Finance Administrator Part Time

Liverpool, Merseyside
Clatterbridge Cancer Charity

About the Role

We are looking for a well organised individual, with an eye for detail to join our small Finance and Supporter Care team.

This is a varied role that requires an ability to learn and adapt to the financial processes of a busy charity. It calls for a highly-motivated and dedicated person with an enthusiasm for figures, good financial practice and the ability to work independently as well as alongside the Finance Manager and Supporter Care Team.

The Finance Administrator’s duties include processing the day to day transactions on QuickBooks, reconciling income with the Donorflex CRM database, performing bank reconciliations and ensuring invoices are authorised ready for payment. The role also includes monitoring grant awards, various charity reserves and supporting the administration of the Charity’s Weekly Lottery.

Training will be provided to apply the successful applicants existing and transferable skills to the role.

About the Charity

Clatterbridge Cancer Charity is an independent Charity,dedicated to supporting patients and research at The Clatterbridge Cancer Centre – one of the UK’s leading cancer hospitals.

It’s thanks to our supporters that we can achieve so much for people with cancer across Merseyside and Cheshire, which may not be possible through NHS funding alone.

This includes fund life-saving research to shape cancer care for generations to come, investing in leading technology that drive better outcomes for people with cancer, enhancing the patient environment to support health & wellbeing and enabling innovations in care for every patient, every day.

Hours: 25-30 hours per week

Permanent contract

Location: Based at Clatterbridge Cancer Centre – Liverpool, L7 8YA

Flexible Working: Available where appropriate

JOB DESCRIPTION

Key responsibilities

• Working within a small finance and supporter care team to process the day to day financial transactions of the charity onto QuickBooks
• Count cash/cheques and prepare the weekly banking – This is performed at Liverpool and Wirral sites at alternate weeks. You may be asked to travel to Clatterbridge Cancer Centre – Wirral, every other week.
• Processing, monitoring and monthly reconciliations of bank accounts, credit cards, PayPal, JustGiving and other financial accounts.
• Distribute purchase invoices promptly for authorisation to the relevant teams.
• Create, complete, maintain purchase invoice records.
• Liaise with suppliers to investigate discrepancies and resolve.
• Prepare weekly supplier payment run.
• Process payroll journal.
• Accrual and prepayments journals.
• Daily import of income data from Donorflex CRM system and giving sites.
• Working with the Supporter Care Team to ensure online transactions are processed accurately.
• Monthly reconciliation of income on Donorflex to QuickBooks.
• Assist with ad-hoc management reporting including outstanding Purchase orders and transactional analysis.
• Assisting with Annual audit process under direction of the Finance & Operations Manager.
• Support and implement internal controls and champion them across the Charity.
• Any other finance administration tasks as and when required or directed.
• Coding of income and expenditure to QuickBooks, ensuring these are within the correct budget codes.
• Reporting on Charity income and expenditure – including monitoring charity reserve balances and grant award balances on QuickBooks.
• Monitoring and reporting on the Charity’s Lottery membership, income and expenditure.
• Support the processing of gift aid claims.
• Participate in appraisal and performance related meetings as requested
• To answer telephone calls in agreed manner and relay accurate telephone messages, dealing with callers promptly and confidentially.
• Covering Clatterbridge Cancer Centre Liverpool charity reception – duties will include taking donor payments and communicating with donors
• Taking card payments in person and over the phone
• Undertaking any other duties of a compatible nature as may be required from time to time by management.

Cross Team Working

• Be an active and supportive member of the Charity team, working collaboratively and professionally.
• Gain and maintain in-depth knowledge and understanding of the Charity’s work, priorities and future plans.
• Support fundraising by promoting ways to support the charity.
• From time to time you may be asked to representing Clatterbridge Cancer Charity at fundraising events outside normal office hours (evenings and weekends), as required.

Diversity and Inclusion

• Ensure equality, diversity and inclusion are considered in all aspects of your work.

Good Practice

• Be a great advocate for the Charity and local people with cancer.
• Work in line with the Charity’s values, maintaining the reputation of the Charity.
• Ensure compliance with Charity policies, Fundraising Regulator guidance and relevant legislation.

PERSON SPECIFICATION

Experience Essential

• Previous Financial Administration experience
• Able to work to deadlines

Desirable

• Experience of Quickbooks

Knowledge, Skills & Attitudes

• Strong numeracy and literacy skills and application
• High attention to detail and an orderly approach to processing
• Motivated individual who is systematic and organised, with the ability to multi-task
• Working knowledge of MS Office packages but good knowledge of Excel
• Ability to build effective working relationships with employees and external suppliers
• Able to adhere to systems and procedures especially in the handling of sensitive data
• Good communications skills in person, on the phone and via email
• Foundational understanding of Accounting and Finance principles