Finance Assistant part Time - Edinburgh, United Kingdom - Upmo

Upmo

Verified Company

Edinburgh, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Part time

Description

Job Title:
Finance Assistant

Location:
Edinburgh

Department:
Corporate Services

Reports to:
Finance Manager

Salary:
£14,400.00 per year

Organisation Overview

Upward Mobility is a registered Scottish charity working in Edinburgh and Lothian region providing innovative, educational workshops and personalised support for people with learning and other complex disabilities.

Our goal is to promote the self-confidence and social welfare of our students through assistance to engage with meaningful and progressive educational activities, aiding their development of practical, social and life skills and their ability and confidence to participate more fully in society.

Job Purpose:

The Finance Administrator is responsible for providing administrative support to the Corporate Services function. The post will be primarily focused on supporting purchasing, invoicing, debtor monitoring, and monthly payroll activity.

Key Responsibilities
Payroll Administration

Responsible for preparing monthly staff payroll run for approval by the Finance Manager
Responsible for processing approved expense claims
Support the calculation and generation of the monthly annual leave report for line managers

Purchasing Administration

Processing order requisitions
Responsible for the reconciliation of the Upmo purchasing card(s)
Responsible for monthly reconciliation of an Upmo petty cash

Invoicing Administration

Preparation of and sending out invoices for student fees, grant funding and other income
Generate credit notes

Debtor Monitoring Administration

Review the debtor report with Finance manager
Communicate to debtors regarding their debt status and follow up to ensure payment
Escalate nonpayment issues to Finance Manager and Head of Corporate Services

General Administration

Support the Finance Manager generating and checking student contracts and entering details into systems.
Support the Funding and Grant Support Officer as required
Support the Corporate Services team with the annual accounts and audit reporting process
Support the Corporate Services team with projects as required
Undertake any other duties as required by the Head of Corporate Services

General Responsibilities

Provide support and guidance as and when required
Identify personal training & development needs
Set appropriate objectives & review personal performance
Communicate regularly and effectively with team members and the wider Upmo team
Contribute to a clear focus on driving improvements in quality, impact and performance
Be an Ambassador for Upmo

Criteria
Essential Experience

Relevant financial administrative experience OR evidence of progression and development gained through strong relevant work experience
Experience of using an accounting/purchasing software package

Desirable Experience

Experience of using Xero accounting software
An up to date and comprehensive knowledge of payroll procedures
Knowledge of income tax and National Insurance legislation

Essential Skills

Excellent IT skills including Excel, Word, and Outlook
A high degree of both speed and accuracy
Tact, patience, initiative, and diplomacy
Effective oral and written communication skills
Ability to work under mínimal supervision and to strict deadlines
Excellent interpersonal skills
Proactive approach to preventing and solving problems

Desirable Skills

Ability to perform manual payroll calculations

Essential Qualifications

Demonstrable competency to undertake the duties associated with this level of post gained through working in a similar role.
Or; Scottish Credit and Qualification Framework level 4 in English and Mathematics (National 4) or equivalent, and some experience of working in a similar role.)

Desirable Qualifications