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Finance assistant

Wells
Tulip Recruitment
Finance assistant
Posted: 28 October
Offer description

Finance Assistant

We are seeking a motivated and detail-oriented Finance Assistant to join our clients Operational Finance Team. This is a key role ensuring that income is accurately and completely posted to the company’s finance, housing management, and care systems.

You will play an important part in maintaining the integrity of financial data by resolving allocation queries, issuing invoices, processing payments, reconciling accounts, and providing credit control support. The role also involves close liaison with internal teams, care home managers, residents, families, and external organisations such as local councils and the NHS.

This opportunity offers remote working with a requirement to travel to quarterly meetings in Andover and occasional travel to Dorset and Somerset.

This is a part time position ideally working Monday to Wednesday, 22.5 hours per week

Key Responsibilities

* Manage admissions, terminations, billing, and account reconciliations across multiple systems.

* Support customers with billing enquires and liaise with external parties to ensure timely billing and payments

* Process all payments received, posting cash and benefits accurately to accounts.

* Raise and issue debtor invoices in line with agreed procedures.

* Reconcile postings, investigate discrepancies, and resolve unposted or queried items.

* Administer Direct Debits, including recording and amending.

* Support the recovery of unpaid accounts in collaboration with the Income Recovery Team.

* Update fees and charges at the start of each financial year.

You’ll be an organised and proactive individual with strong attention to detail and excellent communication skills. You’ll be confident working with financial systems and comfortable managing multiple priorities in a fast-paced environment.

Essential criteria:

* Educated to GCSE level (including English and Maths).

* Experience working with computerised accounts systems.

* Strong IT skills, including Microsoft Excel, Word, and Outlook.

* Ability to prioritise workloads and meet tight deadlines.

* Strong communication and customer service skills.

* Understanding of GDPR requirements.

Desirable:

* AAT qualification or relevant degree.

* Experience within housing, care, or similar finance environments

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