Ref. 003 Level 2 Finance Assistant Apprenticeship at Connections2energy Ltd based in Haslingden

Updated: about 1 month ago
Location: Blackburn, ENGLAND

To support the finance manager in day-to-day financial admin tasks including, invoicing, debt collection, purchases and queries

  • To provide administrative support.

  • Keeping the filing systems up to date including scanning and attaching files to the relevant places

  • Answering customers and colleague’s queries

  • Generate and raise invoices across the business

  • Generating sales credit notes

  • Updating various spreadsheets and keeping a record of relevant transactions

  • Reviewing the systems in place and ensuring all are kept up to date

  • Following up on outstanding debt

  • Assisting with the Debt Recovery Management systems

  • Taking over the phone card payments and processing these on the system

  • Helping to manage the VAT Returns

  • Processing and submitting invoices to accounts payable

  • Process routine documentation.

  • Reconcile any discrepancies and errors identified by conversing with colleagues and/or clients

  • Assist the finance manager in collecting data to produce financial reports

  • Provide typing of quotations and letters.

  • Liaise with members of the public, suppliers, businesses and customers.

  • To assist with the preparation and maintenance of statistical information, including performance indicators and the arrangement of learner and employer surveys, as may be required.

  • Operate corporate computer systems including the finance system as required.

  • To undertake any other duties appropriate to the post.

  • To attend staff meetings and training, including work towards the academic elements of the role, as required

  • To work in accordance with set policies and procedures.

  • To respect the confidential nature of the work and protect personal information in accordance with data protection regulations and policies in place.

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