FINANCE ASSISTANT Salary circa 25,000 pro rata Part time 30 hours, flexible working

Transcription

1 FINANCE ASSISTANT Salary circa 25,000 pro rata Part time 30 hours, flexible working Stratford Town Trust is a grant giving charity that supports the community by distributing funds to groups and individuals based in the town. During the past 11 years we have awarded grants worth over 11 million. We are now looking to recruit a highly motivated and committed Finance Assistant, who is at least part qualified AAT, ACCA or CIMA. You will have experience of sage 50, excel and working as part of a finance team. This is a fantastic opportunity to join an important local charity. If you have strong interpersonal skills, and possess the ability to think both logically and in an organised manner, we would love to hear from you. To download an application form visit our website: Or admin@stratfordtowntrust.co.uk Closing date: 12 noon, 30 January 2015 Interviews: 10 February at our offices. Stratford upon Avon Town Trust is a registered charity (number ) and a company limited by guarantee, registered in England and Wales no

2 Please complete and return with your CV to: Stratford upon Avon Town Trust 14 Rother Street Stratford upon Avon CV37 6LU Tel: E: Notes: (i) Please complete this form in black ink or typescript so that it can be photocopied clearly. (ii) Please note that at interview you will be required to produce a document to establish your right to be employed within the UK. (iii) Where candidates cannot access information in the usual format please contact the Trust and request that alternative arrangements are made (e.g., translation/audio access/large print). (iv) Where an applicant has any cause for concern about the appointment process they should write to the Chief Executive within one month of the appointment being made. POST APPLIED FOR: FINANCE ASSISTANT STRICTLY CONFIDENTIAL Personal Details Surname (block capitals) Preferred Form of Address Mr/Mrs/Miss/ Ms* Forenames Address Home Telephone Mobile Telephone Do you have the use of a car? Yes/No* Do you currently hold a valid driving licence? Yes/No* * please delete as appropriate

3 Post Applied for: FINANCE ASSISTANT 1. Present/Most Recent Position Name and Address of current or most recent employer Post Title Current Salary Date Appointed Period of Notice Required Please outline your main duties and responsibilities Please describe any other areas of experience relevant to the post

4 2. Previous Experience (If necessary, please continue on a separate sheet and attach it to this form) Please complete in chronological order (i.e. your earliest job first) Name & Address of Employer Main Duties & Responsibilities Dates of Appointments (From/To) 3. Education/Training Please give details of your qualifications gained in secondary, further/higher education Date Nature/Level of Qualification School/College/Awarding Institution

5 Please give details of other relevant training/development undertaken, including membership of professional bodies Date Nature of Training Organising Body 4. Additional Information Please give your reasons for making this application relating your qualifications, experience and personal attributes to the position for which you are applying. Please take note of the particular requirements of this post which are included in the person specification provided. If necessary, please continue on a separate sheet and attach it to this form

6 5. Referees Please give the names and full addresses of two persons from whom a reference can be made, including your present or most recent employer. Nature of Reference: Nature of Reference: Immediate supervisor/personal/character Immediate Supervisor/Personal/Character (Please delete as appropriate) (Please delete as appropriate) Name Address Name Address Telephone Number Telephone Number References will be obtained on all shortlisted candidates unless you specifically indicate otherwise To the best of my knowledge, the information given on this form is correct. I understand that canvassing or giving false information will disqualify my application, or if discovered after appointment, may be regarded as grounds for dismissal. Signed..... Date. DATA PROTECTION If you apply for a post and complete an Application for Employment or provide to us any other information that we request, either before or during an interview, by telephone conversation, contact or other means, we will only process this information to the extent that we need so as to assess your application and suitability for employment with us. This would include any medical information that you provided either directly or via your GP after a conditional offer of employment had been made to you. If your application is unsuccessful or you choose not to accept any offer of employment we make, we will keep all of your personal information in a safe place for six months after which time it will be destroyed and erased from our files. If you become an employee whether temporary or permanent we shall keep the information and it will form part of your employment file and we will be entitled to process it for all purposes in connection with your employment. I hereby give consent to the processing as set out in the above. Signed Date Stratford-upon-Avon Town Trust is a registered charity (no ) and a company limited by guarantee, registered in England and Wales no It is also the Trustee of the Guild Estate Charity (no ) and the College Estate Charity (no )

7 Finance Assistant Person Specification QUALIFICATIONS Minimum academic to GCE A Level or equivalent Vocational or technical qualification relevant to the position (AAT/ACCA/CIMA) EPERIENCE Experience of using Sage 50 (or similar finance package) in previous roles Experience of using Excel, Word and Outlook in previous roles Experience of working in a Finance Team in a Not for Profit / Charitable environment Working to deadlines Working within a small team Working with a diverse group of Trustees SKILLS AND ABILITIES Good internal and external communication skills Good organisational and time management skills Competence in the use of IT Well-developed interpersonal skills - able to interact well with all individuals Ability to build and maintain relationships Commitment to equality of opportunity Well developed sense of fairness and personal integrity Self-motivation Good multi-tasking skills Essential Desirable

8 STRATFORD-UPON-AVON TOWN TRUST FINANCE ASSISTANT (30 hours per week) JOB DESCRIPTION Reports to: Head of Finance JOB PURPOSE The purpose of the post is to provide day to day support for the processing of financial data on to Sage 50, e.g., purchase ledger, sales ledger, nominal ledger & banking MAIN FUNCTIONS To process purchase invoices, in line with written procedures To prepare two purchase payment runs per month, for payment by BACs, for approval & then processing To maintain Town Trust petty cash and record petty cash expenditure To prepare monthly rent reconciliation for review by Head of Finance Post residential net property rent statements, when received Prepare payroll details for approval by Head of Finance and liaise with payroll bureau, who calculate monthly pay. Also process payment of employees net pay and HMRC monthly payments by Bacs Organise Trustees to approve payment runs/payroll, when required Post bank receipts and payments and to perform monthly bank reconciliations Prepare recharge invoices between Town Trust/Guild/College accounts Ensure server backup discs changed daily and notify Head of Finance if backup fails Post Car Park schedules on a monthly basis Prepare and process sales invoices for ArtsHouse events To reconcile ArtsHouse ticket sales monthly Assist with quarterly VAT returns Assist Head of Finance when requested to perform tasks appropriate to the level and nature of the role SKILLS & QUALIFICATION REQUIRED Working knowledge of Sage 50 Excel Word Online banking software At least part qualified AAT/ ACCA/ CIMA January 2015