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Vacancy: Finance Officer – closing date November 30th 2021

Salary Scale: £26,371

Accountable to: Finance Manager

Hours: 37 hours per week

Location: Head Office, Liverpool or home based

Duration: Permanent

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Shared Lives Plus is the UK membership charity for more than 6,000 Shared Lives carers, 150 Shared Lives schemes and a growing network of over 25 local Homeshare organisations. Our vision is a kinder, stronger society built on sharing our lives and our homes. We help build communities where everyone lives a full life, regardless of the support they need. We do this by turning Shared Lives and Homeshare into thriving, mainstream options, with all the right structures in place to support and guide those who want to share their lives and homes.

Shared Lives Plus is an Equal Opportunities Employer and we are committed to ensuring that all staff are motivated, skilled and rewarded by their work. We welcome applicants regardless of race, religion or belief, colour, national origin, sex, sexual orientation, disability, age and other protected status as required by law. We promote and protect human rights; they are the foundation of what we do.

We want to be an inclusive place where a diverse mix of talented people want to come and contribute their unique strengths and perspectives. We are focused on equality and believe that all the fascinating characteristics that make us different, make us more able to deliver our life-changing work with passion and creativity.

The role

The Finance Officer role will be to support all aspects of the charity’s work and development through the provision of strong financial assistance. Working as a member of a small team, the Finance Officer will work closely with the Finance Manager and Director on all matters regarding financial management, planning, control and reporting.

Job description: key accountabilities


  • Ensure the accurate maintenance of the financial records on Xero for the charity in order to provide timely and relevant information.
  • Maintenance of the purchase ledgers
  • Weekly/fortnightly payment runs
  • Reconciling and posting the monthly credit and debit card statements
  • Ensuring all sales invoices are raised and cash received allocated – assisting in credit control
  • Manage the incoming Direct debits and processes
  • Assisting the accurate coding of invoices for grant
  • Assist with the update of the chart of accounts and Xero reporting tools to maximise reporting functionality.
  • Manage and reconcile the bank and key balance sheet control accounts.
  • Assist in the management and reporting of VAT
  • Manage the income and payments of the franchise element of the charity
  • Support the franchise team with all matters financial – including advice and guidance
  • Support the Finance Manager in month end reconciliations and reporting
  • Assist in the production of the quarterly reports for Board and any other supporting financial statements.
  • Assist with the formulation and implementation of policies and procedures relating to the finance of the charity.
  • Assist with the production of budgets, financial plans and other such financial information as deemed required to manage the charity.
  • Other duties as may be reasonably required.

Person specification:

Criteria Essential How identified
  • AAT qualified preferred with at least 5 years’ experience
CV, I, R
  • Experience of maintaining accounting ledgers
  • Experience of charity accounting
  • Experience of using Microsoft packages with excellent IT skills, particularly Word and Excel
  • Experience of working in a small team
  • Experience of franchise models or similar
  • Experience of performing bank reconciliations
  • Experience of producing balance sheet reports
CV, I, R


  • Knowledge of Xero accounting software preferred
  • An understanding of Shared Lives and the philosophy underpinning our work and the sector.
  • An understanding of good financial management and the importance of care and accuracy
  • An understanding of franchise models, especially in the third sector
CV, I, R
  • Well organised, efficient and accurate
  • Able to maintain confidentiality and deal with sensitive information
  • Articulate with good verbal and written communication skills
  • Ability to maintain controls within the organisation to ensure financial probity
  • Ability to work independently on multiple projects and organise own workload and prioritise
CV, I, R



  • Demonstrable commitment to working in ways which promote equality of opportunity.
  • Member-focused and values the principles of co-production and partnership working.
  • Commitment to continuous professional development.
  • Confident in working alone or at home
CV, I, R


  • Ability to work the hours dictated by the needs and demands of the job
  • Able to travel as and when required by the job

Key:       CV:  CV and supporting statement             I:    Interview             R:    References

To apply

Please submit your CV along with a supporting statement based on all the details in the job description and person specification telling us why you feel you’re the person for us to

The closing date is: Tuesday 30th November 2021

Short pre-interviews will be on Monday 6th December 2021 with final interviews taking place on Monday 13th December

We envisage that the successful candidate will take up the post from 3rd January 2022 onwards

You can find out more about what it means to work at Shared Lives Plus via this link Working for Shared Lives Plus – Shared Lives Plus