Finance and Income Officer. LilyLifestyle

Finance/Income Officer – Permanent (Part-time/Full-time)

Location:

Cheltenham, Gloucestershire

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.

• 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.

• 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 with in healthcare, social care or service‑led environments is advantageous.
• Knowledge of Xero financial system is a plus.

• 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.