Finance Support (POSITION CLOSED)

Finance Support (POSITION CLOSED)
Published 03 August 2020

Scope: · To be a team player and support the finance and wider teams in required tasks. · Support business through completing a variety of finance and other tasks. · Support the Finance team in the achievement of functional objectives.


Objectives: To ensure transactions are posted timely and accurately. To ensure ledgers are kept up to date and maintained. To ensure suppliers are paid accurately in a timely manner. To ensure our customers are paying to agreed terms whilst maintaining customer relations. Provide support across internal reporting requirements.


Duties & Responsibilities:

Ledgers Duties

· Ensure that the procurement needs of the business are met

· Ensure that less than 3% of the value of the purchase ledger is 2+ months over terms

· Pay all suppliers to agreed terms to ensure that <1% supplier base put us on hold per annum

· Take responsibility for smooth running of the Purchase Order system including drafting and periodic

review of relevant procedures and supporting business managers in the use of PO system

· Production of purchase orders as required

· Ensure that a settlement discount is taken where possible to minimise (<£1000 p.a.) lost discounts.

· Work towards 95% of purchases (by value) having matching PO & Delivery Notes

· Enter all invoices within 3 working days of receipt

· Reconcile all supplier statements within 3 working days

· Using appropriate communication medium (e.g. email, telephone, letter) and tone, liaise with

suppliers and procuring HCCF managers to ensure required information is in place to pay invoices

to agreed terms.

· Prepare (three-way – PO & DN) matched and approved invoices for payment and authorisation

· Raise queries with suppliers within 2 working days of the issue being raised

· Raise issues with relevant internal stakeholders on the same working day

· Carry out regular (> fortnightly) meetings with Production Manager/Logistics Manager to review

relevant procurement issues

· Twice annually review supplier base with Finance Manager to ensure signed terms are in place for

suppliers over agreed annual spend

· Send all remittances electronically in advance of the day of settlement in their bank account

· Work with suppliers to transition as many as possible to electronic communications.

· Keep all Purchase Ledger procedures updated at all times and with Finance Manager carry out annual review and training within the business as appropriate · Processing credit card transactions, including obtaining all receipts from cardholders. · Preparation of Aged Creditors and Key Suppliers reports shared with Finance Manager and HoF on a weekly basis. · Providing KPI information to Finance Manager and HoF on a weekly basis. · Support on sales ledger to ensure customers are paying to agreed terms, and minimize bad debts. · Assisting with daily till summary preparation, reporting on results, and any ongoing discrepancy investigations. · Assisting with reconciling multiple revenue streams. · Providing support and assistance to Management Accountant on Budgets, Forecasts and Management Accounts as required. · Other reporting as required. 

Other · Cover Sales Ledger and Cash Ledger as required during staff holidays, illness, or busy periods. · Ad hoc reporting and processing as required by the finance team, and senior management. · Provide assistance to the retail and catering teams during busy periods as required. · To represent Healeys and to strive to promote its brand through interacting with clients, other members of Finance and wider business in a positive and professional manner at all times · Provide secondary cover to all parts of Finance when required including but not limited to; · Online order processing · Cash counting · Support Finance team in the achievement of functional objectives · Keep confidential all knowledge of company business, finance, and statistics.


Essential · Played part in a team achieving successful outcomes. · Be a team player and willing to assist with all tasks required. · 2+ years in a Finance team. · Cash handling experience. · Taking responsibility for core tasks. · Reconciliation of account balances. · Processing of invoices and credit notes. · A strong understanding of commerciality & timeliness. Desirable · Experience working in FMCG/leisure industry. · Experience in Sales Ledger and Purchase Ledger. · Experience with large multiple clients. · Use of Pegasus Opera.



· Qualified Accounts Technician (AAT) · 5 GCSEs or equivalent at grade C or above to include Maths & English

Personal Qualities:

· Driven to bring tasks to positive conclusion · Numerate with excellent attention to detail · Resilient and robust under pressure · Good team player · Rigorous, methodical and logical approach to problem-solving · Organised with excellent time management · Keen to get involved. Demonstrates a hands-on approach · Strong communication skills (IT, verbal, telephone & written) · Track record of strong analytical, problem-solving and decision-making skills

Further Details

Finance Support (POSITION CLOSED)


Closing Date:13 August 2020

Contact:James Tregay

Contact Email:[email protected]


Why join Healeys?

Why join Healeys?

Healeys is special,  we are a family-run business with strong family values and a passion for making the best products and delivering an exceptional brand experience, we take pride in our customers who visit the farm and who taste our products.  We nurture our in-house talent and seek to develop our employees to maximise their potential and have a fulfilling and varied working life at Healeys.