Finance Assistant in Liverpool

Finance Assistant

Location: Head Office / Hybrid Working

Salary: £30,000 per annum

Hours: 37.5 hours per week

Job Type: Permanent/Fixed Term

Shortlisting: TBC

Interview: TBC

Why this role would be great for you

This is an exciting opportunity to join You Matter and become part of a busy and supportive finance team that plays a vital role in enabling the organisation to deliver its services.

As a Finance Assistant, you will gain experience across a broad range of finance activities including income and expenditure processing, banking, reconciliations, reporting and financial administration. You will work closely with colleagues across the organisation to help ensure financial information is accurate, timely and reliable.

This is a varied role that offers the opportunity to develop your skills within a professional finance environment, contribute to improvements in systems and processes, and support the organisation through a period of positive change and development.

What your week may look like

• Raising sales invoices and processing income transactions.
• Monitoring and allocating cash received, investigating any unidentified receipts.
• Processing supplier invoices, credit notes and employee expenses.
• Supporting the preparation and processing of supplier payment runs.
• Responding to queries from suppliers, customers and colleagues across the organisation.
• Maintaining accurate debtor and creditor records.
• Supporting cashflow monitoring through timely processing of transactions.
• Assisting with month-end activities and reconciliations.
• Maintaining organised and auditable financial records.
• Supporting audit requests and providing documentation where required.
• Contributing to improvements in finance systems and ways of working.
• Participating in testing and implementation of new processes and technologies

It is recognised that the association is operating in a dynamic environment and as such this job description may be varied in consultation with the post holder to reflect evolving needs of the business and changing nature of the job.

What We Can Offer You

Working with You Matter comes will a whole host of benefits. We hope that people will find personal fulfilment and purpose by working with alongside people in our services. Our teams are compassionate and supportive, fostering a strong sense of community. With opportunities for professional growth, You Matter offers training to support your role and personal development. For a full list of benefits see here: Careers Page | You Matter.

The skills we are looking for

EXPERIENCE

• Experience working within a finance, accounting or transactional processing environment.
• Experience processing financial transactions accurately and within agreed timescales.
• Experience using finance or accounting systems.
• Experience maintaining accurate financial records and supporting documentation.
• Experience using Microsoft Excel and other Microsoft Office applications.
• Experience providing a professional service to internal and external stakeholders.

KNOWLEDGE

• Understanding of basic accounting principles and financial processes.
• Understanding of sales ledger and purchase ledger processes.
• Understanding of reconciliations and financial record keeping.
• Awareness of the importance of financial controls and data accuracy.

COMMUNICATION

• Ability to communicate clearly and professionally with colleagues, suppliers and customers.
• Ability to explain routine financial information in a clear and helpful way.
• Strong interpersonal skills and a collaborative approach to working.
• Ability to respond effectively to queries and resolve issues.

EMPATHY and RESPECT

• Demonstrates a positive and supportive approach to colleagues and stakeholders.
• Treats people with dignity, fairness and respect.
• Values diversity and contributes to an inclusive working environment.
• Builds positive relationships across teams and departments.

COMMITMENT

• Commitment to delivering accurate, high-quality work.
• Positive attitude towards learning and development.
• Willingness to embrace new systems, processes and technologies.
• Flexible approach to supporting the wider finance team.
• Commitment to continuous improvement and customer service.

ORGANISATION

• Excellent attention to detail and accuracy.
• Strong organisational and time-management skills.
• Ability to prioritise workload and manage competing demands.
• Ability to work independently and use initiative.
• Ability to meet deadlines consistently.

COMPUTER LITERACY

• Good Microsoft Excel skills.
• Proficient in Microsoft Word, Outlook and other Office applications.
• Experience using finance systems and databases
• Ability to work confidently with financial data and reports.
• Good Microsoft Excel skills.
• Proficient in Microsoft Word, Outlook and other Office applications.
• Experience using finance systems and databases.
• Ability to work confidently with financial data and reports.

What is a nice to have

• AAT qualification, studying towards AAT, or equivalent finance-related training.
• Experience of sales ledger and income management.
• Experience of purchase ledger and supplier payment processing.
• Experience undertaking bank reconciliations.
• Experience supporting month-end processes.
• Experience working within a charity, housing or not-for-profit organisation.
• Experience supporting process improvements, system changes or finance transformation activities.
• Experience using Sage 50 Professional or similar accounting software.
• Experience using reporting tools such as Power BI.

Even if you don’t feel that you have all the relevant skills and “nice to haves” we would still like to hear from you and invite you to fill out our application form.

You Matter is an equal opportunities employer, values diversity and is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. We welcome and encourage applications from everyone, regardless of age, disability, gender, ethnicity, religion and sexual orientation.

Closing Date: 06 Nov 2026

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