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Finance & administration officer (part time)

Oswestry
shropshire peer counselling advocacy
Administration
Posted: 20 February
Offer description

Job Overview

We are looking for a friendly, organised and reliable Finance & Administration Officer to support the smooth running of PCAS. This is a varied and important role at the heart of the organisation, combining finance, payroll, data, administration and team support.

You will play a key part in keeping our systems running well, our records accurate, and our team supported, helping ensure PCAS can focus on delivering high-quality advocacy to the people who need us most.

Key responsibilities

Finance & Payroll

* Manage day-to-day financial administration using Xero (and supporting the transition to our new CRM system, Beacon)
* Process invoices, expenses and payments
* Support payroll administration
* Maintain accurate financial records and reconcile data with accountant reports
* Prepare information for funder reporting and annual accounts
* Create simple Excel spreadsheets and financial summaries as needed

Data, Reporting & Evaluation

* Maintain and develop our data and evaluation systems (currently Excel/Access, moving to CRM)
* Produce clear reports, graphs and evidence for funders and annual reports
* Support the design and upkeep of data collection and evaluation systems
* Ensure client records are accurate, up to date and GDPR compliant

* Manage data retention and secure destruction of records in line with GDPR

Administration & Office Support

* Maintain client lists and provide regular reports to the advocacy team
* Process paperwork submitted by advocates
* Support staff with basic IT and recording systems
* Help prepare and update induction and training materials for new staff
* Support the induction of new team members
* Keep records of staff holidays and key admin information
* Take minutes at Trustee meetings and type them up
* Carry out general office administration including filing, mail merges and document management
* Order office supplies and help keep the office organised and welcoming

Team Support

* Be a proactive and supportive team member
* Prioritise workload effectively and manage tasks independently
* Contribute to a positive, organised and well-run working environment

About you

We're looking for someone who is:

* Organised, reliable and detail-focused
* Comfortable with finance admin and confident in payroll processes (charity experience is a bonus, but not essential)
* Confident using Excel and databases/CRM systems (or keen to learn)
* Friendly, helpful and supportive with colleagues
* Able to handle confidential information sensitively and in line with GDPR
* Happy working in a small charity where roles are varied and no two days are the same

Job Types: Part-time, Fixed term contract

Contract length: 12 months

Pay: £13.00 per hour

Expected hours: 15 per week

Benefits:

* On-site parking

Work Location: In person

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