Apprentice Finance Assistant
Providing support for key activities managed by the central finance transactional team
Operating relevant ICT and finance packages, including PSF, to manage financial transactions
Supporting the Finance Team in processing transactions in line with the Trust’s Scheme of Financial Delegation and financial procedures, ensuring approval for transactions has been documented
Maintaining and updating financial information in the finance system to process purchase orders (POs)
Matching invoices to purchase orders, identifying any discrepancies, and taking follow-up action, seeking guidance and support from the Finance Team
Inputting invoice details on PSF in preparation for payment, ensuring they have been appropriately matched to a PO and/or approved
Processing procurement card orders
Processing sales invoices as requested
Posting other ad-hoc income to the PSF
Ensuring accurate accounting records are kept for all transactions
Maintaining and updating financial records
Developing knowledge of routine financial procedures, the financial scheme of delegation, and financial regulations to ensure compliance with all transactions
Providing reports and statistics, retrieving and collating information to a high standard
Supporting the transactional team in preparation for month-end processes in line with the financial reporting timetable
Independently responding to routine correspondence, seeking support with more complex queries as appropriate
Supporting the Finance Team with other projects and activities as required
Successfully completing study and assignments in line with deadlines set by the apprenticeship provider to achieve the AAT qualification
Training:
Assistant Accountant Level 3.
Training Outcome:
Finance Assistant or Finance Officer, depending on qualification and skills.
Employer Description:
Epworth Education Trust is a growing academy trust with currently 10 primary schools. At Epworth Education Trust we are proud of our family atmosphere, and we strive not only to provide the highest quality of education, but also help our pupils become happy, successful and well-rounded individuals. We want them to have the best start in life and we are here to help them to acquire the skills, knowledge, understanding and ambition to prepare them for life beyond the classroom ensuring that all our children achieve the very best that they can.
Working Hours :
Monday - Thursday 9am - 5pm, Friday 9am - 4pm
Skills:
Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative