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Finance Assistant - Part Time
| Posting date: | 30 September 2024 |
|---|---|
| Salary: | £23,400 per year, pro rata |
| Hours: | Part time |
| Closing date: | 13 October 2024 |
| Location: | NE63 9JZ |
| Remote working: | On-site only |
| Company: | Age UK Northumberland |
| Job type: | Permanent |
| Job reference: | Finance Assistant |
Summary
PURPOSE:
To assist the finance team in ensuring the smooth running of regular financial procedures
MAIN DUTIES:
Finance Processes – in collaboration with the Senior Finance Assistant
- Assisting with the processing of weekly/monthly sales invoices, resolving debtor queries and contributing to the smooth and effective running of our debt collection processes. Chasing of outstanding invoices must be professional at all times and will require a thoughtful approach when working with private customers in particular.
- Assisting with the processing and payment of supplier invoices, volunteer and employee expense claims and other sundry payments. This will include review of claims to ensure the expenses policy is being applied consistently;
- Assisting with the management of the Finance email inbox ensuring that all queries are responded to on a timely basis
- Assisting with the regular banking of cheques and cash which have been received into Finance and ensuring that these amounts are kept under the levels required by our insurers.
- Assisting with bank reconciliations for all bank accounts and petty cash each month
Other:
As delegated by the Finance Manager and Finance Officer support the smooth running of the Finance function including:
- Mobile phone asset management
- Some routine Office for National Statistics surveys
- Participate constructively in staff meetings, training & development
- Contribute to the development of existing processes and procedures
- Undertaking any other duties as requested by the Finance Manager commensurate with your level of post.
VALUES:
Age UK Northumberland (AUKN) has devised a set of values which underpin the purpose, objectives and the day to day activities of those connected with the organisation. As such, employees and volunteers, including trustees, are expected to understand and ‘live’ the values of the organisation whilst undertaking their responsibilities and activities. Examples of ‘values in action’ can be found in application packs and in the performance management policy and documents.
The organisation’s values are;
1. We are Respectful
We acknowledge and appreciate difference and do not judge where difference exists
2. We are Empowering
We support and enable people to take control of their lives and achieve their goals
3. We promote Equality and Inclusivity
We provide the opportunity of accessible services so as not to intentionally exclude anyone who needs our support
4. We have Integrity and are Trustworthy
We provide a reliable service and uphold our values at all times
5. We are Empathetic
We provide the opportunity for people to be listened to and for their needs to be acknowledged and understood.
PERSON SPECIFICATION:
Requirements will be assessed from a combination of information provided from the application form, panel interview process and references:
Essential:
- AAT Qualification Level (or equivalent) 2 or qualified by experience
- 5 GCSEs A-C (or equivalent)
- Experience of working in a busy finance department, with particular focus on payroll responsibilities
- Attention to detail
- Organisational and Management Skills
- Ability to set and manage priorities
- Ability to work independently and act on own initiative
- Good customer service skills (explaining payslip queries to non-finance staff)
- Experienced user of Microsoft Office – most specifically Microsoft Excel
- Of good character
- A high level of interpersonal skills and the ability to work effectively with a range of different people
- Seeks continuous improvement
- Sound analytical skills, ability to reflect on own and others practice
- Coaches and leads by example
- Completer/finisher
Desirable:
- AAT Qualification Level 3 (or equivalent) and/or formal Payroll Qualification (CIPP / ICB / Sage certification)
- Experienced user of finance and payroll systems
- Knowledge of Sage Payroll and Xero Finance
To assist the finance team in ensuring the smooth running of regular financial procedures
MAIN DUTIES:
Finance Processes – in collaboration with the Senior Finance Assistant
- Assisting with the processing of weekly/monthly sales invoices, resolving debtor queries and contributing to the smooth and effective running of our debt collection processes. Chasing of outstanding invoices must be professional at all times and will require a thoughtful approach when working with private customers in particular.
- Assisting with the processing and payment of supplier invoices, volunteer and employee expense claims and other sundry payments. This will include review of claims to ensure the expenses policy is being applied consistently;
- Assisting with the management of the Finance email inbox ensuring that all queries are responded to on a timely basis
- Assisting with the regular banking of cheques and cash which have been received into Finance and ensuring that these amounts are kept under the levels required by our insurers.
- Assisting with bank reconciliations for all bank accounts and petty cash each month
Other:
As delegated by the Finance Manager and Finance Officer support the smooth running of the Finance function including:
- Mobile phone asset management
- Some routine Office for National Statistics surveys
- Participate constructively in staff meetings, training & development
- Contribute to the development of existing processes and procedures
- Undertaking any other duties as requested by the Finance Manager commensurate with your level of post.
VALUES:
Age UK Northumberland (AUKN) has devised a set of values which underpin the purpose, objectives and the day to day activities of those connected with the organisation. As such, employees and volunteers, including trustees, are expected to understand and ‘live’ the values of the organisation whilst undertaking their responsibilities and activities. Examples of ‘values in action’ can be found in application packs and in the performance management policy and documents.
The organisation’s values are;
1. We are Respectful
We acknowledge and appreciate difference and do not judge where difference exists
2. We are Empowering
We support and enable people to take control of their lives and achieve their goals
3. We promote Equality and Inclusivity
We provide the opportunity of accessible services so as not to intentionally exclude anyone who needs our support
4. We have Integrity and are Trustworthy
We provide a reliable service and uphold our values at all times
5. We are Empathetic
We provide the opportunity for people to be listened to and for their needs to be acknowledged and understood.
PERSON SPECIFICATION:
Requirements will be assessed from a combination of information provided from the application form, panel interview process and references:
Essential:
- AAT Qualification Level (or equivalent) 2 or qualified by experience
- 5 GCSEs A-C (or equivalent)
- Experience of working in a busy finance department, with particular focus on payroll responsibilities
- Attention to detail
- Organisational and Management Skills
- Ability to set and manage priorities
- Ability to work independently and act on own initiative
- Good customer service skills (explaining payslip queries to non-finance staff)
- Experienced user of Microsoft Office – most specifically Microsoft Excel
- Of good character
- A high level of interpersonal skills and the ability to work effectively with a range of different people
- Seeks continuous improvement
- Sound analytical skills, ability to reflect on own and others practice
- Coaches and leads by example
- Completer/finisher
Desirable:
- AAT Qualification Level 3 (or equivalent) and/or formal Payroll Qualification (CIPP / ICB / Sage certification)
- Experienced user of finance and payroll systems
- Knowledge of Sage Payroll and Xero Finance
Proud member of the Disability Confident employer scheme
Disability Confident
About Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident.