Income Assistant

Information

• Training and development opportunities
• Comprehensive benefits package

 

At CrossReach, we offer quality care and counselling to a wide range of people in need.  But our real story is the work that our staff do: reaching out and making a difference to the lives of others. With over 60 services and 2,000 staff across Scotland, efficient financial management is essential to the success of our organisation and maintaining our high levels of care.

As an Income Assistant you will have responsibility for ensuring the accuracy of income and be part of a team providing regular support to our Services.  For this role you will need to have experience of working with financial data and ideally have experience of using SUN System and Kontrolla, for which training will be provided.

In return we offer a comprehensive benefits package, including an employer contributory pension, healthcare scheme and generous holiday allowance.

Main Function

• Responsibility for ensuring the accuracy of income.
• Provide support to services on a regular basis.
• Work as part of a team.

Main Duties

1. Check Kontrolla (reconciliation Manager) on a monthly basis to ensure Units Debtor Cash procedure is carried out. 
2. Carry out SUN transaction matching routine on a daily basis.
3. Check and issue Local Authority invoices on a daily basis if required.
4. Clear all balances on Units bank account, prepare journal on a daily basis.
5. Ensure emailed Units cheque requests are correct before cheques are issued. Record details of cheque requests register on a daily basis
6. By weekly bank statement download to Units on Kontrolla system.
7. Check all generated invoices/credit notes are confirmed and contact Units where the status needs to be changed monthly by month end.
8. Print all Units bank statements on a monthly basis.
9. Reconcile direct donations bank account monthly.
10. Provide Kontrolla help desk support to Units.
11. Take Credit Card payments and record details.
12. Liaise with Support.
13. Ensure the accuracy of Income at all times.
14. Carry out filing as and when required.
15. Assist with training Unit staff.
16. Maintain contracts spreadsheet/register.

Personal

Have respect for all aspects of Christian worship

Skills and Abilities

Essential:

Proficient computer skills in Microsoft packages (Excel and Word).

Previous experience of working within a Finance setting.

Good organisational and communication skills.

Ability to work on own initiative.

Ability to work to agreed deadlines.

 

Desirable:

Experience of using SUN System and Kontrolla.