Job Purpose The Finance Officer is responsible for supporting U&I Care’s day-to-day financial operations, maintaining accurate financial records, processing financial transactions, and assisting with financial reporting, budgeting and compliance. The role ensures accurate and timely financial administration and supports organisational governance, audit readiness and regulatory compliance. Key Responsibilities • Maintain accurate financial records and accounting information. • Process purchase invoices, sales invoices, receipts, credit notes and payments. • Monitor accounts payable and receivable. • Perform bank, supplier and customer account reconciliations. • Assist with management accounts, budgeting and financial reporting. • Monitor expenditure against approved budgets and highlight variances. • Process staff expenses and authorised reimbursements. • Support payroll administration and maintain payroll-related financial data. • Assist with cash-flow monitoring and forecasting. • Prepare documentation for auditors, accountants and regulators. • Assist with VAT records, statutory returns and year-end accounts. • Investigate discrepancies and resolve financial queries. • Liaise with suppliers, customers, banks and stakeholders. • Maintain confidentiality of financial and employee information. • Support continuous improvement of financial controls and processes. Financial Controls and Compliance Follow financial procedures and internal controls; ensure transactions are appropriately authorised; support compliance with HMRC and applicable accounting requirements; assist internal and external audits; maintain accurate audit trails and supporting documentation. Skills and Experience Experience in finance, accounts or bookkeeping; knowledge of accounting principles; proficiency in Xero, Sage, QuickBooks or similar; strong Excel skills; excellent numerical accuracy; ability to reconcile accounts and investigate discrepancies; effective communication and organisational skills. Qualifications CIMA / ACCA qualification or equivalent is desirable. Relevant finance or accounting experience may be considered in lieu of formal qualifications. Ongoing professional development is encouraged. Reporting Line Reports to: Finance Manager, Finance Director or Senior Management. Works closely with management, HR, payroll, operations teams, suppliers, customers, accountants, auditors and external advisers. Key Outputs Accurate processing of financial transactions; timely reconciliations; reliable management information; maintained VAT and statutory records; prompt resolution of discrepancies; audit-ready records; compliance with organisational financial controls. Contract Details Contract Type: Permanent, full-time. Working Hours: 37.5 hours per week, normally worked Monday to Friday. Additional hours may occasionally be required to meet operational and reporting deadlines. Place of Work: U&I Care offices and other locations as required by the organisation. Probationary Period: Subject to the organisation's standard probationary arrangements
Finance Officer in Rothley employer: U&I Care
U&I is an exceptional employer that prioritises the well-being and professional development of its staff, offering a supportive work culture where clinical excellence and compassionate care are at the forefront. With opportunities for continuous learning and growth, particularly in community nursing and leadership, employees can thrive in a dynamic environment that values collaboration with multidisciplinary teams. Located in a vibrant area, U&I provides a unique chance to make a meaningful impact in the lives of individuals receiving care in their own homes and communities.