Finance Assistant: Suppliers and Purchasing
Finance and Business Services
Head Office (Alloa) / Remote Working
About Scottish Autism
Scottish Autism seeks to promote and provide care, education, support and opportunities for autistic people of all ages throughout Scotland. We work tirelessly to create a world where autistic people are understood and enabled to lead meaningful, fulfilling and happy lives as valued members of the community.
A key expectation of everyone who works for Scottish Autism is that they live and breathe our values; Collaboration, Change Makers, Compassion and Contribution. Our values come into play throughout everything we do at work – how we work together, and how we deliver services to the people we support and to the people we work alongside.
Finance and Business Services Department
The department partners with managers and staff across Scottish Autism to support them to achieve their objectives, and Scottish Autism’s mission, through the provision of responsive, customer-focused finance, payroll, procurement, technology, health and safety, and property services.
The finance team provides proactive and effective support and information to stakeholders across Scottish Autism and beyond. They achieve this by developing a clear understanding of customer needs, the delivery of accurate and timely financial reporting, analysis and advice to meet those needs, and the maintenance of robust financial systems and controls. The team works collaboratively with all its stakeholders, actively looking for opportunities to improve its delivery of financial reporting, know-how, analysis and insight to support the organisation’s delivery of financial sustainability, performance targets and outstanding services.
The Role:
Reporting directly to the Senior Finance Officer, you will deliver an efficient, effective, responsive purchase ledger and payments service to the business. In addition, you will be responsible for processing, monitoring and reconciling the organisation’s credit cards, prepaid cards, petty cash and other ad-hoc payment transactions.
Key tasks and responsibilities:
You will be accountable for maintaining systems and processes that ensure the timely and accurate recording of purchase invoices, credit notes, the payment of suppliers, credit cards and other payments as required. You will ensure the provision of high quality reporting to the business and external parties.
Key tasks will include:
· Developing an excellent understanding of Scottish Autism’s business and the role it plays in the autism community in Scotland
· Processing all purchase invoices and credit notes in a controlled and timely manner
· Ensuring that invoices have appropriate authorisation and are being processed to the correct supplier and nominal accounts prior to being processed for payment
· Working with colleagues to ensure that the appropriate authorisations are undertaken in a timeous fashion
· Ensuring suppliers are paid in accordance with agreed payment terms, and in accordance with best practice
· Preparation of regular payment run
· Liaising with suppliers as necessary
· Providing professional and timely responses to supplier queries, including performing supplier statement reconciliations and taking the appropriate corrective action as necessary
· Monitoring, payment and reconciliation of credit card transactions
· Support & Admin for Purchasing/Insurance/Property as required
· Responding promptly and accurately to all internal and external queries in relation to purchase orders, purchase invoices and creditors
· Ensuring new suppliers have provided necessary information and that appropriate checks have been made for all new suppliers in line with current procedures, which include maintaining supplier bank details records
· Sense checking POs and purchase invoices for correct VAT treatment
· Providing purchase ledger reporting information as part of routine month end processes and as required
· Contribute to embedding procurement knowledge and guidance across the organisation working alongside the Procurement Manager
· Maintaining an overview of, and reconciling prepayments as part of regular month and year end routines
· Providing input to year end audit processes as required
· Contributing to the continuous improvement of systems, processes and procedures to improve efficiency of the function; supporting the relevant 'super users' in the development of the purchasing and finance systems
· Ensuring the comprehensive and up-to-date documentation of all purchase ledger processes and procedures
· Contributing to the smooth running of the finance helpdesk
· Contributing to the understanding and documentation of your team’s risks and opportunities
· Supporting the Finance leadership team in ensuring policies are kept up-to-date, assisting with periodic review processes as required
· Ensuring that you carry out all duties in accordance with the requirements of Scottish Autism policy and legislative requirements
· Through Scottish Autism's coaching and development processes, actively identifying and pursuing training and development needs alongside the Senior Finance Officer, including compliance with all mandatory training requirements
· Providing cover for other Finance Assistant roles in response to business need
· Other duties and tasks as may be required
Skills and Attributes
· Instinctively collaborative approach to working, actively seeking to contribute to the collective success of the team
· Customer focused, with a passion for understanding customers’ needs and going the extra mile to meet those needs
· A change maker, always looking for ways to improve processes and service levels, and to add value
· Excellent communication, interpersonal and listening skills
· Ability to prioritise work, work under pressure, switch between tasks depending on priority, and to operate to tight deadlines
· High levels of accuracy, with excellent attention to detail
· Highly motivated and adaptable
Knowledge and Experience
· Achievement of, or working towards, a recognised accounting qualification (desirable)
· Experience developed in a similar or equivalent role (essential)
· Experience of practical application of accounting regulations (essential)
· Proficient in the use of specialist financial systems and Microsoft applications, in particular Excel (essential)
· Experience of working in the not for profit sector and/or for a service provider (desirable)