Finance Officer

Location This role can be based in any of our offices across the County with the flexibility to work from home.

Interviews will take place on 6 July 2026.

What we are looking for

We are seeking an experienced, qualified or part qualified Accounting Technician as Finance Officer. The Finance Officer will undertake general accountancy, payroll and financial administration work to support the Finance Manager, Chief Executive Officer and the Treasurer by providing administrative support, basic bookkeeping and assistance with financial reporting. The role requires a good all-rounder who is conscientious and keeps calm under pressure.

Main duties and responsibilities are detailed below.

• Accurately record all payments and receipts in QBO and respond to queries from staff and volunteers in a timely manner.
• Raise invoices for agreed income in a timely manner, as directed by the Finance Manager.
• Maintain petty cash records across the organisation.
• Maintain accurate records of all client funds received and spent.
• Assist the Finance Manager with providing quarterly management accounts reports to the CEO, Treasurer and Trustees.
• Prepare and send quarterly reports and annual budget through the Citizens Advice financial reporting portal by the required due dates.
• Assist with running year‑end procedures and preparing all reports relating to the annual accounts for the appointed auditor.
• Work with the appointed auditor to resolve any queries or issues that arise.
• Prepare monthly input for the external payroll company on a timely basis.
• Make necessary monthly returns to Pension providers within one month of payroll.
• Respond to queries from staff, HMRC and other agencies about payroll.
• Assist with procedures for payment of maternity/paternity/foster carer pay, sick pay, childcare vouchers and other relevant schemes.
• Check all expense claims, ensure they are approved and accurate, and promptly process expenses payments.
• Ensure orders are processed in accordance with agreed procedures and paid promptly.
• Authorise incoming invoices promptly and set up payments in accordance with their terms and CAOX.
• Resolve any supplier queries or issues.
• Arrange bank signatories in accordance with CAOX policies.
• Deal with routine correspondence and form filling.
• Liaise with local offices to ensure all monies received are promptly notified to finance and banked in a timely manner.
• Monitor bank accounts regularly and reconcile statements monthly.
• Manage and respond appropriately and in a timely manner to correspondence in the shared  mailbox.
• Attend and contribute to staff meetings and one‑to‑one supervision meetings.
• Undertake regular mandatory and appropriate training.
• Abide by health and safety guidelines and share responsibility for own safety and that of colleagues.
• Ensure that work undertaken reflects and supports the Citizens Advice services’ equity and diversity strategy.
• Perform any other relevant financial, administrative, and support duties required to ensure the smooth running of Citizens Advice Oxfordshire.

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