Job Information Pack
Job Title:
Finance Officer
Office Location:
Leeds
Closing Date for Applications:
4 December 2014 at 12 noon
Interview Date:
8 December 2014
About Coachwise
Established in 1989, Coachwise Ltd is the trading arm of sports coach UK the central agency for
coaching in the UK. Our role is to provide valuable services to and on behalf of sports coach UK
and generate profits through its business activities to gift aid back to the charity, sports coach UK.
To generate an income, Coachwise helps sports organisations roll out their programmes by
providing services in:
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Fulfilment – customer services, warehousing and distribution
Publishing – design, editorial and print
Learning – CPD training and qualifications for the coaching workforce
Marketing – campaigns and website development.
We offer all these services from under one roof, providing sports organisations with a cost-effective
one-stop shop.
Our client list includes: The Football Association (FA), The Association for Physical Education
(afPE), England Squash, British Cycling, Rugby Football Union (RFU), England Netball, England
and Wales Cricket Board (ECB), sports coach UK.
For more information visit www.coachwise.ltd.uk
We also provide valuable services through:
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1st4sport.com
1st4sport Qualifications
1st4sport
1st4sport.com is an online shop for sports education and training resources. Many of our exclusive
titles are produced in partnership with the leading experts in sports education and training in the
UK, including the afPE, the FA, the RFU and sports coach UK.
For more information visit www.1st4sport.com
1st4sport Qualifications – The awarding body for active learning and leisure
1st4sport Qualifications is an awarding body that is recognised and regulated by the Office of the
Qualifications and Examinations Regulator (Ofqual) and the Scottish Qualifications Authority
(SQA).
1st4sport Qualifications works in partnership with a variety of organisations to develop and award
qualifications. Partners include sports coach UK, The Football Association (FA), British Cycling,
the Rugby Football Union (RFU), England Hockey and the Joint Angling Governing Bodies.
For more information visit www.1st4sportqualifications.com
Job Description
Responsible to:
Head of Financial Services
Main Purpose of Job:
To oversee and carry out a range of financial processes according to
Coachwise standards and procedures.
Key Tasks:
1
Inputting Purchase Invoice entries using purchase order processing system and ledger.
Checking costs, VAT codes and nominal expenditure analysis codes.
2
Issuing Sales Invoices/Credit Notes to clients, checking VAT codes and nominal income
analysis codes.
3
Issuing refund cheques to customers from Sales Ledger accounts.
4
Assisting in the monthly cashbook and purchase ledger payment runs when required.
5
Reconciling supplier statements to ledger.
6
Processing daily bank account transfers and reconciliations using Bankline. Weekly
investment calculation. Daily cash flow statement updates using spreadsheets.
7
Dealing with Credit Control issues – support to junior personnel. Contacting customers by
telephone and letter, sending monthly statements of accounts, updating the contacts
database communications log, sending out copy invoices and dealing with general
enquires.
8
Checking staff cash expense claims and company credit card statements. Processing
monthly journal of costs to General Ledger.
9
Monthly journal processing and posting to General Ledger of Prepayments and Fixed Asset
Depreciation.
10
Assisting with the Rolling stock taking programme and variance reporting
11
Producing ad hoc spreadsheets as and when required.
12
Assisting with the preparation of monthly and year end management accounts.
13
Dealing with financial enquiries by telephone and letter, and offering general administrative
support within the Financial Services Team as and cover where required.
14
Supervising junior staff as directed.
15
Following, promoting and implementing the Coachwise policies for the equal treatment of
all employees, applicants and customers.
16
Undertaking any other tasks appropriate to this level of responsibility.
Person Specification
The person specification describes the knowledge, skills, aptitudes, experience and qualifications
that Coachwise deems necessary for successful performance in the job role.
The successful candidate will have experience of, or be able to demonstrate:
Essential
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excellent knowledge of Microsoft Office applications, in particular Excel, with a good knowledge
of spreadsheets.
competence in written and verbal communication skills
a good level of experience of working within a finance environment.
a broad knowledge of purchase ledger, sales ledger and general ledger up to a trial balance.
a good knowledge of basic accounts packages, although training on our bespoke system will
be provided.
the ability to maintain accuracy under pressure
excellent time management skills, prioritising differing tasks and projects in order to hit
publication deadlines
the ability to work using own initiative in order to solve problems
the ability to work as part of a team.
Good communication skills, both oral and written.
Desirable
AAT qualification desirable, although experience is more important.
Salary and Benefits
The salary for the position is circa £17,000 depending upon experience and qualifications.
The normal working week is a five day week of 37 hours excluding lunch breaks.
Coachwise offers 25 days annual leave plus 9 days public holidays.
All members of the Coachwise permanent staff receive life assurance cover, which is twice their
annual salary.
Coachwise enhances Statutory Sick Pay (SSP) and Statutory Maternity Pay (SMP) with its own
Occupational Schemes.
New members of staff will become eligible to join the company pension scheme during the first
month of their employment. Anyone not joining at this time will be automatically enrolled into the
scheme designated for auto-enrolment purposes.
Coachwise operates a healthcare benefits scheme for members of staff who have completed their
six month probationary period.
Coachwise operates a Childcare Voucher scheme, which can be used by anyone who is currently
paying for childcare. The vouchers can be used in conjunction with any Ofsted registered carer.
Members of staff who have completed their six month probationary period are eligible to benefit
from reduced gym membership through GymFlex. The scheme enables staff to benefit from
savings at 1,500 health clubs throughout the UK. Participating members will also benefit from
National Insurance savings.
Buying and Selling of annual leave allows staff, who have completed their six month probationary
period, to buy or sell a maximum of five days in any one annual leave year (pro rata for part time
staff).
Coachwise runs a cycle to work scheme, which is applicable on the successful completion of the
six month probationary period.
Coachwise is dedicated to an on-going staff training scheme.
Commitment to Equality:
We are an equal opportunities employer and we intend that no job applicant or employee shall
receive less favourable treatment because of age, disability, gender reassignment, marriage and
civil partnership, pregnancy and maternity, race (including ethnic origin, colour, nationality and
national origin), religion or belief, sex or sexual orientation or by any other condition or requirement
which cannot be shown to be justifiable.
Positive about Employing Disabled People
Coachwise is positive about employing disabled people and has been awarded the right to use the
disability ‘two ticks’ symbol, which recognises its commitment to good practice in employing people
with disabilities. This means that any applicant with a disability is guaranteed an interview,
providing they meet the essential criteria for a vacancy.
Positive about Mental Health
Coachwise recognises the importance of good mental health in the workplace and is committed to
supporting staff experiencing mental health issues. As part of this commitment, Coachwise has
signed the Charter for Employers who are Positive about Mental Health.
Application and Selection Process
Application:
Please complete the application form and email to recruitment@coachwise.ltd.uk or alternatively
you can post it to:
Sarah Harrison
Coachwise Ltd
Chelsea Close
Off Amberley Road
Armley
Leeds
LS12 4HP
Selection:
Shortlisting will take place as soon as possible following the closing date. Please could you
indicate clearly on your application a telephone number where you can be contacted during office
hours (9.00 am – 5.00 pm).
Successful applicants will be contacted via telephone and email/letter with information relating to
the interview time, location and format.
Further Information
To gain further information on the role, please contact Sarah Harrison on 0113 2015462 or
alternatively email sharrison@coachwise.ltd.uk.
Alternative formats of the application form are available on request.
To access further information on the organisation please refer to the website www.coachwise.ltd.uk