Service Charge Analyst in Liverpool

Are you passionate about numbers and making a real impact in your community? Join Plus Dane Housing as a Service Charge Analyst and play a vital role in ensuring our customers receive fair, accurate, and transparent service charges—helping us deliver on our mission to support thriving communities across Merseyside and Cheshire.

Who we are: Plus Dane provides homes and services to over 30,000 people across Merseyside and Cheshire. Our aim is to tackle social inequality by enabling individuals and communities to thrive and our customer team is at the heart of what we do. Working with our customers really does change people’s lives and if you want to make a difference Plus Dane is the place to be! We live by our values of working together, achieving for our customers, taking ownership, and having the opportunity to learn and grow.

About the Role: As a Service Charge Analyst, you’ll be responsible for managing the weekly and monthly income accounting process for service charges, supporting the budget setting process, and issuing service charge notices to customers. You’ll work closely with colleagues across Finance, Treasury, Procurement, Income, and Housing, as well as operational service contract managers, to ensure the effective management and maximisation of income for Plus Dane. You will also assist with preparing Statements of Account, contribute to analysing surpluses and deficits, and apply your understanding of the social housing sector to ensure transparency and compliance.

Key responsibilities include:

• Developing and producing accurate service charge budgets with budget holders and contract managers.
• Ensuring service charge budgets feed into the organisation’s overall budget process and reviewing proposed budgets.
• Supporting the Financial Accounting Team with compiling and issuing annual service charge notices.
• Handling customer queries and preparing Statements of Account.
• Reviewing allocations of service charges, contributing to statutory account preparation for management companies.
• Assisting in assessing and reporting on surpluses and deficits to support financial transparency.
• Providing a customer‑focused service to internal and external stakeholders.

What You’ll Bring

Essential:

• Minimum 5 GCSEs (or equivalent) at grade C or above, including Mathematics and English.
• Good standard of numeracy, literacy, and accuracy.
• Basic IT skills, including Excel and Word.
• Experience of service charges.
• Knowledge of social housing finance.
• Ability to prepare and interpret Statements of Account and contribute to surplus/deficit reporting.
• A customer‑focused approach with strong interpersonal and communication skills.
• Ability to prioritise and organise workload to meet deadlines.

Desirable:

• AAT qualification or proven experience in a finance role.
• Familiarity with double‑entry bookkeeping.
• Experience working in an accounts environment with financial systems.
• Ability to support wider financial processes and continuous improvement activity.

What you’ll get in return: This is a permanent term role working 35 hours per week. Your main base will be in our Liverpool office with hybrid working. You’ll be generously rewarded with a competitive salary and a great benefits package, including 35 days’ annual leave (pro rata), plus bank holidays. You’ll also benefit from a company pension scheme where we contribute 10% (from April), and colleagues can contribute anything from 3% upwards. We’re committed to our people’s wellbeing supported by an excellent management team, wellbeing champions, and mental health first aiders. We actively encourage personal development, with plenty of opportunities to progress your career and access ongoing training, including formal qualifications. We are committed to safeguarding and promoting the welfare of children and vulnerable adults and expect all staff to share this commitment.

If you need any adjustments to apply or attend an interview, please let us know.

Ready to Join Us? This is your chance to be part of something meaningful—take the next step and help shape lives through your work. Apply now and make a difference with Plus Dane Housing!