Purpose/Main Functions of Position:
Maintain accurate sales and purchase ledger records as per as JCA accounting standards and timetable.
Assist in maintaining the treasury operations maintaining standards and escalating where appropriate.
Process timesheets, and weekly expenses and maintain JCA expenses policy.
Collaborate with the rest of finance team by providing help and coverage during the busy month end.
Strategy & Objectives
Understand the JCA strategic and departmental/divisional plans and how my objectives relate to these.
Attend and contribute to arranged reviews and updates for department/division and JCA strategic plan and my personal objectives.
Deliver to my agreed personal objectives.
Achieve AAT qualification.
Key responsibilities
Assist with Financial Record Keeping:
- Support the accounting team in maintaining accurate financial records.
- Assist in the preparation and processing of invoices, receipts, and payments.
Reconciliation Tasks:
- Help in reconciling bank statements and financial discrepancies.
- Assist with monthly and annual financial reports.
Data Entry and Management:
- Accurately enter financial data into accounting software.
- Ensure data integrity and confidentiality at all times.
Learning and Development:
- Participate in on-the-job training and formal educational sessions.
- Stay updated with accounting standards and best practices.
Support Administrative Tasks:
- Assist with filing, copying, and organizing financial documents.
- Provide general administrative support to the finance team as needed.
Administration Management
Understanding of all business systems and identifying where training needs are required.
Knowledge of administrative processes, procedures and systems such as but not limited to Microsoft Office 365, Microsoft Dynamics 365.
Learning and Development
Apprentice will work towards a Level 3 apprenticeship and AAT qualification. The Company will support the apprentice by providing additional paid leave for exams. The Company will, as necessary, facilitate formal training and provide mentoring to enable you to conduct duties as laid out in this job description. Training on statutory topics will be at a level relevant to the role and at frequencies required to keep abreast of current obligations.
Other Roles and Responsibilities
In addition to the duties and responsibilities listed, the jobholder is required to carry out such other duties as may be required and as may be assigned from time to time.
Key performance indicator types specific for this role
The KPI’s associated with this role are as follows:
- Financial Performance
- Contract Service Delivery Performance
- Customer Feedback