Trainee Finance Assistant

at  Lakeside Healthcare Group

Job Summary The post holder will be part of a team directly involved in the administration of the accounting system ensuring compliance with all finance policies and procedures, based with the Central team. The post holder will work with other team members and sites to ensure the processes run smoothly and efficiently day to day. Work with a problem solving approach in order to identify solutions to challenges within the service. Main Duties and Responsibilities: The role requires the post-holder to plan, organise and manage their time effectively, establishing own priorities on a day to day basis with management assistance and supervision where required, whilst working as part of a team.
The post holder will need to display a professional approach at all times and take ownership of the quality of financial information delivered. The post holder will need to assist all other finance team members as required. The post holder will need to be highly numerate and demonstrate, or be trained in, a working knowledge of computer based software packages, in particular Sage 200 software. The post holder will work with a high level of accuracy to ensure that all work produced is of the highest possible quality.
The ability to communicate verbally and in writing in a concise, confident and accurate manner giving due regard to confidentiality. The post entails regular communications with a variety of people including other staff members and also external customers and suppliers. Job Accountabilities and Objectives Maintenance of Financial Records The post holder will collate, review and post supplier transactions. Ensuring all checks and authorisations have been carried out.
Supplier account reconciliations. Assisting with the prompt and accurate recording and production of sales invoices onto Sage. Credit control duties as needed. Maintenance of the departmental filing systems.
Assisting with other accounts work as the Finance Director feels appropriate. Job Accountabilities and Objectives Maintenance of Site Financial Records Be responsible for the prompt and accurate entry of specific site transactions to the Financial System. Maintain local finance spreadsheets and submit by deadlines. Assist with the collation of monthly debtors and creditors.
Attend finance meetings when required. Follow the requirements of the Data Protection Act and maintain strict confidentiality over all data held on individuals (ie patients and employees). Finance Policies and Procedures Ensure compliance with Practice and Partnership policies. Check and verify all invoices are approved and checked.
Support the continued development of the Practice financial systems and processes. Identify areas within the scope of the role for improving and developing system based working practices, policies and procedures. Other Tasks The post holder will be required to work flexibly in response to the needs of the organisation providing cover for other administrative staff to ensure continuity of a quality service provision. Attend and participate in team meetings as required.
To have a thorough knowledge of all practice procedures and a working knowledge of all software and hardware. To work in accordance with written Standard Operating Procedures (SOPs). Ability to work on own initiative, organising and prioritising own workload to meet deadlines. Other Tasks Duties may be varied from time to time under the direction of the Finance Director, dependent on current and evolving practice workload and staffing levels

Please refer the Job description for details