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: 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: 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 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