About us:
Inclusion Group is looking to recruit a Finance Officer – Accounts Receivable to join the finance team at their head office in York. This is a great opportunity to work for an award-winning, dynamic and growing, not for profit group of companies. Inclusion are a group of companies developing , providing and funding health and social care housing for vulnerable adults across the UK. We are looking to recruit a highly organized , experienced and proven individual to fulfil the role of Finance Officer. The ideal candidate will thrive in a fast paced , supportive organization and enjoy seeing how their role contributes to the provision of supported housing.
What we can offer:
· 25 days annual leave, rising by 1 day for each year served to the maximum of 30 plus Bank Holidays.
· 7.5% Employer matched, contributory pension
· Life Cover – Three times salary
· Free onsite parking
· Study Support is available
· Salary: circa. £25,000
Key Relationships
· External: Business partners, Auditors, the Homes & Communities Agency, health commissioners, housing providers and Local Housing Benefit offices in the regions.
· Internal: Finance Director and Finance colleagues,wider Inclusion Group staff team, residents, and the community.
Job Purpose - To support the Finance Manager to ensure that for all Group Companies:
· Revenue due to Inclusion Group Companies is maximised in line with agreed policies, processes, standards, and targets.
· All commitments are duly paid in line with agreed policies, processes, standards, and targets.
· All financial transactions are recorded accurately, and the production of financial statements takes place within agreed timescales.
· That excellent performance management and a customer service excellence approach are promoted across the company.
In return, the applicant will have the opportunity to gain experience across various finance functions to support the completion of a CIMA/ACCA/AAT qualification.
Specific Duties although not limited to in accordance with Inclusion Group Companies’ policies and procedures:
Treasury function, for all Group Companies, carried out alongside other team members on a monthly/weekly rota basis:
· Post cash transactions to the ledgers including housing benefit postings by tenant and supplier direct debit payments.
· To ensure overpayments and refunds are paid in a timely manner.
· To assist the team to track housing benefit arrears.
Sales Ledger, for all Group Companies, carried out alongside other team members on a monthly rota basis:
· Accurately and promptly generate weekly and monthly Sales Invoices in order to maximise income due to Inclusion Group Companies
· Provide detailed reconciliations and back-up for invoicing purposes.
· Raise credit notes as requested on a weekly basis.
· To support the Finance Manager to manage and oversee the revenue accounts.
Rents Ledger, for all Group Companies, carried out alongside other team members on a monthly/weekly rota basis:
· To reconcile the tenant rent accounts weekly ensuring the accurate reflection of amounts owed in rent & memo accounts analysis.
· Assist with Scanning HB notifications and attaching them to the tenant diary.
· Assist with processing rent account adjustments & write offs on a weekly basis.
· To assist the Operational teams to ensure timely and effective arrears actions.
· To setup direct debits for new tenants and process the weekly direct debit collection
· To complete account reconciliations within the rent ledgers
· To update the tenant accounts with relevant HB details as awarded
· Process refunds due to tenants and overpayments on a weekly basis.
· To conduct weekly financial systems procedures
Purchase Ledger
· Supporting the Purchase Ledger team in times of high work loads & holidays
Mail Inboxes: carried out alongside other team members:
· Assist with the management of departmental e-mail inboxes ensuring queries are passed onto the correct members of staff and where appropriate, responded to in a timely manner.
Health and Safety
To work within Inclusion’s Health and Safety policies and procedures.
Customer Service
· Provide a customer-focused service ensuring service delivery is consistent with target response times.
· Ensure that all business partners, tenants and residents contacting Inclusion on revenue or associated housing management issues receive an efficient response to their enquiry.
· Performance Management & Data Analysis
· Assist in developing and running new reports and update existing ones in a variety of formats and software.
· To help colleagues use reports and to develop and monitor performance targets.
Other duties
· Manage personal workload and responding to changing priorities and personal objectives.
· A team player who can assist Finance team colleagues when there are pressing priorities.
· Occasionally attend meetings some of which may be away from the office.
· Implement and promote Inclusion’s Equality & Diversity Policy and Health & Safety Policy and related procedures.
· Any other related duties as assigned by the Finance Manager that are commensurate with the general level of responsibility of this post.
· To comply with Terms and Conditions of service.
· To comply with the Company Financial Regulations.
· To undertake such other tasks, as may be reasonably requested, by the Finance Manager.
Key responsibilities:
· To work as part of the finance team delivering a customer services response to tenants, colleagues, partner agencies and other stakeholders.
· To provide system management and support across all areas of the business.
· To ensure all company systems and records are maintained and up to date
· To provide support to the Finance Manager in the delivery of financial services to internal and external customers.
· Assist the Finance Manager in implementing change and improvements to systems and working practices by providing peer support and guidance to the team and being a champion for change.
· Any other duties required in line with the role and level
Person Specification
1. Experience of working in a finance role would be desirable
2. Evidence of training and continuing professional development
3. Experience of using MS Reporting Services
4. Experience of producing performance data
5. Excellent numeracy
6. Excellent IT skills, particularly in Excel
7. Ability to analyse and understand complex problems and information and help develop appropriate solutions that command support
8. Able to communicate effectively (verbally and in writing) to a range of audiences and influence them (including summarising complex issues simply)
9. Able to plan, organise and prioritise own workload to meet deadlines and targets
Skills and Abilities:
· Acts with integrity, is accountable and actively promotes and supports the vision and values of the organisation.
· Excellent communication and interpersonal skills, with an approachable and engaging style.
· A willingness to occasionally attend resident and other meetings outside normal office hours and away from normal place of work.
· Commitment to providing a high-quality service to colleagues, external clients, tenants and residents
· Understanding of and commitment to Equal Opportunities and Diversity
· Commitment to social housing
Qualifications
- Education to a GCSE/ A’ Level or Equivalent
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships
Job Type: Full-time
Pay: £25,000.00 per year
Work Location: In person
