Job summary
St Helena is a fast-paced, exciting place to work! As funding for our essential services continues to be challenged, there is constant focus on how we can generate new sustainable income streams to safeguard the future of our charity and the important work we do to support those in North East Essex facing incurable illness and bereavement.
In the last 5 years we have launched three new registered commercial companies with the intention of generating profit to be gifted to St Helena. As those businesses have grown, we are now looking for someone to join our Finance team to support the commercial teams with ensuring income is collected and accurate data is fed through into the finance systems.
This is a pivotal role acting as a conduit between the commercial enterprise operations and the central finance function of the charity, and as such we are seeking a motivated, methodical, flexible Finance Officer to join our team. You will be an experienced and confident Excel user and have general ease in working with multiple IT systems. You will have a focus on customer service and building positive relationships with colleagues, stakeholders and customers. You must be able to work efficiently, have a curious nature and determination to ensure accuracy and completeness.
Main duties of the job
We are looking for someone who:
Can manage multiple demands and work fluidly and efficiently, identifying key priorities and adapting accordingly.
Has excellent customer service skills and the ability to build strong, positive working relationships.
Is a confident IT user, with strong Excel skills and is not phased by using multiple IT systems.
Has attention to detail, a methodical approach and cares about ensuring accuracy and completeness.
Normal hours for this role are Monday to Friday 8:30am am to 4:30pm, with 30 minutes for lunch. Hybrid working is available with a minimum of 2 days per week in our Colchester based office, but full time office working is available to anyone who may prefer this. There is flexibility for the working pattern to be different to the normal working hours stated above.
About us
St Helena may elect to bring forward the closing date for this vacancy in the event we receive the desired volume of applications. You are therefore encouraged to submit your application early if you wish to express an interest in this opportunity.
St Helena Hospices core values and behaviours will be embedded in our recruitment, our training and development review and our decision making process.
St Helena provides a friendly, supportive and positive working environment across all our sites and diverse teams. We are an ambitious organisation determined to make a difference to local people across north Essex who face incurable illness and bereavement. That means working with us is a demanding but hugely fulfilling experience.
In return we offer;
A competitive and progressive salary
Group Pension Plan
At Least 27 days Annual Leave, plus statutory Bank Holidays
Occupation Sick Pay after 6 months of service
Professional Registrations can be claimed back
Employee Assistance and Wellbeing support
Free on site parking
Blue Light Card eligibility
Job description
Job responsibilities
The purpose of this role is to ensure all income for our
commercial organisations is appropriately invoiced and collected, and to be the
conduit in terms of ensuring financial data feeding into the Finance team is
accurate and complete. The role will work closely with the lead roles in the
commercial teams as well as the wider Finance Team.
Raise invoices and
credit notes on bespoke software (specific to franchise arrangement) in
accordance with contract requirements, service delivery or bookings.
Provide a schedule of
invoices and credit notes raised on franchise software to Finance team for
inclusion in charity finance records.
Monitor income received
and allocate accurately against customer ledgers.
Monitor booking
software, update and maintain internal records and correctly allocate income to
appropriate codes and financial periods.
Manage and resolve customer
invoice queries, deferring to commercial team leads or escalating to Finance
Manager when necessary.
Carry out pro-active
credit control, following a process specific and appropriate to each commercial
company. This may include liaising with franchisor and/or the commercial
company lead, statement issue, letter production and phone calls directly to
the customers.
Identify unpaid debt
where credit control has been exhausted, and once authorised, initiate and
prepare cases for legal consideration.
Routinely reconcile
income to alternative source data, for example, contracts and payroll records,
to ensure full and complete income recovery of services delivered.
Support commercial team
leads with any reporting requirements they have to franchisor related to
turnover levels.
Review franchise fees charged
to turnover levels for the appropriate period to ensure charges being levied
are accurate.
Run monthly aged debtor
reports and support with bad debt provision calculations.
Review sales ledger
accounts and ensure allocations are accurate and up to date.
Carry out necessary month end processes and
adjustments as required
Job description
Job responsibilities
The purpose of this role is to ensure all income for our
commercial organisations is appropriately invoiced and collected, and to be the
conduit in terms of ensuring financial data feeding into the Finance team is
accurate and complete. The role will work closely with the lead roles in the
commercial teams as well as the wider Finance Team.
Raise invoices and
credit notes on bespoke software (specific to franchise arrangement) in
accordance with contract requirements, service delivery or bookings.
Provide a schedule of
invoices and credit notes raised on franchise software to Finance team for
inclusion in charity finance records.
Monitor income received
and allocate accurately against customer ledgers.
Monitor booking
software, update and maintain internal records and correctly allocate income to
appropriate codes and financial periods.
Manage and resolve customer
invoice queries, deferring to commercial team leads or escalating to Finance
Manager when necessary.
Carry out pro-active
credit control, following a process specific and appropriate to each commercial
company. This may include liaising with franchisor and/or the commercial
company lead, statement issue, letter production and phone calls directly to
the customers.
Identify unpaid debt
where credit control has been exhausted, and once authorised, initiate and
prepare cases for legal consideration.
Routinely reconcile
income to alternative source data, for example, contracts and payroll records,
to ensure full and complete income recovery of services delivered.
Support commercial team
leads with any reporting requirements they have to franchisor related to
turnover levels.
Review franchise fees charged
to turnover levels for the appropriate period to ensure charges being levied
are accurate.
Run monthly aged debtor
reports and support with bad debt provision calculations.
Review sales ledger
accounts and ensure allocations are accurate and up to date.
Carry out necessary month end processes and
adjustments as required
Person Specification
Experience
Essential
- Previous relatable finance experience.
- Confident with Microsoft Office systems, in particular Excel which will be used extensively in the role.
Desirable
- Sales invoice processing experience.
- Credit control experience.
- Reconciliation experience.
Qualifications
Essential
- Pass level GCSEs including Maths and English
- Professional integrity.
- Positive and enthusiastic.
- Self-motivated.
- Curious and determined.
- Confident and assertive communicator.
- Flexible approach.
- Professional manner.
- Team player.
- Approachable and friendly.
- Problem solver.
Desirable
- AAT finalist or qualified
Skills and Knowledge
Essential
- Intermediate Excel skills.
- Confident IT user as role require regular use of multiple systems.
- Understanding of basic finance and accountancy principles including double entry.
Desirable
- Knowledge and understanding of VAT.
Person Specification
Experience
Essential
- Previous relatable finance experience.
- Confident with Microsoft Office systems, in particular Excel which will be used extensively in the role.
Desirable
- Sales invoice processing experience.
- Credit control experience.
- Reconciliation experience.
Qualifications
Essential
- Pass level GCSEs including Maths and English
- Professional integrity.
- Positive and enthusiastic.
- Self-motivated.
- Curious and determined.
- Confident and assertive communicator.
- Flexible approach.
- Professional manner.
- Team player.
- Approachable and friendly.
- Problem solver.
Desirable
- AAT finalist or qualified
Skills and Knowledge
Essential
- Intermediate Excel skills.
- Confident IT user as role require regular use of multiple systems.
- Understanding of basic finance and accountancy principles including double entry.
Desirable
- Knowledge and understanding of VAT.
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
