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We have an exciting opportunity for an experienced Finance Assistant to join our team in Birmingham, hybrid working with 2 days a week (Tuesday/Wednesday) at NGA’s office in Birmingham and 3 days working remotely. NGA is a charity dedicated to improving educational standards and the wellbeing of young people by strengthening the effectiveness of governing boards across England. The Finance Assistant role suits someone who is motivated by delivering high‑quality, customer‑focused support and ensuring accurate and efficient financial administration.
Job Responsibility:
Record all income accurately in Sage 50 and keep membership details updated in Sage CRM
Create and send invoices, reminders, and confirmations for memberships, training, consultancy, and other services
Contact members by phone, email, and letter to chase outstanding payments
Monitor unpaid subscriptions and follow up to support membership renewals and retention
Enter supplier invoices and expenses, ensuring receipts and approvals are collected
Prepare supplier payments for dual authorisation
Monitor shared and personal finance inboxes daily, responding to queries within five working days
Respond to online finance queries and redirect them when appropriate
Take part in staff meetings and support organisational processes and policies
Help introduce new systems or processes, including user testing
Requirements:
Experience in a customer service environment
Experience of providing support via an online helpdesk and over the telephone
Knowledge and experience of working with databases and CRM systems
Experience in providing effective and efficient administrative support to an organisation
Knowledge of Sage CRM system
Knowledge of Sage 50 financial system
AAT Level 2 qualification
Clear verbal and written communication skills
Professional telephone manner and interpersonal skills
The ability to analyse and translate data for reporting purposes
What we offer:
Annual leave entitlement of 25 days (FTE) increasing to 27 with continuous service, 8 days bank holiday and 3 days Christmas closure, with the ability to buy and sell annual leave
Employer contribution pension scheme at 7%
Healthcare cash back plan
A healthy training and development budget (CPD) with a wide range of learning and development opportunities