Forecasting and budgets
Contribute to the creation of financial statements, reports, and budgets
Perform financial forecasting activities and effectively manage finance systems and software
Create and share monthly management reports
Developing and implementing business plans to improve cost-efficiency
Assist in reviewing monthly budget reports
Invoicing and income recovery
Create quotes/invoices/credit notes and accurately maintain finance information and processes
Assist in monthly billing and other month end tasks
Raise rechargeable invoices on Xero and supplier invoicing systems
Perform weekly statement runs for all suppliers
Streamline and oversee invoicing processes for enhanced efficiency
Proactively pursue invoice payments to ensure all invoices are paid on time
Proactively pursue all overdue debts, with a dedicated daily approach and escalate overdue invoices to the Managing Director
Execute and accurately record financial transactions in a punctual manner
Cost control and reconciliation
Reconcile bank statements, ensuring precision in financial data.
Handle tasks related to accounts payable, accounts receivable, and credit control
Prepare tax documents and facilitate filing processes
Assist in financial audits and contribute to compliance efforts
Deal with all incoming and outgoing financial queries
Provide general administrative support to the finance department
Collaborate with colleagues to enhance financial processes and systems
Build excellent relationships with our clients and suppliers
Update company information as required on company CRMs and supplier CRMs
Training:You will undertake the “Assistant Accountant” Apprenticeship (an Advanced Apprenticeship in Accounting), with full support from Accountancy Learning as part of their Flexible Apprenticeship Programme.
Assessment will be by an “End Point Assessment” and will be graded “Pass” or “Distinction”. This will include two elements:
A Professional Discussion. This will include a series of questions allowing you to to display the knowledge and experience you have obtained over your apprenticeship. You will build a Portfolio of reflections and product evidence that will be used for discussion points in the PD
A Synoptic Exam. This will include elements you have learnt throughout your studies of the individual AAT Units, and this will contribute towards your end grade
You will be prepared for both of these elements by undertaking studies for the AAT (Level 3) Advanced Diploma in Accounting. This will underpin both elements of your “end point assessment”. It is anticipated that your apprenticeship duration will be for 15-18 months. Those with no prior accounting knowledge might be required to first complete their Level 2 Accounts/Finance Assistant Apprenticeship.
You will receive support from both the employer, and the training provider, to complete and achieve your Apprenticeship and will be given time to study during the week on a day release basis. As you are working towards a professional qualification, it is also expected that you will continue your studies outside of normal office hours.
As you learn more in both the office and in your studies your responsibilities, and the variety of tasks you undertake, are expected to increase.
Those with previous relevant qualifications and experience may be considered for a Higher Apprenticeship undertaking the Professional Accounting Technician Standard.Training Outcome:There is a strong progression path for a successful apprenticeship to go on and complete a level 4 apprenticeship afterwards along with continuous development and chances to increase duties and responsibilities within their role.Employer Description:Empro Business Group are a boutique consultancy group
Focused on providing consultancy, recruitment, and
technology solutions to the built environment sector.Working Hours :Monday - Thursday 8am -5pm
Friday 8am - 3pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...