Job Title: / Finance Processing Officer – Faculty and Service Processing
Reference No:
Reports to: / Accountant (Financial Accounts)
Responsible For: / Processing Team
Grade: / E
WorkingHours: / 37 hours a week
Faculty/Service: / Finance
Location: / Edinburgh Building, City Campus
Main Purpose of Role: / To support the Accountant (Financial Accounts) by providing day to day management of the Faculty and Service Processing teams, their main function is to process purchase orders, invoices and travel for the University.
KeyResponsibilities
andAccountabilities: /
- Allocate and supervise work within the Faculty and Service Processing teams in consultation with the Accountant (Financial Accounts), including ensuring that appropriate controls and segregation of duty are in place.
- Provide day to day management and support of staff to provide a high standard of customer service and liaison with suppliers for the University and its subsidiaries.
- Support the Accountant (Financial Accounts) in developing, implementing and communicating suitable policies and procedures to Faculties and Services within the University.
- Provide reports and management information including key performance indicators and all other relevant information to support finance strategies within the University group.
- Provide day to day management of transactions via the Finance system (currently Oracle) to ensure timely turnaround of transaction within the University.
- Liaison with other sections within Finance to manage the cash position of the University group.
- To take the lead on ensuring process efficiency and effectiveness as part of continuous improvement in the department.
- Implement suitable controls and procedures around all types transactions processed by the team including day to day management of all compliance issues e.g. VAT
- Support the Accountant (Financial Accounts) in liaison with internal and external auditors, Faculties and Service of the University and Student Loan Company as required
- Support the Accountant (Financial Accounts) in specific IT development related to the relevant systems to drive improvements in the customer experience
- Participate as part of a team in identified IT development projects within Finance making relevant suggestions and improvements as appropriate to develop systems and procedures
- Ensure a consistently high level of customer service is provided by the teams, in particular to students, and all queries are successfully handled in a fair and consistent manner effectively liaising with other teams across the University as required
- Any other duties as commensurate with the grade of the post
Special Circumstances: / n/a
Part 2A: Essential and DesirableCriteria
Essential / Essential
QualificationsandProfessionalMemberships:
- Actively working towards or holder of relevant CCAB qualification or equivalent experience for the role
Knowledge andExperience:
- Experience of supervising staff and working in a Finance department
- Good working knowledge of the processing function
- Experience in providing an excellent customer service
- Demonstrable high level of IT skills
- Knowledge and an understanding of finance IT systems
- Ability to understand Faculty and Services needs and fulfill their requirements within the policies and procedures
- Demonstrable proactive, enthusiastic and flexible approach and the drive to succeed
- Demonstrable ability to work as part of a team to achieve successful implementation of projects and process improvements
- Demonstrable problem solving skills and ability to communicate clearly by phone, e-mail and in writing
Desirable / Desirable
QualificationsandProfessionalMemberships:
n/a
Knowledge and Experience:
- Working knowledge of the principles of accounting
- Understanding of the challenges of processing high levels of request within the Higher Education sector
- Demonstrable knowledge and experience of the ORACLE accounting package and related modules
Part 2B: Key Competencies
Competencies are assessed at the interview/selection testing stage / Communication
Oral Communication
- Summarises and interprets complex, conceptual and special matters to aid others' understanding and aimed at their needs
- Uses appropriate styles and arguments to influence and negotiate satisfactory outcomes
- Monitors understanding of others, develops approach and takes corrective action if required
- Conveys information of a complex, conceptual and specialist nature using a range of styles and media selected to meet the needs of others
- Presents complex information in formats appropriate to non-specialists without comprising meaning
- Monitors the reactions of others and takes appropriate steps to remedy any miscommunications
Initiative and Problem Solving
- Analyses problems to identify their cause
- Takes action to prevent recurrence of problems
- Considers possible solutions to identify those which offer wider benefits
- Obtains evidence to support intuition
Pastoral Care and Welfare
- Deals with difficult situations or confidential matters, according to policy and procedures
- Involves others or refers elsewhere for assistance if the situation becomes more complex and if additional help or information is required
Planning and Organising Resources
- Actively seeks information to support planning and prioritisation of work
- Ensures that time and resources are used effectively to their maximum efficiency
- Checks and reports on progress and achievement against plans to key parties
- Develops plans to take account of problems, delays and new priorities
Team Development
- Plans and generates training and development opportunities to meet team members current and future learning needs
- Enables team members to apply their learning
- Evaluates learning and development activities with those involved
Team Work and Motivation
- Ensures appropriate resources and support are available so that the team and individual members are able achieve their objectives
- Monitors progress and takes appropriate action to deal with difficulties or slippage
- Deals with conflict within the team
Date Completed: / July 2017