Finance Administrator

About the role Financial Administrator reporting to the Finance & Operations Manager. The role of Finance Administrator is a crucial one in our small Finance team, where the successful candidate will be responsible for maintaining financial records. This position requires
strong organisational skills, an attention to detail, enthusiasm for figures and good financial practice. The Financial Administrator must be able to work independently as well as alongside the Finance & Operations Manager and Supporter Care Team. To provide administrative support to the Fundraising Team, and to ensure smooth day to day running of the Fundraising Office. The role will build, manage and nurture relationships with supporters and the post holder will deliver by recording accurate information
about donors and assisting with donor queries This post will suit a highly organised and compassionate individual with excellent communication skills. Finance
Preparation of income journals and recording of income onto accounting softwareRecording of expenditure onto accounting softwareObtaining purchase invoice authorisationCreate, complete, maintain purchase invoice records - purchase ledgerWeekly banking either at Clatterbridge Cancer Centre Liverpool or Wirral (alternate each week) and preparation of relevant banking paperwork for Security Plus and accounting journalThe post holder will regularly handle and process cash and chequesProcessing, monitoring and monthly reconciliations of bank accounts, credit cards, PayPal, JustGiving and other financial accountsTo maintain an accurate and up to date system for distribution and monitoring of collecting tins/bucketsAccrual and prepayments journalsMonthly reconciliation of income on Donorflex to the accounting systemAssist with ad-hoc management reporting including transactional analysisGeneral ledger maintenanceBalance sheet reconciliationsCoding of income and expenditure to the accounting software, ensuring these are within the correct budget codesReporting on charity income and expenditure - including monitoring charity reserve balances and grant award balances on the accounting softwareMonitoring and reporting on the charity’s Lottery membership, income and expenditureSupport the processing of gift aid claimsTo follow up income received without a gift aid declaration to maximise potential income for the charityParticipate in appraisal and performance related meetings as requestedTaking card payments in person and over the phoneGrant administration work - liaising with grant award recipients, collating monitoring information and progress informationScanning and storing financial documents Supporter Care
To provide friendly, efficient and professional reception service for visitors to the fundraising office - provide the first point of contact for enquiries and information regarding the charity to staff, the public and supportersMaintaining office systems, including data management, scanning and storing documentsDealing with incoming email and postTo process outgoing mailTo develop and maintain administration procedures within the fundraising departmentTo input data on donor and income database.Processing and thanking donations from a variety of different sources through our donor databaseUndertake correspondence with regular supporters and reply to requests and donations in a timely and efficient mannerProducing reports from the data management systemEnsuring supporter information is up to date on donor databaseLiaising with fundraising team members to ensure our donors receive information or resources they needTo develop and maintain processes and procedures to streamline the work of the Charity, maximising the use of the databaseBeing first point of contact for telephone enquiresTo answer telephone calls in agreed manner and relay accurate telephone messages, dealing with callers promptly and confidentiallyTo provide excellent customer service on telephone and face to faceTo develop and maintain relationships with staff and supportersAssist the Fundraising Team by preparing information packs in response to enquiries from the publicAssisting and supporting the fundraising team at eventsAddress queries and issues related to finance from staff and vendors
Person Specification Essential Office administration
Experience in customer or supporter facing role
A bookkeeping qualification or relevant experienceExperience of financial software Desirable
QuickBooks Knowledge, Skills & Attitudes
Essential
Proficient in use of IT, particularly Word, Excel, Outlook and PowerpointExcellent communication skills being the first point of contactSelf-motivated, good organisational skills, flexibleGreat team working skills with the ability to work across departments Desirable
Knowledge of the 'donor journey’Full driving licence with use of own vehicle for business use