Location: Office- based in Bargoed
Contract Type: Full-time/permanent
Salary: £28,000 - £30,000 (depending on experience)+ up to 6% pension contributions following a successful probation period
Who we are and what we do
Citizens Advice Caerphilly Blaenau Gwent (CACBG) is one of the largest Citizens Advice services in Wales and across the Citizens Advice network. We are an established and well regarded local independent charity who provides free, impartial and confidential advice. CACBG provide a variety of services across Caerphilly and Blaenau Gwent, with a smaller number available further afield. We also undertake Research and Campaign work to influence policy makers and to effect change. Our main office is in Bargoed. From here we operate a range of service delivery channels including drop-in sessions, appointments, telephone, letter and home visits. when feasible. We also run weekly outreach services across Caerphilly and Blaenau Gwent. We provide a range of specialist services to help people resolve their debt and welfare benefits problems and provide advice on energy issues. Help to Claim assists people with new Universal Credit claims. Other services target those experiencing mental health issues, or living with learning disabilities. Our Caerphilly office is a 170 seat contact centre that provides a number of services under contract to national Citizens Advice. What we give our staff
We offer an attractive remuneration package with excellent benefits: Hybrid Working (following completion of a successful probationary period)
Ongoing personal training and development
24/7 access to our Employee Well-Being Service, which includes a virtual GP and perks such as high street shopping discounts
Pension scheme
A safe and friendly working environment
Eye care voucher
Healthy work/life balance
Role Profile
Reporting to the Finance Manager you will be responsible for the day-to-day management of our financial transactions and maintain accurate records within our accounts system, as well as assisting the Finance Manager to ensure the charity remains compliant with all statutory financial regulations and help coordinate the preparation of data to meet key reporting requirements and external audit requirements. Working alongside the Senior Management Team, the Finance Officer will oversee our various governance practices to ensure that policies, checks and other critical documentation is in place, developing a strong understanding of charity governance. This job description reflects the immediate requirements and responsibilities of the post. It is not an exhaustive list of the duties but gives a general indication of work undertaken which may vary in detail in the light of changing demands and priorities. Person specification
Key duties and responsibilities of the role Finance Administration Processing transactions including purchase ledger, sales ledger, nominal ledger, payroll journals, general journals, bank postings and reconciliations
To receive, check and process petty cash requests, supplier invoices and staff expenses
To raise and distribute customer invoices in line with the invoicing schedule and funds flow.
To perform credit control or other follow up calls that ensure prompt payments from customers
To maintain the electronic cash book, ledgers, and other books of prime entry
Running weekly payment runs
Maintain a purchase order system
Assist the Finance Manager in the preparation of the monthly/quarterly management accounts.
Support the Finance Manager with the year-end procedures
Assisting with the budgeting, forecasting and cash flow management
General office administrative duties, when appropriate
Professional Development
Keep up-to-date with legislation, policies and procedures and undertake appropriate training including annual GDPR training
Attend relevant internal and external meetings as agreed.
Prepare for and attend supervision sessions/team meetings/staff meetings as appropriate
Identify your own training needs and agree with your line manager training and development activities to be undertaken
Other duties and responsibilities Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the advice service.
Demonstrate commitment to the aims and principles of Citizens Advice
Abide by health and safety guidelines and share responsibility for own safety and that of colleagues
Person specification The successful candidate for this role should possess the following skills: Essential Previous experience in a finance officer or similar role
Previous experience using with Microsoft Excel is essential, and some experience using other Microsoft Office packages
Experience administering databases and maintaining the accuracy of records
IT literate and has studied or worked in an information systems environment
Demonstrates a proven track record communicating effectively with others
Demonstrates an ability to juggle multiple deadlines and yet produce quality work
Meticulous attention to detail
Excellent numeracy and literacy skills
Understanding the importance of handling confidential work in a sensitive manner
Good organisational and time management skills as the role may have conflicting deadlines
Demonstrate sound work ethics
Desirable Previous experience using Google Workspace would be advantageous
Advanced Excel skills
Welsh speaker
If this sounds like the right opportunity for you, we’d love to hear from you. Send us your CV and a cover letter no later than 5pm on Monday, 30th November
. Tell us a little about yourself, how you meet the person specification, and why you’d like to join our team. Applications received following the
closing date of 5pm on Monday, 30th November will not be excepted Please note: We reserve the right to close or withdraw this vacancy at any time.
Contact Details:
Citizens Advice Caerphilly Blaenau Gwent Recruitment Team
