Job Purpose:Provide comprehensive financial and administration support. To ensure all areas are in compliance with College financial guidelines and achieve robust financial reporting.
Responsible To:Director of Finance
Annual Salary:Scale 6 of Support Staff Salary spine (points 30-32)
Working Hours:37 hours per week
Working Weeks:Full year
Holidays:22 days per year plus two statutory days and eight Bank Holidays
Pension:Staff are enrolled in the Local Government Pension Scheme, a contributory scheme with the option to opt out in a transitional period.
KEY RESPONSIBILITIES
- Purchase Ledger
- To ensure that all purchase order invoices and credit notes received are correctly recorded, properly authorised and are Bona Fide charges to the College.
- To prepare a list of supplier’s accounts due for payment for approval; action the resultant purchase ledger cheque and BACS payment run.
- To raise manual cheques as requested ensuring the cheque request is duly authorised, coded and are for a legitimate charge to the College.
- To reconcile all suppliers statements and ensure all outstanding invoices or credit notes are dealt with in accordance the financial procedures in place at the time.
- Ensure all invoices and credit notes are filed correctly.
- Review all outstanding Purchase Orders and take necessary action.
- To match appropriate invoices against orders and investigate variances.
- Resolve queries with suppliers by telephone.
- Sales Ledger and Debt Recovery
- To ensure that all invoice request forms received are correctly coded and properly authorised.
- Raise all invoices or credit notes within the agreed timescale, post to the relevant sales ledger account and despatch documentation to the customer or as instructed.
- Receive all remittance advices and post to the relevant account and file all documents correctly.
- Send out payment demands in line with the financial procedures in place at the time and follow up all queries.
- Regularly review all debtors’ accounts and discuss all overdue account with the Director of Finance and take agreed action to recover the outstanding amount.
- Treasury
- To ensure that the college bank statements are entered on to the finance system on a regular basis either by automatic upload or manual entry.
- To ensure that all college bank accounts are reconciled on a monthly basis and a month end bank reconciliation report is produced.
- To ensure that all outstanding items on the college bank reconciliation are investigated and resolved on a timely basis.
- To ensure that any anomalies on the college bank accounts are bought to the attention of the Director of Finance as soon as they happen
- To ensure that all cheques over 6 months old are cancelled with the bank and removed from the finance system on a monthly basis
- Cashbook Payments
- Receive requests for cheques for “cash with orders” and payments for non-supplier’s accounts.
- Check validity of coding and authority.
- Prepare cheques and obtain signatures.
- Despatch cheque to in accordance with instructions
- Issue student refunds on the online payment system.
- General
- Dealing with general day-to-day Finance administration face-to-face, telephone or email in a timely manner.
- To take part in the College’s Performance Review and Development Scheme (PRD).
- To be responsible for health and safety within areas of own responsibility.
- To contribute to the college responsibility for safeguarding and promoting the welfare of young people.
- To observe the college’s commitment to equal opportunities.
- To undertake any other duties which are reasonably comparable to a post of this grade.
PERSON SPECIFICATION
SPECIFICATION / ESSENTIAL / DESIRABLE
EDUCATION/
TRAINING /
- AAT Qualified
RELEVANT
EXPERIENCE /
- Previous experience in an accounts environment
- Knowledge of computerised accounting packages
- Experience/knowledge of working in an educational environment
SKILLS/
APTITUDES /
- Excellent IT, numeracy, literacy and data presentation skills
- Understanding of the needs of users, including the ability to produce information in a readily accessible format
- Commitment to the integrity and accuracy of College accounting systems
- Accuracy, attention to detail and problem-solving skills
- Excellent organisational skills with the ability to prioritise workload and delegate as appropriate
- Excellent interpersonal skills with the ability to communicate effectively with staff at all levels both internally and with external contacts
- Ability to work independently, proactively and complete tasks with the minimum of supervision
- Ability to work calmly under pressure, often to tight deadlines
OTHER
REQUIREMENTS /
- A commitment to deliver excellent standards of service for students.
- Flexible approach to working hours.
- Enthusiasm and motivation.
- A commitment to equalityof opportunity.
Last reviewed / November 2015
Reviewed by / Director of Finance