Finance Assistant
| Posting date: | 23 April 2024 |
|---|---|
| Hours: | Full time |
| Closing date: | 23 May 2024 |
| Location: | Nonsuch Abbeyfield, KT17 1FL |
| Remote working: | On-site only |
| Company: | Abbeyfield Southern Oaks |
| Job type: | Permanent |
| Job reference: |
Summary
Are you looking for a position to get you on the Finance career ladder? Are you already working in Finance but wish to take on a role that looks at all areas of the day to day running of a Charity?
Would you thrive as a pivotal member of a small team supporting vibrant communities for older people to live independently?
Look no further.
Abbeyfield Southern Oaks is a small but growing charity that aims to enhance the quality of life for older people through supported independent living, providing companionship and social interaction to diminish the effects of loneliness and isolation.
We have created this role to support both our sheltered houses and our 60 Apartment, Independent Living property, Nonsuch Abbeyfield, in Ewell, where this post is based.
We are looking for a reliable, organised Finance Assistant to take ownership of the day-to-day transactional finance. You will need to have a positive attitude, a desire to work as efficiently as possible, and excellent communication skills. If you enjoy establishing your own organisational systems, we are excited to talk with you. We are looking for someone who can operate effectively with little or no supervision and who can manage multiple tasks at once without becoming overwhelmed.
Why should you join Abbeyfield Southern Oaks?
• Starting salary £24,000 per annum
• 25 days annual leave plus 8 bank holidays
• NEST pension scheme, 3% employer contribution
• Study support will be considered
If you think your skills match and you would like to be part of a dynamic and caring team, please send your CV with covering letter highlighting how you meet the job description and person specification to Finance@abbeyfieldsouthernoaks.org
Please note that, for safeguarding purposes, all our roles require an enhanced DBS check.
We will be shortlisting as applications are received
Job Purpose: To deliver, and maintain, the smooth running of the day-to-day finance function for Abbeyfield Southern Oaks (ASO)
Key Responsibilities:
Purchase Ledger Management
• Ensure correct coding, approval and timely processing of all supplier invoices.
• To complete regular Credit Card reconciliations against staff expenditure Supplier Statement reconciliation.
• Prepare and process weekly payment runs.
• Complete monthly supplier and control account reconciliations
• Dealing with telephone calls from suppliers relating to requests for payment and general queries.
Sales Ledger Management
• Raise sales invoices, credit notes and refunds for rent and other services.
• Perform credit control, escalating issues in a timely manner, to minimise debts and arrears.
• Utility Billing and reconciliation
• Send Monthly Statements to customers and deal with any queries.
• Complete monthly customer and control account reconciliations
Other duties
• To complete regular Credit Card reconciliations against staff expenditure
• Support system developments.
• Support our internal POS system.
• Create and maintain stock records for shop, bar & restaurant.
• Perform ad hoc analysis, cost investigation and reporting from Business Central
• Attend meetings as required.
• Ensure all record keeping complies with the terms of the Data Protection Act (2018)
• Ensure ASO policies and procedures are always the most recent versions and are adhered to.
Person Specification:
Essential Requirements:
Highly developed interpersonal skills, with the ability to communicate effectively with a range of stakeholders: residents, trustees, volunteers, suppliers, council officers etc.
Excellent Excel and Word skills, proficient with SharePoint and other Microsoft products
Excellent level of numerical, literacy and analytical skills
Able to work equally well independently and as part of a team.
Good organisational skills with attention to detail
Problem solver who seeks to improve performance, efficiency and effectiveness.
Self-starter with proactive approach
Excellent relevant qualifications at GCSE and A level or equivalent
Desirable Requirements:
Book-keeping experience: maintaining sales and purchase ledgers.
AAT qualified or equivalent
Experience of working with and improving established office procedures and systems
Experience of using Business Central
Experience of working for a registered housing provider or similar
Experience of translating financial data to non-finance personnel
Experience of working with older people
Would you thrive as a pivotal member of a small team supporting vibrant communities for older people to live independently?
Look no further.
Abbeyfield Southern Oaks is a small but growing charity that aims to enhance the quality of life for older people through supported independent living, providing companionship and social interaction to diminish the effects of loneliness and isolation.
We have created this role to support both our sheltered houses and our 60 Apartment, Independent Living property, Nonsuch Abbeyfield, in Ewell, where this post is based.
We are looking for a reliable, organised Finance Assistant to take ownership of the day-to-day transactional finance. You will need to have a positive attitude, a desire to work as efficiently as possible, and excellent communication skills. If you enjoy establishing your own organisational systems, we are excited to talk with you. We are looking for someone who can operate effectively with little or no supervision and who can manage multiple tasks at once without becoming overwhelmed.
Why should you join Abbeyfield Southern Oaks?
• Starting salary £24,000 per annum
• 25 days annual leave plus 8 bank holidays
• NEST pension scheme, 3% employer contribution
• Study support will be considered
If you think your skills match and you would like to be part of a dynamic and caring team, please send your CV with covering letter highlighting how you meet the job description and person specification to Finance@abbeyfieldsouthernoaks.org
Please note that, for safeguarding purposes, all our roles require an enhanced DBS check.
We will be shortlisting as applications are received
Job Purpose: To deliver, and maintain, the smooth running of the day-to-day finance function for Abbeyfield Southern Oaks (ASO)
Key Responsibilities:
Purchase Ledger Management
• Ensure correct coding, approval and timely processing of all supplier invoices.
• To complete regular Credit Card reconciliations against staff expenditure Supplier Statement reconciliation.
• Prepare and process weekly payment runs.
• Complete monthly supplier and control account reconciliations
• Dealing with telephone calls from suppliers relating to requests for payment and general queries.
Sales Ledger Management
• Raise sales invoices, credit notes and refunds for rent and other services.
• Perform credit control, escalating issues in a timely manner, to minimise debts and arrears.
• Utility Billing and reconciliation
• Send Monthly Statements to customers and deal with any queries.
• Complete monthly customer and control account reconciliations
Other duties
• To complete regular Credit Card reconciliations against staff expenditure
• Support system developments.
• Support our internal POS system.
• Create and maintain stock records for shop, bar & restaurant.
• Perform ad hoc analysis, cost investigation and reporting from Business Central
• Attend meetings as required.
• Ensure all record keeping complies with the terms of the Data Protection Act (2018)
• Ensure ASO policies and procedures are always the most recent versions and are adhered to.
Person Specification:
Essential Requirements:
Highly developed interpersonal skills, with the ability to communicate effectively with a range of stakeholders: residents, trustees, volunteers, suppliers, council officers etc.
Excellent Excel and Word skills, proficient with SharePoint and other Microsoft products
Excellent level of numerical, literacy and analytical skills
Able to work equally well independently and as part of a team.
Good organisational skills with attention to detail
Problem solver who seeks to improve performance, efficiency and effectiveness.
Self-starter with proactive approach
Excellent relevant qualifications at GCSE and A level or equivalent
Desirable Requirements:
Book-keeping experience: maintaining sales and purchase ledgers.
AAT qualified or equivalent
Experience of working with and improving established office procedures and systems
Experience of using Business Central
Experience of working for a registered housing provider or similar
Experience of translating financial data to non-finance personnel
Experience of working with older people