Finance Officer

Person Specification

Threshold is a local regional charity committed to enabling individuals with disability or recovering from mental illness to live full, independent lives within the community.

Job Title: Finance Officer

Reports To: Assistant Accountant

Salary: £28,000 - £32,000

Location: Skainos Centre Belfast (Hybrid - 3 days office, 2 days WFH)

Hours: 37.5 hours per week

• 6% employer contribution
• 4% employee contribution

• Private Health Care provided by Threshold
• Access to 24/7 GP services
• Medical diagnostics, medical treatment and physiotherapy
• Available to permanent and fixed-term employees
• Option to add family member or friend at additional cost

• 33 days per year, rising annually to 38 days
• Inclusive of 12 customary holidays (normally bank holidays)

This is a critical role within the finance and central team of the organisation. The role includes a range of administration and financial tasks to ensure that all income and expenditure is captured on our accounting system and reconciled.

You will assist the Assistant Accountant, Head of Finance and Director of Finance in the requirements for the finance team and be responsible for training and supporting Finance Assistants in their duties.

You will also support our services teams with ordering supplies and handling general queries.

• Posting of purchase ledger invoices/credits including matching with purchase orders and following approval steps
• Preparing and processing supplier payments
• Sending supplier statements
• Query resolution, identify and resolve discrepancies
• Supplier account reconciliations

• Managing the invoicing process, from creation to distribution
• Ensuring accurate and timely invoicing, reflecting services provided
• Sending reminders for overdue payments and communicating with customers regarding outstanding balances
• Follow ups with Trusts on a weekly basis
• Efficiently monitoring and collecting and reconciling customer payments
• Regularly reviewing accounts to identify and address late or missing payments
• Sending customer statements

• Support with Month-end and Year-end close processes including posting journal and control accounts reconciliation
• Managing and reconciling direct debits on customer accounts
• Posting the returns from our services cash card expenditure
• Checking, posting and processing staff expenses
• Maintaining accurate and up-to-date financial files and records using spreadsheets and accounting software
• Handling both internal and external finance queries including providing financial information to relevant stakeholders
• Providing cover for the Finance and Payroll Officer
• Contribute to both the internal and external audit process
• Supporting the Assistant Accountant/Head of Finance and Director of Finance with production of relevant reports when required

• Acting as the Central office's front of house
• Dealing with incoming calls and queries
• Ordering supplies for offices and services
• Dealing with incoming post

• Actively promote the organisational mission, values, aim and objectives, ensuring all Policies and Procedures, including the Code of Conduct and Practice are adhered to at all times
• Be a cultural carrier for Threshold
• Adhere and comply with all Threshold's Health and Safety Policies and Procedures including reporting and recording of all relevant incidents, contributing to the overall physical cleanliness and general condition of the office
• Report and record any matters, for example defects and/or accidents in relation to any issues in respect of Health & Safety immediately, for the attention of the designated person
• Act as a Deputy Fire Warden and/or First Aid Person if designated
• Actively promote a working environment where equality of opportunity, anti-discriminatory practice, individual rights and choice are promoted in accordance with Threshold's established Principles, Policies and Procedures

The above summary of the main roles and responsibilities is not intended to be exhaustive. This role may develop in accordance with Threshold's Strategic Corporate Plan. However, you will from time to time be required to undertake other duties that are appropriate to your role and nature of your post.

• Demonstrable experience in a similar role within a medium to large sized organisation including:
  • Processing Purchase and Sales Ledger invoices
  • Preparing and posting journals
  • Reconciliation of control accounts
  • Working on computerised accounting system
• Intermediate level of competence using Microsoft suite with strong knowledge and abilities using Excel
• Ability to manage multiple tasks and meet deadlines
• GCSE's Maths and English Grade C or above (or equivalent)

• Ability to demonstrate alignment with Threshold's core values:
  • Communication and…