At a Glance
- Tasks: Manage invoicing, credit control, and support the finance team in a dynamic environment.
- Company: Join a leading charity in Cheltenham with a close-knit accounting team.
- Benefits: Flexible hours, competitive salary, 25 days holiday, and pension scheme.
- Other info: Opportunity for part-time or full-time roles with career growth potential.
- Why this job: Make a difference in finance while enjoying a supportive work culture.
- Qualifications: Experience in credit control, strong attention to detail, and excellent interpersonal skills.
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 and Income Officer. Job in Cheltenham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a leading charity in Cheltenham as a Finance and 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 a dynamic environment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Finance and Income Officer. Job in Cheltenham LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about opportunities at LilyLifestyle. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of credit control and sales ledger processes. We want you to show off your problem-solving skills and attention to detail, so think of examples from your past experiences that highlight these abilities.
✨Tip Number 3
Don’t forget to research the company culture at LilyLifestyle! Understanding their values and mission will help you tailor your responses during the interview and demonstrate that you’re a great fit for their team.
✨Tip Number 4
Apply through our website for the best chance of landing the job! It shows you're genuinely interested and gives us a chance to see your application in the best light. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Finance and Income Officer. Job in Cheltenham LilyLifestyle Jobs
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 the perfect fit for our team. Mention your problem-solving skills and attention to detail, and don’t forget to show your enthusiasm for working in a charity environment like ours.
Showcase Your Interpersonal Skills:Since this role involves liaising with different departments, make sure to highlight your excellent interpersonal skills. Share examples of how you've built relationships in previous roles, as we value teamwork and communication highly at StudySmarter.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Numbers
Brush up on your financial knowledge, especially around credit control and sales ledger processes. Be ready to discuss your experience with invoicing and how you've handled discrepancies in the past. This will show that you’re not just familiar with the role but also confident in your abilities.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled complex issues in previous roles. Whether it’s resolving billing queries or managing overdue accounts, having specific scenarios ready will demonstrate your proactive approach and ability to think on your feet.
✨Familiarise Yourself with Xero
If you have experience with the Xero financial system, make sure to highlight it. If not, take some time to learn the basics before the interview. Being able to discuss how you would use this software can set you apart from other candidates.
✨Build Rapport with the Interviewers
Since this role involves liaising with various departments, showcasing your interpersonal skills is key. Practice engaging with your interviewers, asking them questions about their team dynamics, and showing genuine interest in their work. This will help you come across as a team player who’s eager to contribute.
