Job Description Book Keeper

Job Title

Book Keeper

Reports to

Insert as applicable e.g. Finance Director

Department/

Section

Finance

Location

Head office in Braintree or such other location that may be required of the job role

Website details can be inserted here

Job Ref & about the organisation  

Social Media info etc 

Core Objectives

Monitoring, recording and dealing with the routine financial activities of the organisation.

 

Main Tasks/duties and responsibilities  

 

 

Day to day responsibilities as agreed with the Line Manager to include:

– carry out  the day to day financial activities of the organisation as directed, including; preparation of current accounting, payroll and financial reports including accounts; budgets, income statements, balance sheets; tax returns and reports for Government regulatory agencies; financial management reports to ensure compliance with accounting, financial and legal requirements, responsibilities and obligations.

– assist with  recruitment of team members, subject to agreed criteria

– assist with  training  individual team members to ensure targets are met

– reporting (content and format as agreed) on a monthly basis, or as otherwise required

– maintain effective contact with internal and external client/customers

– set an example for team members of commitment, accounting expertise, work ethics and habits and personal character

– maintain accurate accounting, financial and other records

– assist with  the control of expenses to meet agreed budgetary controls

– adhere to all organisation policies and procedures

– interact and co-operate with all members of the organisation, its suppliers and clients/customers

 

From time to time you may be expected to be part of special projects as are reasonably required of your job role.

You are responsible for your allocated workload and must meet all targets as agreed with your Line Manager. You must contribute towards the smooth running of the organisation generally.

Hours

Your usual hours will be from 9am to 5pm. However you will be expected to work as and when is necessary to meet the needs of the team and your targets.

Insert as applicable Your job will be a mixture of travel and office based.

Secondary Tasks/duties

 

 

 

 

The role is part of the whole organisation team and as such requires you to perform such reasonable tasks that are required, as and when necessary, to maintain, promote, develop and expand the business of our organisation and its interests generally.

 

You must carry out your duties to the best of your ability, having consideration for the needs of your colleagues, and the organisation and its clients/customers. You must obey all lawful and reasonable orders given to you and comply with the organisation’s rules, procedures and policies

Management / supervisory responsibilities

 

People or equipment

 

Equipment

You are responsible for the equipment provided to you for use in your job role and to your team. This means you must ensure that equipment is used in accordance with training provided, the organisation’s policies and procedures and the law and using, where applicable any safety equipment or Personal Protective Equipment provided. You are responsible for ensuring that the equipment used by the team is maintained and can be used/operated at all times.

Essential Abilities/ Competencies of this job role

You need

– qualifications sufficient to perform the job role – insert as applicable e

– experience  in this type of job role – insert as applicable e.g. minimum 5 years

– good understanding of accounting and financial management obligations (including statutory obligations), requirements and dynamics

– experience of using computer software – insert as applicable e.g. Sage

– ability in accounting and financial management and control

– to be self-motivated

– to have basic project management skills

– the ability to work under pressure

– a full driving licence

insert anything else required

 

You need to have and maintain (with regular training and updates as necessary) the knowledge, technical skills and qualifications that are necessary to perform your job role to comply with the requirements of the organisation and any applicable rules, regulations (particularly of any professional body) and with any law which applies to your job role.

Special working Conditions

You may be expected to work in accordance with the organisation’s overtime policies

Insert following if applicable – The nature of your role will require you to travel within the area that your team covers. However, from time to time you may be expected to travel outside that area as the job role requires

 

Salary level C – £18,000
Benefits insert details of any benefits

Approved by Name

John Smith

Job Role

Insert as applicable

Date approved

Insert as applicable

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