EMPLOYEE SPECIFICATION

JOB TITLE : FINANCE ASSISTANT (Purchase Ledger)

DEPARTMENT : FINANCE

Attributes / Criteria / Rank
1 / Qualifications and knowledge / Minimum “GCSE” Level (Grade A-C) or equivalent education plus 1 years relevant* experience.
Or
Minimum of 2 years relevant* experience
Relevant finance qualification / Essential
Desirable
2 / Relevant Experience / *Experience of processing and recording incoming and outgoing invoices.
*Experience of dealing with and resolving customer / supplier queries as a first point of contact.
*Experience of reconciling supplier statements.
Experience of using MS Office packages in particular Microsoft Excel spreadsheets
Experience of handling sensitive and confidential information.
Experience of processing cash / cheque payments and remittancesand carrying out bank lodgements. / Essential
Essential
Essential
Essential
Essential
Desirable
3 / Relevant Skills and Abilities / Ability to work with accuracy and attention to detail
Ability to manage high volume workload
A high level of organisational skills and the ability to prioritise workload for, and meet, deadlines on an annual, monthly and weekly basis
Ability to work on own initiative and to deal with problems encountered. / Essential
Essential
Essential
Essential
4 / Additional Factors / Willingness to work outside normal office hours on occasions such as attending lunch & evening meetings. / Essential

Helm’s vision is: "to build neighbourhoods and create thriving and empowered communities." We aim is to recruit employees who will embrace our vision and values and fulfil our performance standards within their role. The following competencies outline the standards we expect from all our employees.

5 / Competencies
Being Trustworthy /
  • Demonstrates high levels of integrity, accountability, honesty and impartiality when dealing with customers / clients, making decisions and managing others.

Customer Focused /
  • Strives to exceed the expectations and requirements of internal and external customers;
  • Acts with customers in mind and values the importance of providing high-quality customer service.
  • Understands and manages the customer’s expectations and individual needs; delivering a high quality service at all times.

Target Driven /
  • Delivers results and reports on time, within constraints and in line with organisational policy and deadlines.
  • Demonstrates a continuous drive for quality and commitment to excellence.
  • Understands the strategic direction of Helm, departmental objectives and the external environment in which Helm operates.
  • Develops personal objectives in line with these.

Quality Services /
  • Delivers high quality, value for money services that meet the need of the customer and are aligned to Helm’s vision and regulatory requirements.
  • Demonstrates required job knowledge and understanding to successfully and competently fulfil or exceed the requirements of the post.

Continuous Improvement /
  • Demonstrates leadership attributes within their role towards their colleagues and customers.
  • Acts as a positive role model within their team and supports a climate of continuous improvement.
  • Takes time to understand change initiatives, taking the opportunity to challenge and compromise as appropriate.
  • Engages in the exchange of ideas and information.

Working Together /
  • Demonstrates open communication and collaboration through the sharing of knowledge and best practices.
  • Works within the team, the department and cross functionally as required.
  • Develops and encourages effective partnerships internally and externally to improve the efficiency and effectiveness of service delivery.
  • Communicates regularly and consistently to keep colleagues, line manager and other stakeholders informed of what is going on.
  • Listens carefully, evaluates other opinions and is able to communicate successfully.

February 2016