Finance Assistant - Financial Accounts

The Mid Yorkshire Teaching NHS Trust

The closing date is 22 September 2024

Job summary

To support a robust finance department that is embedded to a high standard within the Trust. The Financial Services section is responsible for Accounts Payable (AP), Accounts Receivable (AR), Capital Accounting, and Financial Accounting. It also provides finance and accounting services to The Mid Yorkshire Teaching NHS Trust Charitable Fund, a registered charity.

The post holder will provide support across the Accounts Payable and or Accounts Receivable teams within Financial Services Section to meet the requirements of the Trusts business and to provide development opportunities for the post holder. The allocation of work will be at managements discretion and in agreement with the post holder to provide development opportunities.

Main duties of the job

AP Post open and distribute appropriately

Run the reminder letters daily and post out

AP Manually Input invoices onto the financial system scanning invoices to NEP IDR

Post out AR Invoices and credit notes raised

Monitor Cloudtrade and distribute documents appropriately

Monitor the AP Mailbox and distribute documents appropriately

Checking Invoices for Pharmacy Batches

Checking supplier statements

Maintenance of customer and supplier records

Run the Worldpay end of day banking

Maintain the Invoice dashboard of Incomplete Invoices on NEP

Planning and organising own work schedule, with the ability to work independently, to ensure that activities are completed within agreed timescales to deliver an efficient and effective service.

Maintaining an effective working relationship with other individuals (at all levels) of the purchase and sales ledger, financial accounts section, other officers of the Trust and suppliers of goods and services to ensure the delivery of a professional service focused on delivering a high level of customer satisfaction.

Other such duties commensurate with the grade as may be required.

About us

We provide care and support to over a million people in Wakefield and Kirklees in their homes, community settings and across our three hospital sites at Pontefract, Dewsbury and Pinderfields (Wakefield).

Always striving for excellence, we are at the forefront of innovation and research, and we invest in teaching and the development of our workforce.

We live by our values of caring, improving, being respectful and maintaining high standards. We listen and learn because we aim to make Mid Yorkshire the best place to work and receive care.

We value diversity and welcome talent and enthusiasm irrespective of age, disability, neurodivergence, sex, gender identity and gender expression, race or ethnicity, religion or belief, sexual orientation, or other personal circumstances including providing unpaid carers support to someone with a health and care need. As ethnic minority groups, members of the LGBTQ+ community, and people with a disability/neurodivergence are currently under-represented across the organisation, we encourage applications from members of these groups. We have policies and procedures to ensure all applicants are treated fairly and consistently.

We are proud of our staff networks - who offer valuable guidance and feedback from those with lived experience.

We have a clear vision and you could be part of this! If you share our values and you want to make a difference to the lives of our patients and their families and carers, we would love to hear from you.

Date posted

09 September 2024

Pay scheme

Agenda for change

Band

Band 3

Salary

£24,071 to £25,674 a year

Contract

Fixed term

Duration

12 months

Working pattern

Full-time, Flexible working, Home or remote working

Reference number

C9377-CORP0922

Job locations

Stanley Hall - Pinderfields Hospital

Aberford Road

Wakefield

West Yorkshire

WF1 4AL


Job description

Job responsibilities

  • AP Post open and distribute appropriately.
  • Run the reminder letters daily and post out.
  • AP Manually Input invoices onto the financial system scanning invoices to NEP IDR.
  • Post out AR Invoices/Credit notes raised.
  • Monitor Cloudtrade and distribute documents appropriately.
  • Monitor the AP Mailbox and distribute documents appropriately.
  • Checking Invoices for Pharmacy Batches.
  • Checking supplier statements.
  • Maintenance of customer/supplier records.
  • Run the Worldpay end of day banking.
  • Maintain the Invoice dashboard of Incomplete Invoices on NEP.
  • Planning and organising own work schedule, with the ability to workindependently, to ensure that activities are completed within agreed timescales to deliver an efficient and effective service.
  • Maintaining an effective working relationship with other individuals (at all levels) of the purchase/sales ledger, financial accounts section, other officers of the Trust and suppliers of goods and services to ensure the delivery of a professional service focused on delivering a high level of customer satisfaction.
  • Other such duties commensurate with the grade as may be required.

Job description

Job responsibilities

  • AP Post open and distribute appropriately.
  • Run the reminder letters daily and post out.
  • AP Manually Input invoices onto the financial system scanning invoices to NEP IDR.
  • Post out AR Invoices/Credit notes raised.
  • Monitor Cloudtrade and distribute documents appropriately.
  • Monitor the AP Mailbox and distribute documents appropriately.
  • Checking Invoices for Pharmacy Batches.
  • Checking supplier statements.
  • Maintenance of customer/supplier records.
  • Run the Worldpay end of day banking.
  • Maintain the Invoice dashboard of Incomplete Invoices on NEP.
  • Planning and organising own work schedule, with the ability to workindependently, to ensure that activities are completed within agreed timescales to deliver an efficient and effective service.
  • Maintaining an effective working relationship with other individuals (at all levels) of the purchase/sales ledger, financial accounts section, other officers of the Trust and suppliers of goods and services to ensure the delivery of a professional service focused on delivering a high level of customer satisfaction.
  • Other such duties commensurate with the grade as may be required.

Person Specification

Experience

Essential

  • Previous experience in a finance environment.
  • Use of computerised financial systems.
  • Ability to multitask and work to deadlines effectively.

Desirable

  • Previous use of NEP Cloud Financial system.
  • Previous experience of Sales Ledger.
  • Previous experience of Purchase Ledger.
  • Previous experience of lean thinking / methodology.

Skills and Abilities

Essential

  • Advanced keyboard skills.
  • Spreadsheets.
  • Word processing.

Desirable

  • Experience of finance related systems.

Qualifications

Essential

  • 5 GCSE passes or equivalent experience.
  • ECDL or equivalent experience.
  • NVQ level 3 or equivalent experience.

Desirable

  • Pursuing AAT/CCAB qualifications (equivalent of NVQ level 4).

Knowledge & Awareness

Essential

  • Ability to manage own time/workload for routine and non-routine tasks.
  • Ability to work on own initiative, alone or as part of a team.
Person Specification

Experience

Essential

  • Previous experience in a finance environment.
  • Use of computerised financial systems.
  • Ability to multitask and work to deadlines effectively.

Desirable

  • Previous use of NEP Cloud Financial system.
  • Previous experience of Sales Ledger.
  • Previous experience of Purchase Ledger.
  • Previous experience of lean thinking / methodology.

Skills and Abilities

Essential

  • Advanced keyboard skills.
  • Spreadsheets.
  • Word processing.

Desirable

  • Experience of finance related systems.

Qualifications

Essential

  • 5 GCSE passes or equivalent experience.
  • ECDL or equivalent experience.
  • NVQ level 3 or equivalent experience.

Desirable

  • Pursuing AAT/CCAB qualifications (equivalent of NVQ level 4).

Knowledge & Awareness

Essential

  • Ability to manage own time/workload for routine and non-routine tasks.
  • Ability to work on own initiative, alone or as part of a team.

Certificate of Sponsorship

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).

Additional information

Certificate of Sponsorship

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).

Employer details

Employer name

The Mid Yorkshire Teaching NHS Trust

Address

Stanley Hall - Pinderfields Hospital

Aberford Road

Wakefield

West Yorkshire

WF1 4AL


Employer's website

https://www.midyorks.nhs.uk/ (Opens in a new tab)


Employer details

Employer name

The Mid Yorkshire Teaching NHS Trust

Address

Stanley Hall - Pinderfields Hospital

Aberford Road

Wakefield

West Yorkshire

WF1 4AL


Employer's website

https://www.midyorks.nhs.uk/ (Opens in a new tab)


For questions about the job, contact:

Senior Finance Manager

Wasim Chaudhary

wasim.chaudhary1@nhs.net

Date posted

09 September 2024

Pay scheme

Agenda for change

Band

Band 3

Salary

£24,071 to £25,674 a year

Contract

Fixed term

Duration

12 months

Working pattern

Full-time, Flexible working, Home or remote working

Reference number

C9377-CORP0922

Job locations

Stanley Hall - Pinderfields Hospital

Aberford Road

Wakefield

West Yorkshire

WF1 4AL


Supporting documents

Privacy notice

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