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Finance administrator

Birmingham (West Midlands)
Finance administrator
Posted: 29 January
Offer description

We’re a member-focused credit union, proud to support our community by helping people save, borrow responsibly, and feel confident about their finances. We believe money should work for people, not the other way around - and we’re looking for a Financial Administrator who shares that ethos. As our Financial Administrator, you’ll be at the heart of our day-to-day financial operations! You’ll help keep everything running smoothly, accurately, and compliantly - from processing transactions to supporting reporting and audits. In short: you’ll be the calm, organised presence that keeps our numbers in line and our members supported. Your roles and responsibilities will include: Maintaining the purchase ledger and ensuring that accruals and prepayments have been posted accurately. Ensuring the accurate payment of invoices, staff expenses and other outgoing costs. Processing all types of business payments in an efficient and timely manner. Issuing cheques in a timely manner, accurately and recorded correctly. Monitoring uncleared cheques and raise any issues. Supporting the smooth running of the annual external audit. Assisting in the preparation of bank reconciliations and associated journals and maintaining the bank reconciliation system. Producing and disseminating financial reports. Undertaking regular training and be knowledgeable about the financial systems of the Credit Union. Ensuring a full understanding of the Credit Union’s policies and procedures. Delivering an effective service within the finance system which supports management and staff. Positively contributing suggestions for process improvements. Understanding the financial policies and procedures and apply them to work activities. Complying with data protection legislation and to maintain strict confidentiality and security in dealing with all information relating to the Credit Union and its members, in accordance with policies and procedures. Working to the policies and procedures including relevant legislation and guidelines set down by the Credit Union, the Financial Conduct Authority, the Prudential Regulation Authority, the Financial Ombudsman Service, the Information Commissioner’s Office and any other standards as instructed in the course of your duties. Essential Skills: Confident and able to work under pressure Excellent written and verbal communication skills An excellent eye for detail and an analytical approach Self-motivated and well organised Professional and proactive in approach to work activities and work colleagues Resourceful and able to multi-task A team player who is approachable and able to work alongside others Experience in providing general administrative and financial administrative support Evidence of ability to work with numbers and written communication Confident in using MS Office Package, proficient in Excel Competent with IT systems Desirable Skills: Association of Accounting Technicians (AAT) Level 2 (or equivalent) Understanding and appreciation of the Credit Union movement What we are offering Hybrid working is available for all employees, with a minimum 3 days at our offices in Birmingham (between 9am and 4:30pm) and the rest from home if you prefer. We offer enhanced leave, an employer-contributed pension scheme and a friendly and relaxed working environment where you will be supported to develop yourself and your career. Serve and Protect is a great place to work, but don’t take our word for it! We are a Great Place to Work certified company and also earned a place on the Best Workplaces (Small), Best Workplaces for Wellbeing (Small) and Best Workplaces in Financial Services and Insurance (Small & Medium) in 2025. Job Type: Full-time Pay: From £24,479 per year Additional pay: Performance bonus Benefits: Additional leave Bereavement leave Company events Company pension Enhanced maternity leave Enhanced paternity leave Free parking Sick pay Store discount Work from home Schedule: Monday to Friday Education: GCSE or equivalent (preferred) Work Location: Hybrid - 3 days in Birmingham office (B26 3EA), 2 days from home

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