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We are seeking a meticulous and motivated Finance Assistant to support smooth financial operations within a friendly and purpose driven charity.
Position: Finance Assistant
Salary: £27,000 per annum, pro rata
Location: Remote (with occasional in-person meetings)
Hours: hours per week FTE (35 hours considered)
Contract: Permanent
About the Role
As Finance Assistant, you will play a key role in supporting day-to-day financial activities within a small, collaborative finance team. Reporting to the Finance Manager, you will ensure the organisation’s accounting, bank reconciliation, purchase and sales ledger processes are efficient and accurate.
Working primarily with Sage 50 Accounts and Beacon CRM in a digital environment, you will support monthly routines, income postings, supplier payments, credit control, and preparation for year-end audit.
Key Responsibilities include:
1. Managing purchase ledger processes and preparing BACS payment runs
2. Handling staff and freelance expense payments
3. Sales invoicing, customer accounts and credit control
4. Daily/weekly bank postings and reconciliations
5. Monthly credit card postings and reconciliation
6. Monitoring the finance inbox and resolving queries from staff, suppliers and clients
7. Posting income from donations and subscriptions, and updating CRM records
8. Supporting the Finance Manager with reconciliations, audit preparation, and process improvements
This is an ideal opportunity for someone with strong bookkeeping skills and attention to detail, who enjoys remote working and making a real difference in a not-for-profit environment.
About You
You’ll be an experienced bookkeeper or Finance Assistant, confident with digital tools and able to manage financial data accurately and efficiently. You will be highly organised, proactive, and capable of working independently to meet deadlines.
To be successful, you’ll bring:
9. Strong experience in a similar finance role
10. Proficiency in accounting software (ideally Sage 50)
11. Confident use of MS Excel and Outlook
12. Understanding of purchase and sales ledger processes
13. Experience with BACS payments and bank reconciliations
14. A positive, can-do attitude and willingness to support process improvements
Desirable but not essential:
15. Experience in the charity or not-for-profit sector
16. AAT qualification (or working towards)
17. Familiarity with Beacon CRM or similar systems
18. Understanding of charity accounting or fund accounting principles
About the Organisation
This inspiring charity brings the healing power of live music to people in healthcare settings across the UK. With a mission to improve wellbeing through musical engagement, their work reaches thousands of patients, families, and staff each year. You’ll be joining a values-led team dedicated to creativity, compassion and community.
Other roles you may have experience of could include:
Accounts Assistant, Bookkeeper, Finance Officer, Accounts Payable Assistant, Accounts Receivable Clerk, Finance Administrator, Assistant Accountant, Charity Finance Assistant.