Financial Services Coordinator

4 weeks ago

Manchester, United Kingdom The Christie NHS FT Full time

Position Overview

The Christie NHS Foundation Trust is looking to enhance its financial operations team by appointing a dedicated and proactive individual to the position of Financial Services Coordinator within the Finance Directorate.

The Finance Directorate is committed to fostering professional growth and development within the team, as well as across the organization and in external partnerships. We have established a robust finance education framework and hold Towards Excellence Level 3 accreditation. Our team is an active participant in the FSD Network, Future Focused Finance, and the Towards Excellence initiative.

The successful candidate will possess meticulous attention to detail and the capability to operate independently.

Key Responsibilities

Primary Duties

Accounts Payable

  1. Process and reconcile supplier invoices and credit notes through the financial ledger system, adhering to organizational guidelines, including the application of discounts or commissions and ensuring compliance with value-added tax (VAT) regulations.
  2. Address discrepancies in supplier invoices, escalating issues to management as necessary.
  3. Regularly reconcile supplier statements to resolve issues and prevent accounts from being placed on hold or receiving credit balances.

Accounts Receivable

  1. Support credit control functions, including the generation of invoices and credit notes, ensuring timely resolution of queries.
  2. Act as a point of contact for clients and staff regarding any invoice-related inquiries.

Cash Management

  1. Assist with cash management tasks related to all bank accounts, ensuring any discrepancies are investigated and reported to the Assistant Financial Services Manager.
  2. Help reconcile control accounts in accordance with the organization's timetable, investigating and resolving discrepancies as needed.
  3. Contribute to the preparation of payment schedules for external transactions and ensure appropriate remittances are communicated.
  4. Support the processing of manual payments using the designated banking system, ensuring adherence to organizational procedures.

Staff Travel Coordination

  1. Assist the staff travel coordinator with arrangements for hotel, rail, and flight bookings.

Additional Responsibilities

  1. Help manage various finance-related inboxes, directing queries to the appropriate team members and addressing inquiries when possible.
  2. Document procedural notes for all tasks and ensure they are reviewed annually.
  3. Provide administrative support to the financial services team, including adherence to month-end procedures and covering for team members during absences.

Qualifications

Essential

  • NVQ Level 3 or equivalent qualification or relevant experience.
  • A comprehensive secondary education (5 GCSEs or equivalent).
  • ECDL or equivalent experience.

Desirable

  • Willingness to pursue development opportunities through internal and external resources.
  • Actively studying for an AAT/CCAB/CIMA qualification.

Experience

Essential

  • Experience in a dynamic financial accounting environment.
  • Familiarity with computerized financial systems.

Desirable

  • Ability to prioritize and manage multiple tasks.
  • Experience in an administrative or finance setting.
  • Ability to work under deadlines.

Skills

Essential

  • Strong written and verbal communication skills, both in person and over the phone.
  • Numerical proficiency.
  • Excellent customer service skills.
  • Strong organizational and time management abilities.
  • Capability to work independently as well as collaboratively within a team.

Desirable

  • Aptitude for utilizing software packages to address challenges.
  • Current knowledge of relevant VAT regulations.

Knowledge

Essential

  • Proficient in Microsoft Office applications, particularly Excel.

Desirable

  • Experience with accounting software packages.

Other Attributes

Essential

  • Enthusiastic and self-assured.
  • Ability to take initiative.
  • Interest in personal and professional development.
  • Professional demeanor at all times.

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