Finance Assistant - Blackburn, United Kingdom - Westholme School

Westholme School

Verified Company

Blackburn, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

JOB DESCRIPTION

Post:
Finance Assistant

Contract Type:
Permanent

Salary:
£2- 25FTE (dependent on experience)

Hours: 20 Hours per week Full Year

Reporting to:
Finance Manager

Purpose of the Job

As part of the Finance team the finance assistant will be responsible for invoice preparation, credit control processes, sales and purchase ledger.

The successful applicant as part of the Finance team, will liaise with colleagues, parents and external organisations as necessary.

Areas of Responsibility and Key Tasks:

Sales Ledger/Credit Control

Production of accurate termly fee invoices to strict deadlines
Maintain the fees billing ledger, create new records and keep the data up to date
Respond to fees queries promptly
Manage fee deposits
Produce Aged Debtor reports
Credit control procedures for chasing outstanding fees
Investigate cases of outstanding payments and determine an appropriate course of action
Set up and manage direct debits
Chase outstanding payments for trips and activities
Assist with School transport queries and charges for new students

Purchase Ledger

Checking and processing purchase invoices.
Processing staff expenses
Setting up new supplier accounts and maintaining existing account detail.
Reconciliation of supplier statements.
Prepare weekly payment runs.
Deal with supplier queries and creditor calls.

They will also;

To be proactive in identifying ways to improve the financial management of the School
To be proactive in identifying and investigating any financial anomalies
Provide cover for Finance staff as required during absences

This list is not exhaustive but rather an indication of the main requirements of the role.

Person Specification
Finance Assistant

Requirements (based on the job description Essential (E) or desirable (D)

Qualifications
AAT or other finance qualification (or willing to work towards) - E

Experience/Knowledge/skills/abilities
Skills and experience in fee collection and billing - D

Excellent levels of written and verbal communication - E

Excellent communication and interpersonal skills - E

Excellent problem solving skills - E

Excellent skills in both organisation and prioritisation - E

Professional and approachable manner - E

Flexible and helpful personality - E

Sense of humour and perspective - E

Calm, diplomatic and level-headed - E

An appreciation of the need for discretion and confidentiality is essential - E

Confident in own decision-making and working on own initiative - E

Other
Commitment to safeguarding and protecting the welfare of children and young people - E

Commitment to equality and diversity - E

Commitment to health and safety - E

Willingness to work occasionally outside of contracted hours - E

Westholme School is committed to safeguarding and promoting the welfare of children and all staff must share this commitment please refer to our Safer Recruitment and Safeguarding policies on the website._
Westholme School is committed to equality of opportunity in all areas of its work. All individuals will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation._

Job Types:
Part-time, Permanent

Salary:
£22,000.00-£25,000.00 per year

Benefits: