Finance Assistant: Invoicing, Payments & Ledger Support

The Methodist Church in Britain; Preston; On-site; GBP 22,000 - 28,000; Full time

Job summary

Lancashire and South Cumbria Integrated Care Board is seeking a Finance Assistant to support the Finance department with accounts receivable and payables, processing invoices and manual payments, applying coding and running routine credit control.

The role involves setting up provider and supplier accounts, resolving queries with providers, clinical teams and commissioners, and traveling across the system as required to support financial operations.

Qualifications

• Five GCSEs or equivalent at grade C / 4 or above, including English and Mathematics.
• Accounts payable, accounts receivable, invoice processing or financial administration experience.
• Working with financial systems, coding structures, spreadsheets and basic reports.
• Communicating with providers, suppliers and staff to resolve routine queries.
• Routine credit control, debtor monitoring or overdue account queries by phone and email.

Responsibilities

• Process invoices, payment schedules and supporting documents through the financial ledger in line with procedures and timetables.
• Undertake accounts receivable work, including clearing receipts and unallocated cash, reviewing aged debt and carrying out credit control by phone and email.
• Investigate and resolve invoice, supplier, provider and scheduled payment queries; escalate complex cases.
• Receive, validate and process manual payments, including patient claims and medical fees.
• Apply correct financial coding, including general ledger codes and cost centres.
• Set up and amend customer, provider and supplier accounts with audit trails.
• Carry out routine statement reconciliations and investigate variances and outstanding balances.
• Maintain ledger notes and audit trails covering invoices, queries, approvals and follow-ups.
• Chase providers and internal teams for outstanding information to support payment.
• Use spreadsheets and system reports to support invoice validation and payment processing.
• Support month-end and year-end financial timetables.
• Support local finance procedures and continuous improvement.

Skills

Numerical skills

Analytical skills

Communication skills

Teamwork

Education

Five GCSEs including English and Mathematics

Tools

Excel

Word

Outlook

Teams

Oracle / ISFE2

Job description

Lancashire and South Cumbria Integrated Care Board is seeking a Finance Assistant to support the Finance department with accounts receivable and payables, processing invoices and manual payments, applying coding and running routine credit control.

The role involves setting up provider and supplier accounts, resolving queries with providers, clinical teams and commissioners, and traveling across the system as required to support financial operations.