Job summary We are seeking a highly motivated and diligent Finance Officer to join our Finance team at our Head Office in Carlisle. The Finance Officer will support the effective running of the Finance Department by performing key duties, including managing the sales and purchase ledger, conducting bank reconciliations, and assisting with ad hoc accounting tasks and administrative work. This is a full-time role, 37.5 hours per week, Monday to Friday. Due to anticipated interest in the role, the vacancy will only be open for one week. To avoid disappointment, please apply as soon as possible. CLOSING DATE: 03 NOVEMBER 2024 Main duties of the job To support the effective running of the Finance department in delivering its key core duties covering sales and purchase ledger, financial control, administration and treasury management. As knowledge and confidence develop, this role will act as a key and proactive member of the Finance Team to enable capacity to be flexed to meet the peaks in workload across the department. You will hold 5 GCSEs with a minimum grade 4 (or equivalent) including Maths and English and have either experience within a finance department or equivalent experience. An AAT qualification, or part qualification is desireable. You will possess good organisational, time management and communication skills, as well as being proficient in the use of Microsoft Office, particularly Microsoft Excel. About us Cumbria Health places the patient, their family and their community at the heart of everything we do. We are an award-winning organisation, the first out-of-hours organisation in the country to be rated as outstanding by the Care Quality Commission (CQC). We provide primary health care services, both in and out of hours, across Cumbria. We are values-driven and place great emphasis on inclusivity and the wellbeing and development of our staff, while striving to provide a consistently high-quality service. Our service is designed to improve health and wellbeing. Working for Cumbria Health can offer flexible opportunities in terms of location, hours and working patterns so you can enjoy a great work life balance. In order to provide the best patient care we understand the importance of ensuring staff satisfaction and are consistently trying to ensure we offer our staff a positive working environment whether that be though training or social events. Listen to your heart. Have the work life balance you'd love. Date posted 28 October 2024 Pay scheme Other Salary £25,750 to £27,810 a year Contract Permanent Working pattern Full-time Reference number B0554-24-0159 Job locations Cumbria Health 4 Wavell Drive Rosehill Industrial Estate Carlisle CA12SE Job description Job responsibilities This list of duties and responsibilities, which follows, represents the broad range of tasks, which may be required to be undertaken either routinely or periodically. This list is not exhaustive and the role may include additional duties, which are not listed here. The types of finance activities you will be supported to learn and get involved in:- Purchase ledger day-to-day completion of purchase ledger tasks, including the coding and processing of invoices. Liaising with budget holders to ensure only authorised purchases of goods and services are paid for, in accordance with Standing Financial Instructions and correctly coded for VAT returns. Raise sales ledger invoices. Receipting of income. Assist with the completion of reconciliations, maintenance of the ledger and correction of miscodings to ensure reporting is accurate. Learning how to produce monthly management information, making use of CHoCs financial systems. Post accounting journals to correctly reflect the financial position of differing parts of the organisation and support the delivery of a completed set of draft budget reports to review each month. Support the Payroll and Finance Officer with administration of general payroll tasks as necessary, during monthly payroll. You will be supported to plan, organise and manage your time effectively, on a day-to-day basis, whilst working as part of a team. Job description Job responsibilities This list of duties and responsibilities, which follows, represents the broad range of tasks, which may be required to be undertaken either routinely or periodically. This list is not exhaustive and the role may include additional duties, which are not listed here. The types of finance activities you will be supported to learn and get involved in:- Purchase ledger day-to-day completion of purchase ledger tasks, including the coding and processing of invoices. Liaising with budget holders to ensure only authorised purchases of goods and services are paid for, in accordance with Standing Financial Instructions and correctly coded for VAT returns. Raise sales ledger invoices. Receipting of income. Assist with the completion of reconciliations, maintenance of the ledger and correction of miscodings to ensure reporting is accurate. Learning how to produce monthly management information, making use of CHoCs financial systems. Post accounting journals to correctly reflect the financial position of differing parts of the organisation and support the delivery of a completed set of draft budget reports to review each month. Support the Payroll and Finance Officer with administration of general payroll tasks as necessary, during monthly payroll. You will be supported to plan, organise and manage your time effectively, on a day-to-day basis, whilst working as part of a team. Person Specification Other requirements Essential Well organised Ability to build rapport and effective relationships at all levels Demonstrate initiative Qualifications and Experience Essential 5 GCSEs (grades 9 - 5 / A- C) or equivalent this must include Maths and English. Experience in a finance department or finance qualification. Desirable Successful study at Level 3, A Level or equivalent. AAT qualified or similar finance qualification. Knowledge, Skills and Aptitudes Essential Experience of Microsoft Office, specifically Excel Problem solving and analytical skills Desire/interest to work in the accounting and finance field Numerate A Commitment to self-development and seek opportunities for further development and enhancement of skillset. Time Management be able to plan and manage own day-to-day/straightforward tasks and adhere to deadlines. Customer Focused builds and manages relationships and exceeds patient and stakeholder expectations. Team worker recognises the value of other team members in enhancing overall performance of the finance function. Good communicator communicates in a clear and concise manner and checks that communicated messages have been received and understood. Attention to detail maintains a high level of quality and timely completion of tasks with excellent attention to detail. Desirable NHS Experience or knowledge of the NHS and Primary Care. Experience in a finance department Experience using Sage Personal Circumstances Essential Self-motivated, enthusiastic and willing to learn Able to adapt to fluctuations in workload Hard working, reliable and resourceful Enthusiastic and self-motivated Flexible to meet the needs of the post Respect confidentiality of information Able to prioritise workload effectively Demonstrate good attention to detail Excellent team player whilst being confident to work autonomously in time. Ability to communicate effectively with staff at all levels Desirable Advanced Microsoft Office skills Person Specification Other requirements Essential Well organised Ability to build rapport and effective relationships at all levels Demonstrate initiative Qualifications and Experience Essential 5 GCSEs (grades 9 - 5 / A- C) or equivalent this must include Maths and English. Experience in a finance department or finance qualification. Desirable Successful study at Level 3, A Level or equivalent. AAT qualified or similar finance qualification. Knowledge, Skills and Aptitudes Essential Experience of Microsoft Office, specifically Excel Problem solving and analytical skills Desire/interest to work in the accounting and finance field Numerate A Commitment to self-development and seek opportunities for further development and enhancement of skillset. Time Management be able to plan and manage own day-to-day/straightforward tasks and adhere to deadlines. Customer Focused builds and manages relationships and exceeds patient and stakeholder expectations. Team worker recognises the value of other team members in enhancing overall performance of the finance function. Good communicator communicates in a clear and concise manner and checks that communicated messages have been received and understood. Attention to detail maintains a high level of quality and timely completion of tasks with excellent attention to detail. Desirable NHS Experience or knowledge of the NHS and Primary Care. Experience in a finance department Experience using Sage Personal Circumstances Essential Self-motivated, enthusiastic and willing to learn Able to adapt to fluctuations in workload Hard working, reliable and resourceful Enthusiastic and self-motivated Flexible to meet the needs of the post Respect confidentiality of information Able to prioritise workload effectively Demonstrate good attention to detail Excellent team player whilst being confident to work autonomously in time. Ability to communicate effectively with staff at all levels Desirable Advanced Microsoft Office skills Disclosure and Barring Service Check This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions. Employer details Employer name Cumbria Health Address Cumbria Health 4 Wavell Drive Rosehill Industrial Estate Carlisle CA12SE Employer's website https://www.chocltd.co.uk/ (Opens in a new tab)