Finance/Accounts Assistant (Student Finance)

Transcription

1 Finance/ccounts ssistant (Student Finance) JOB DESCRPTON Employment status: Hours: Location: Department: Manager: Liaises with: Permanent, full time Full time hours at UCEM are 35 per week, Monday to Friday 9.00 a.m. to 5.00 p.m. Horizons, 60 Queen s Road, Reading, RG1 4BS Finance and Resources sabelle Pease, Finance Manager Students, employers, colleagues within UCEM at all levels, external funding bodies Summary of the role You will be involved with administering all aspects of Student Finance, monitoring and controlling external student funding sources, processing and allocating student payments to enable registrations, keeping student information and Finance systems up to date and fully reconciled, and dealing with all the finance related student queries. You will also support the credit control and accounts payable functions. Duties and responsibilities External Funding Monitor and timely administer external funding such as Student Loans, ELCS (MoD Enhanced Learning Credits) and Future Finance Loans via the relevant portal, confirming student attendance/registration and submitting change requests. Maintain MS database records in advance of registration for students with approved or pending funding applications and deal with student enquiries regarding loans and funding. ssue timely ELCS approved invoices Monitoring, analysis and reconciliation of ESF pprenticeship income including employer contributions. Respond to, and resolve wherever possible, student finance and funding enquiries promptly and appropriately. New Student Bursaries (twice per annum) Receive application forms, check and acknowledge. Prepare application, monitoring and analysis information for Bursaries Working Group (BWG), including funding forecasts Notify students of the decision by the BWG and ensure MS database records are correctly maintained for student billing information. UCEM 04/2019 Page 1 of 5

2 Employer Sponsorship ssist in administering employer sponsorship including monitoring of retake fees. Student and Finance Systems Ensure STS MS database is promptly updated with any changes to the student fees and reconcile it back to each student record in Finance MS (gresso). Ensure student fees paid are allocated in a timely fashion to individual students account in the Finance system to ensure all student ledgers are kept up to date. Handle student withdrawals and assess their eligibility for refunds. Undertake routine credit control processes for overdue student and sponsor debt. Monitor and process rejected instalment payments, ensuring students are notified and replacement payments are obtained and posted. Provide student registration support at peak times. ccounts Payable Provide backup for accounts payable operation up to two days per week and holiday cover. Process Purchase Order invoices to Purchase Ledger. nput non-po invoices to Purchase Ledger. Follow up on incorrect/unauthorised invoices. Deal with supplier queries. ssist with month-end processes. Credit Control Process rejected student instalment payments, ensuring students are notified and replacement payments are obtained and posted. Undertake routine credit control processes for overdue student and sponsor debt. Respond to, and resolve wherever possible, any debtor enquiries. ssist with month-end processes. nternal Enquiries Resolve issues raised by other support and academic departments relating to student finance and fees. Provide processing assistance to other departments wherever possible during busy periods. Provide such financial analysis and statistical information as may be required. General Produce and maintain appropriate process and guidance documentation. Undertake other duties of similar nature which fall within the scope of the post which may be required from time to time. Line management responsibilities None Financial accountabilities None PERSON SPECFCTON = pplication/cv = nterview T = Test Qualifications and training Further Education qualifications Educated to Degree level or equivalent T Level 1 or 2 UCEM 04/2019 Page 2 of 5

3 Previous experience Experience of working in a busy HE/FE education support department or similar environment Experience working in a fastpaced accounts or finance department Experience of working in a similar role Skills, knowledge and aptitudes Capability to deal with different software systems Understanding of HE Student application and enrolment processes Highly numerate T Knowledge of STS and (back office) gresso Good knowledge of using database systems T Organised individual with attention to detail T Excellent communication skills ble to operate effectively as a member of a small team Proficient in MS Office Other or special requirements Commitment to Student Success; at UCEM we all work hard to make sure that our students are successful VLUES we expect all new employees to demonstrate our values at work We will test these as part of the interview process Passion we care We want each and every one of our students to succeed We do the right thing by our students and customers; that means we do whatever we can to ensure that no student falls behind in their studies, and that no customer is unhappy with the service they receive ntegrity fairness first We model integrity in everything we do We never compromise on honesty or trustworthiness UCEM 04/2019 Page 3 of 5

4 We adhere closely to laws and compliance standards We do what we say we will do, and fulfil our promises to staff Excellence we aim high High standards drive everything we do We deliver excellence, strive for continuous improvement and respond dynamically to change Each one of us is personally responsible and accountable for the quality of whatever we do We listen to our students and understand their expectations We strive to exceed expectations in quality and delivery Support we support and respect each other t UCEM each member of staff does everything they can to help other staff and students to achieve their goals We respect others and their opinions, we are open to ideas, we trust each other We promote a supportive working environment across UCEM that extends to our students We value and reward each individual s skills, working towards common goals with shared objectives and through collaborative practice SFEGURDNG ND PREVENT Please note any appointment to this post is conditional upon and subject to an enhanced certificate (criminal record check) issued by the Disclosure and Barring Service (DBS), which will also include a check of the DBS Barred Lists. f you are appointed to this post you will also be required, as part of your induction training, to undertake training relating to safeguarding and Prevent. This training will be both face-to-face and online. ny prior training in these areas is helpful, however it will not make you exempt from undertaking training with us. BENEFTS Salary range 23,000 to 25,000 per annum. Full Time Equivalent. 24 days paid holiday (rising with service to 27) plus paid bank / public holidays and up to 5 paid closure days; all per holiday year Full Time Equivalent. Holiday buy/sell available. Salary exchange pension scheme (auto-enrolment to the People s Pension). You will automatically be opted-in to salary exchange (the term we use for salary sacrifice). You may opt-out. Life assurance provision. Horizons: There are limited parking spaces but you may ask to join the Waiting List. Employee ssistance Programme. Cycle to Work salary sacrifice scheme and access to Tax-Free Childcare (Government scheme). Voluntary Healthcare Scheme. Charity giving. ccess to T and retail discounts. On the jobs page of our website you will find the full list of employee benefits at UCEM PPLCTON PROCESS Preferably by to recruitment@ucem.ac.uk Please send the following documents: 1) Your up-to-date CV; 2) covering letter outlining your suitability for the role with your salary details; and 3) completed Recruitment Check Form, available from the jobs section of our website at nternal applicants are advised to inform their line manager of their application. UCEM 04/2019 Page 4 of 5

5 nformal discussion For an informal discussion about the role please contact sabelle Pease on or For any other enquiries please contact HR on / 7051 or recruitment@ucem.ac.uk NO GENCES WE DO NOT USE GENCES NOR CN WE CCEPT CV SUBMSSONS Closing date Tuesday 07 May 2019 at 5.00 p.m. Please note, applications may be reviewed as and when they are received, so you may be invited to interview ahead of the closing date. nterview date Dates for interview will be advised to you later in this process. Please be prepared that there may be a two-stage interview process, held on different dates. s part of any interview process with UCEM, you will meet with a member of the Senior Leadership Team; subject to availability this may be a telephone interview. UCEM 04/2019 Page 5 of 5