Apprentice Finance Assistant

Epworth Education Trust; Greater Manchester; On-site; GBP 25,000 - 30,000; Full time

Job summary

A growing academy trust in Greater Manchester is seeking a Finance Assistant or Finance Officer to support financial operations and ensure accurate transaction management. Responsibilities include processing purchase orders, maintaining financial records, and preparing for monthly processes. AAT qualification is desired. This position offers a collaborative environment and a supportive team.

Qualifications

• Experience in managing financial transactions.
• Knowledge of ICT and finance packages.

Responsibilities

• Provide support for key finance activities.
• Process purchase orders and invoices.
• Maintain accurate financial records.

Education

AAT qualification

Tools

PSF

Job 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 to 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 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.

Position: Finance Assistant or Finance Officer, depending on qualification and skills.

Key Responsibilities:

1. Providing support for key activities managed by the central finance transactional team.
2. Operating relevant ICT and finance packages, including PSF, to manage financial transactions.
3. 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.
4. Maintaining and updating financial information in the finance system to process purchase orders (POs).
5. Matching invoices to purchase orders, identifying discrepancies, and taking follow-up action, seeking guidance from the Finance Team.
6. Inputting invoice details on PSF in preparation for payment, ensuring they are appropriately matched to a PO and/or approved.
7. Processing procurement card orders.
8. Processing sales invoices as requested.
9. Posting other ad-hoc income to the PSF.
10. Ensuring accurate accounting records are kept for all transactions.
11. Maintaining and updating financial records.
12. Developing knowledge of routine financial procedures, the financial scheme of delegation, and financial regulations to ensure compliance.
13. Providing reports and statistics, retrieving and collating information to a high standard.
14. Supporting the transactional team in preparation for month-end processes.
15. Responding independently to routine correspondence, seeking support for complex queries.
16. Supporting the Finance Team with other projects and activities as required.
17. Completing study and assignments to achieve the AAT qualification, in line with deadlines set by the apprenticeship provider.

Position Title: Assistant Accountant Level 3

Working Hours: Monday - Thursday 9am - 5pm, Friday 9am - 4pm

Reference: LNKD1_UKTJ