To raise fee related invoices and maintain debtors in accordance with expected targets and to ensure accurate and up to date contract information is kept for all the people we support. Continually improve the systems and procedures to ensure that the finance department delivers the highest standards of service and performance to all internal and external stakeholders.
This role will be hybrid, you will be mainly working from home but flexible to attend the office in Petersfield as and when required.
Outline of Responsibilities and Duties
Key Accountabilities
Maintain sales ledger for clients funded by local authorities (LA) and other sources (NHS, personal etc.)
Ensure accurate and timely collection of all fee related debts, liaising with LA, clients and their advocates as well as internal management where necessary.
Maintain database of all the people we support and their contract fees.
Update database with any starters, leavers and other changes to reflect the current position at all times, ensuring these changes have been accurately reflected in the relevant invoicing schedules.
Raise and distribute invoices on a monthly, 4 weekly or ad-hoc basis, ensuring these are in line with funding authority requirements.
Ensure accurate records are kept of all invoices raised and any related communication.
Ensure accurate allocation in Sage of all payments received, reconciling each receipt back to the relevant remittance advice. Monitor these receipts to ensure they are as per the latest contract.
Proactively resolve any invoicing delays or payment discrepancies.
Work to maintain debtors level at agreed target and report monthly on debtors with associated narrative.
Produce and post monthly invoicing accruals.
Reconcile sales ledger on a monthly basis.
Maintain good working relationships with funding authorities and internal managers.
General
Maintain quality and adherence to processes, identifying and contributing to their improvement.
Ensure every aspect of confidentiality relating to FitzRoy, service users and staff is strictly maintained and data protection legislation is adhered to.
Establish and maintain effective and professional relationships with staff at all levels and outside agencies.
Take action to keep yourself professionally updated and assist in the identification of your own learning and development needs.
Undertake any other similar duties as requested.
About Us
FitzRoy is a national charity, set up 60 years ago by brave parents as a pioneering alternative to institutional care. Their values remain the values of FitzRoy today we see the person, we are brave and we are creative and they thread through everything we do.
We support hundreds of people with a range of needs. You could be supporting someone with learning disabilities, autism, acquired brain injuries or mental health support needs. Many of the people we support also have physical impairments or other health issues. Working for us will give you an opportunity to learn, to grow and to transform lives. Join us today.
Benefits
25 days holiday rising with service
Staff recognition scheme
Leadership development programme
Healthcare cashback plan and employee assistance programme
Team bonus scheme (service based roles)
Pension and life assurance
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