Finance Officer - Managed Accounts

Penderels Trust has an opportunity for someone to join our Birmingham team. You will be responsible for managing the financial accounts of our customers. The successful candidate will be joining a leading not-for-profit organisation that provides independent living services to people with disabilities and health care needs nationwide.

Location: Birmingham, B11 2AA. Home working arrangements are currently in place, but will become hybrid as office location is currently being identified.

Salary: £20,048 per annum, increasing to £20,240 following successful probationary.

Hours: 37 hours per week.

Days & Times: Monday and Friday, 8:30am to 5:00pm.

Closing date: Wednesday, 3rd May 2023.

Interview date: w/c 15th May 2023, exact date TBC. Interviews may take place face to face or via video conferencing software. Further details will be discussed with applicants who are shortlisted for our screening telephone call process.

The Role - Your main duties will include:

• Monitoring and updating customer account information and reconciling information with finance reports
• Processing timesheets, recording annual leave and bank holiday rates
• Processing invoices for services provided to the customer
• Inputting new customer information for payroll services
• Identifying and resolving queries effectively
• Calculating and processing funds that need to be returned to local authority or other funding bodies and liaise with their finance teams as appropriate

Skills, Experience and Qualifications – We are looking for someone with the following attributes:

• Experience of working in a finance or accounting environment
• Ability to input and maintain accurate data records
• Ability to manage workload effectively
• Good working knowledge of Microsoft Office packages (including Word, Excel and Outlook)
• Excellent telephone manner
• Ability to work as part of a team and on own initiative
• Ability to work flexibly and to deadlines
• Hold minimum GCSE Grade '4' or equivalent in English and Maths. A qualification in bookkeeping or accounting would be desirable.

Perks: Employee assistance programme / Subsidised car breakdown cover / Death in service benefit / 23 Days annual leave, plus bank holidays (Increased entitlement with length of service) / 2 Additional leave days in December (After 12 months’ service).

We are a Disability Confident Employer and will offer a guaranteed interview to disabled candidates who meet the job specification.

Job Types: Full-time, Permanent

Salary: £20,048.00 per year

Benefits:

• Additional leave
• Casual dress
• Company events
• Employee discount
• Referral programme
• Sick pay
• Work from home

Schedule:

• Monday to Friday
• No weekends

Work Location: Hybrid remote in Birmingham

Application deadline: 03/05/2023
Reference ID: FOBDP37