resolved issues in the past.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Broughton Group
✨Know Your Numbers
Brush up on your financial knowledge, especially around credit control and sales ledger processes. Be ready to discuss your experience with financial systems and how you've handled invoicing queries in the past.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled discrepancies or complex aged debt issues. Highlight your proactive approach and how you’ve successfully resolved queries in previous roles.
✨Build Rapport
Since this role involves liaising with various departments, practice your interpersonal skills. Think of ways to demonstrate your ability to build relationships both internally and externally during the interview.
✨Be Ready for Flexibility
Discuss your adaptability and willingness to learn. Since the role offers flexible hours and may require additional duties, be prepared to talk about how you manage workloads and work independently while being a team player.
