Job summary
37.5 hours per week.
An exciting opportunity has arisen for a proactive and
enthusiastic individual to join our Finance Support Team.
This is a permanent Band 3 Finance Assistant post within a
small, friendly, and supportive team.
The successful candidate will assist with the smooth running
of the Finance Support Team.
This is a good opportunity for development within a finance
role, working across all aspects of accounting.
This role may not be eligible for sponsorship under the Skilled Worker route; please refer to the Direct Gov website for more information with regards to eligibility.
Please note that Livewell may close the job advertisement earlier than the specified deadline if a high number of applications are submitted. Therefore, we recommend you submit your application at the earliest opportunity.
All Livewell staff are expected to be able and willing to work across a 7 day service.
Main duties of the job
Working within the Finance Support Team, you will be
liaising with and providing administrative and financial support to both
finance and non-finance colleagues. Using the organisations finance systems, Oracle and ESR, to interrogate and analyse data.To provide finance support to meet the requirements of Budget Holders and the Management and Financial Accounting teams and to enable accurate reporting of the monthly financial result of each Directorate in-line with closedown timetables.
About us
Livewell Southwest is an independent, award-winning social
enterprise delivering integrated health and social care services across
Plymouth, South Hams, and West Devon, with specialist services in parts of
Devon and Cornwall. Our teams work in community hospitals, GP practices, sports
centres, and health hubs.
As an organisation with a strong social conscience we are guided by our values,kindness, respect, inclusivity, ambition, responsibility, and
collaboration. We focus on transforming services to ensure sustainability, while
empowering staff and those we serve.
We involve the people we care for, along with their families and carers, in
shaping the care they receive, striving to deliver the right care at the right
time and place. Centering our work on individual needs helps people lead
healthy, independent lives.
We prioritise employees' development, offering protected CPD time, training
pathways, leadership programs, and funding for qualifications like the Care
Certificate and Nurse Training Scholarships. Our induction and preceptorship
programs ensure a smooth transition into our organisation.
Livewell Southwest values diversity and encourages applications from all
sections of the community, including those with armed forces experience, lived experience of mental
health, neuro-diverse conditions and learning disabilities. If you need assistance or reasonable adjustments during the
application process, contact the Recruiting Manager listed in the job advert.
Job description
Job responsibilities
5. MAIN DUTIES/RESPONSIBILITIES
- Month end Financial Results: To complete task lists including analysis and interpretation of data as required. Identifies errors and discrepancies and sorts out problems using a range of options.
- Budget and expenditure movements, pay and non-pay: To accurately complete the correction of items identified as being incorrect, producing budget, accrual and permanent journals as required.
- Balance sheet reconciliations: balance and reconcile simple control accounts.
- Ensure that income and expenditure items are correctly coded to budgets. Produce any required analysis.
- Invoicing: Ensure that income is invoiced in a timely and accurate manner and Credit notes are correctly raised.
- Accounts Payable: Ensure all non-purchase order invoices are directed to the relevant budget holder for coding and approval and that credit notes are chased in a timely manner.
- Accounts Payable: Answer supplier and budget holder queries on invoices.
- Budget Holder and Trust Fund Manager queries: answer queries but refer to line manager for advice when required. Ensure all queries are responded to efficiently and effectively.
5.1 Responsibility for People Management
- Working on site in a cashier office on a rotational basis. Reimbursing departments for their use of petty cash, handling and banking cash and cheques. Receipting spends onto the finance systems and reconciling at year end.
- Work proactively to support the team
- Provide support to junior staff where appropriate
5.2 Responsibility for financial and physical resources
- Input financial data into computerised and paper databases/systems. Creates and updates financial spreadsheets.
5.3 Responsibility for administration
- Take part in any appropriate departmental training and demonstrate own activities to new starters or less experienced staff. Provides induction training for trainees or new members of staff.
- Ability to work on own initiative, prioritising work within defined policies and procedures to set time scales.
5.4 Responsibility for people who use our services
- Support operational staff to access information
5.5 Responsibility for policy or service developments
- Ensure all departmental policies and procedures are adhered to.
- Be proactive and contribute ideas for the improvement in the way the service is delivered
- Be compliant with the Data Protection and record management polices and procedures with particular reference to confidentiality
Job description
Job responsibilities
5. MAIN DUTIES/RESPONSIBILITIES
- Month end Financial Results: To complete task lists including analysis and interpretation of data as required. Identifies errors and discrepancies and sorts out problems using a range of options.
- Budget and expenditure movements, pay and non-pay: To accurately complete the correction of items identified as being incorrect, producing budget, accrual and permanent journals as required.
- Balance sheet reconciliations: balance and reconcile simple control accounts.
- Ensure that income and expenditure items are correctly coded to budgets. Produce any required analysis.
- Invoicing: Ensure that income is invoiced in a timely and accurate manner and Credit notes are correctly raised.
- Accounts Payable: Ensure all non-purchase order invoices are directed to the relevant budget holder for coding and approval and that credit notes are chased in a timely manner.
- Accounts Payable: Answer supplier and budget holder queries on invoices.
- Budget Holder and Trust Fund Manager queries: answer queries but refer to line manager for advice when required. Ensure all queries are responded to efficiently and effectively.
5.1 Responsibility for People Management
- Working on site in a cashier office on a rotational basis. Reimbursing departments for their use of petty cash, handling and banking cash and cheques. Receipting spends onto the finance systems and reconciling at year end.
- Work proactively to support the team
- Provide support to junior staff where appropriate
5.2 Responsibility for financial and physical resources
- Input financial data into computerised and paper databases/systems. Creates and updates financial spreadsheets.
5.3 Responsibility for administration
- Take part in any appropriate departmental training and demonstrate own activities to new starters or less experienced staff. Provides induction training for trainees or new members of staff.
- Ability to work on own initiative, prioritising work within defined policies and procedures to set time scales.
5.4 Responsibility for people who use our services
- Support operational staff to access information
5.5 Responsibility for policy or service developments
- Ensure all departmental policies and procedures are adhered to.
- Be proactive and contribute ideas for the improvement in the way the service is delivered
- Be compliant with the Data Protection and record management polices and procedures with particular reference to confidentiality
Person Specification
Experience
Essential
- Previous demonstrable finance experience and use of computerised data systems
- Working knowledge of Microsoft Office including Word and Excel.
- Experience of working as part of a team.
Desirable
- Experience in working in public sector (NHS) finance
Knowledge
Essential
- Proven finance knowledge and demonstratable experience.
- High level of numeracy and good analytical skills, with a prove ability to represent financial information. Capable of constructing and delivering clear financial information to staff and external stakeholders.
- Advanced keyboard user, inputting and manipulating financial data into databases and spreadsheets.
- Ability to deal with confidential information
- Awareness of the Organisations priorities and how they impact on their role
Desirable
- Knowledge of a range of financial areas such reconciliation of accounts or ledgers and coding structures.
- Proficient in using Oracle accounting software
- Analytical ability to carry out financial calculations and analysis
Skills
Essential
- Ability to use initiative organising own workload to set deadlines within the scope of role
- Organised, efficient and accurate
- Flexible and adaptable willing to learn new skills
- Able to analyse problems and initiate appropriate solutions effectively
- Ability to work as part of a team
- Good interpersonal skills and ability to communicate effectively.
- Confident in dealing with phone queries
- Ability to work under pressure in a busy working environment and to deadlines.
Qualifications
Essential
- 5x GCSE Grade C or above or equivalent, including Mathematics and English Language.
- NVQ level 3, Association of Accounting Technicians (AAT) Intermediate Level or equivalent
Desirable
- A Levels or equivalent
- Willingness to further studies
Person Specification
Experience
Essential
- Previous demonstrable finance experience and use of computerised data systems
- Working knowledge of Microsoft Office including Word and Excel.
- Experience of working as part of a team.
Desirable
- Experience in working in public sector (NHS) finance
Knowledge
Essential
- Proven finance knowledge and demonstratable experience.
- High level of numeracy and good analytical skills, with a prove ability to represent financial information. Capable of constructing and delivering clear financial information to staff and external stakeholders.
- Advanced keyboard user, inputting and manipulating financial data into databases and spreadsheets.
- Ability to deal with confidential information
- Awareness of the Organisations priorities and how they impact on their role
Desirable
- Knowledge of a range of financial areas such reconciliation of accounts or ledgers and coding structures.
- Proficient in using Oracle accounting software
- Analytical ability to carry out financial calculations and analysis
Skills
Essential
- Ability to use initiative organising own workload to set deadlines within the scope of role
- Organised, efficient and accurate
- Flexible and adaptable willing to learn new skills
- Able to analyse problems and initiate appropriate solutions effectively
- Ability to work as part of a team
- Good interpersonal skills and ability to communicate effectively.
- Confident in dealing with phone queries
- Ability to work under pressure in a busy working environment and to deadlines.
Qualifications
Essential
- 5x GCSE Grade C or above or equivalent, including Mathematics and English Language.
- NVQ level 3, Association of Accounting Technicians (AAT) Intermediate Level or equivalent
Desirable
- A Levels or equivalent
- Willingness to further studies
Additional information
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
