Finance Support Officer
| Dyddiad hysbysebu: | 22 Ionawr 2026 |
|---|---|
| Cyflog: | Heb ei nodi |
| Gwybodaeth ychwanegol am y cyflog: | £27,000 FTE-£10,800 per annum (pro rata) |
| Oriau: | Rhan Amser |
| Dyddiad cau: | 21 Chwefror 2026 |
| Lleoliad: | Barnstaple |
| Cwmni: | Citizens Advice Torridge North Mid and West Devon |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | 55 |
Crynodeb
Job Advert
Do you have an excellent eye for detail and want a role in finance that supports our charity in providing advice and information
to local people? Join us at Citizens Advice Torridge, North, Mid and West Devon as our Finance Support Officer. The Finance
Support Officer is responsible for supporting the Finance Manager in the effective delivery of the organisation’s services. This
role involves ensuring financial processes run smoothly to maintain high-quality standards and efficient service delivery. The
role will be primarily based in our Bideford or Barnstaple offices, but could also require travel to our other offices in
Tiverton, Okehampton or Tavistock.
Main purpose of the job
* Support the Finance Manager (FM) with day to day finance operations and reporting
* Manage transactions in and maintain the finance system, Sage 50 Accounts Professional
* Deputise for FM when unavailable including attending meetings
* Support the FM and the charity to make best use of its resources, monitoring cash and other asset
Finance support
* Work with the FM on a variety of activities to ensure all finance processes and controls are in place and observed
* Help maintain and develop appropriate systems for efficient working
* Work across all of the service and lead areas to support with financial information as needed
* Maintain the accounting records and reconciliations on a timely basis to enable reporting within specified timescales
* Liaise with debtors and creditors to ensure business operations can run smoothly including credit control and processing
purchase invoices
* Prepare draft budgets, management accounts and other information for management decision-making and controls including
commentary and explanations
* Prepare payroll and staff/volunteer expenses for review and payment
* Prepare and deliver the schedules as needed for the year end accounts and audit
* Support with Treasury management and cashflow forecasting as well as petty cash management
* Assist in ensuring compliance with financial regulations and laws including tax
* Maintain confidentiality of information and data acquired.
Fundraising support
* Support with preparing budgets for funding bids
* Working with the Operations Support Officer to provide data for funding bids
Specialist Service financial support
* Assist in the financial oversight of the service, meeting performance and other delivery targets and reporting as necessary
* Working with the Operations Support Officer to provide insights and other reporting using all the data available
Other duties
* Travel to any of the main offices or outreaches to support the team or attend meetings
* Maintain own CPD requirements in accordance with any qualification held
* Liaise with the other Local Citizens Advice offices as necessary for financial and reporting purposes
* Abide by health and safety guidelines and share responsibility for own health and safety and that of colleagues.
* Carry out any other tasks within the scope of the post to ensure the effective delivery and development of service.
PERSON SPECIFICATION
Essential:
* Proven experience in a finance officer or other support role
* Experience of working with computerised finance systems over several years
* Expert user of Microsoft 365, in particular MS Excel
* An excellent eye for detail and logical thinker
* Flexible and able to adapt to different ways of working and changes in the workplace and systems
* Ability to prioritise work, meet deadlines and manage own workload in a sometimes challenging environment
* Demonstrable personal integrity and professionalism
* Full driving license and access to a vehicle
Desirable:
* Finance qualification, or working towards one
* User of the Power BI suite
* Experience of working in the charity/third sector including reporting under the SORP
* Experience with Sage 50 Accounts Professional
Do you have an excellent eye for detail and want a role in finance that supports our charity in providing advice and information
to local people? Join us at Citizens Advice Torridge, North, Mid and West Devon as our Finance Support Officer. The Finance
Support Officer is responsible for supporting the Finance Manager in the effective delivery of the organisation’s services. This
role involves ensuring financial processes run smoothly to maintain high-quality standards and efficient service delivery. The
role will be primarily based in our Bideford or Barnstaple offices, but could also require travel to our other offices in
Tiverton, Okehampton or Tavistock.
Main purpose of the job
* Support the Finance Manager (FM) with day to day finance operations and reporting
* Manage transactions in and maintain the finance system, Sage 50 Accounts Professional
* Deputise for FM when unavailable including attending meetings
* Support the FM and the charity to make best use of its resources, monitoring cash and other asset
Finance support
* Work with the FM on a variety of activities to ensure all finance processes and controls are in place and observed
* Help maintain and develop appropriate systems for efficient working
* Work across all of the service and lead areas to support with financial information as needed
* Maintain the accounting records and reconciliations on a timely basis to enable reporting within specified timescales
* Liaise with debtors and creditors to ensure business operations can run smoothly including credit control and processing
purchase invoices
* Prepare draft budgets, management accounts and other information for management decision-making and controls including
commentary and explanations
* Prepare payroll and staff/volunteer expenses for review and payment
* Prepare and deliver the schedules as needed for the year end accounts and audit
* Support with Treasury management and cashflow forecasting as well as petty cash management
* Assist in ensuring compliance with financial regulations and laws including tax
* Maintain confidentiality of information and data acquired.
Fundraising support
* Support with preparing budgets for funding bids
* Working with the Operations Support Officer to provide data for funding bids
Specialist Service financial support
* Assist in the financial oversight of the service, meeting performance and other delivery targets and reporting as necessary
* Working with the Operations Support Officer to provide insights and other reporting using all the data available
Other duties
* Travel to any of the main offices or outreaches to support the team or attend meetings
* Maintain own CPD requirements in accordance with any qualification held
* Liaise with the other Local Citizens Advice offices as necessary for financial and reporting purposes
* Abide by health and safety guidelines and share responsibility for own health and safety and that of colleagues.
* Carry out any other tasks within the scope of the post to ensure the effective delivery and development of service.
PERSON SPECIFICATION
Essential:
* Proven experience in a finance officer or other support role
* Experience of working with computerised finance systems over several years
* Expert user of Microsoft 365, in particular MS Excel
* An excellent eye for detail and logical thinker
* Flexible and able to adapt to different ways of working and changes in the workplace and systems
* Ability to prioritise work, meet deadlines and manage own workload in a sometimes challenging environment
* Demonstrable personal integrity and professionalism
* Full driving license and access to a vehicle
Desirable:
* Finance qualification, or working towards one
* User of the Power BI suite
* Experience of working in the charity/third sector including reporting under the SORP
* Experience with Sage 50 Accounts Professional