Person Specification: Finance Officer

This person specification outlines the essential and desirable criteria for the position of Finance Officer. Candidates will be assessed against these criteria during the application and interview process.

Essential Criteria

Qualifications and Experience

* AAT Level 3 qualification or equivalent (e.g., NVQ Level 3 in Accounting). * Proven experience (minimum 2 years) in a finance role, preferably within a similar organization (e.g., charity, public sector, small to medium enterprise). * Demonstrable experience of processing invoices, payments, and receipts accurately and efficiently. * Experience of bank reconciliations and petty cash management. * Familiarity with accounting software packages (e.g., Xero, QuickBooks, Sage).

Skills and Abilities

* Strong numeracy and analytical skills with a keen eye for detail. * Excellent organizational and time management skills with the ability to prioritize tasks and meet deadlines. * Proficient in using Microsoft Office Suite, particularly Excel (including formulas and data manipulation). * Effective communication skills, both written and verbal, with the ability to explain financial information clearly and concisely to non-finance personnel. * Ability to work independently and as part of a team. * Problem-solving skills and the ability to identify and resolve financial discrepancies. * Understanding of basic accounting principles and procedures.

Personal Attributes

* High level of integrity and confidentiality. * A proactive and self-motivated approach to work. * Commitment to accuracy and attention to detail. * Ability to work under pressure and manage multiple tasks simultaneously. * A positive and flexible attitude.

Desirable Criteria

Qualifications and Experience

* AAT Level 4 qualification or working towards a professional accounting qualification (e.g., ACCA, CIMA). * Experience of preparing management accounts. * Experience of budgeting and forecasting. * Experience of using accounting software reporting functionalities. * Knowledge of relevant tax regulations (e.g., VAT).

Skills and Abilities

* Experience in using advanced Excel features (e.g., pivot tables, macros). * Knowledge of financial reporting standards. * Ability to interpret and analyze financial data to identify trends and patterns.

Personal Attributes

* A willingness to learn and develop new skills. * Experience of contributing to process improvement initiatives. * A strong interest in the organization's mission and values.

Candidates who demonstrate the essential criteria, and ideally some of the desirable criteria, will be best positioned for success in this role.