Key Responsibilities

• Ensure financial transactions are prepared and made in a correct and timely manner. Including, purchase and sales ledger invoices, direct debits, bank reconciliation and cash-flow.

• Support the Finance manager in preparation and production of yearly budgets and monthly management accounts.

• Prepare and keep an accurate log of all transactions via our card system Soldo.

• Check aged debtors, update monthly cash forecast and due income.

• Within a timely and accurate manner prepare payroll adjustments.

• Ensure all month end processes are completed.

• Liaise and support foremost the Finance manager, and then the wider network of team managers where needed.

• Grant Payments & Matrix Support: Act as the finance lead for the Grants Matrix Team, processing community grant payments and ensuring they align with approved "matrix" criteria.

• Restricted Fund Tracking: Use Xero Tracking Categories to maintain a real-time view of specific grant balances, ensuring restricted funds are never overspent.

• Grant Reporting: Assist the Finance Lead in preparing financial reports for external funders, ensuring all "evidence of spend" is digitally filed and audit ready.

• Audit Prep: Collate transactional evidence required by auditors for core operational spend (e.g., overheads and staff costs).

Please note you will be required to apply for a Basic / Enhanced DBS check if appointed.

(select level of DBS check or delete if DBS check not required)

For an informal chat about this post, please contact Jacky Barnes on 01793 290756 (recruiting / line manager). We regret CVs cannot be accepted.  We reserve the right to close the job advertisement early should a successful candidate apply.

Application forms should be sent to jacky.barnes@swindoncarerstogether.org.uk

Closing date: 12:00 noon on 21.04.2026
Interviews:   24.04.2026

Role Profile

Application form