Post: Finance Officer, Transaction Processing
(1 x open ended contract & 1 x fixed term until 31 August 2011)
Location: Methodist Church House, 25 Marylebone Road,
London, NW1 5JR
Purpose and To assist the Assistant Finance Manager with the day-to-day
Objectives: processing of accounting transactions
Responsible to: Assistant Finance Manager, Transaction Processing
Relationships: 1. Colleagues in the Finance Section & Connexional Team
Relationships: 1. District, circuit and church officers, particularly treasurers
External: and Gift Aid secretaries.
2. Staff at HSBC
Ethos and Working Style:
The Finance Officer is expected to be in sympathy with the ethos of the Methodist Church Connexional
Team as expressed through Our Calling and Priorities for the Methodist Church and is expected to be
fully committed to the collaborative working style as expressed in Ways of Working.
Working style for all staff in the cluster:
The Finance Officer is expected to work as a team member of the Support Services Cluster to fulfil the
functions of the cluster and effectively deliver against its agreed objectives (see attached cluster
description). This will entail:
working with the manager and staff to agree work plans which will ensure creative and effective
agreeing with the Assistant Manager (Transaction Processing) the specific contribution of this
position to the work which will be delivered;
being accountable for delivery of this agreed work which may also involve input from others in
the cluster, the wider Connexional Team or beyond;
working within the agreed Values for the Team.
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1. Manage the work of the Finance Assistants by overseeing the processing of supplier invoices,
payment requests, committee and staff expenses and their subsequent settlement ensuring
compliance with the Church's procedures and correct tagging by fund, activity, special analysis
and VAT codes.
2. Oversee the raising of sales invoices and subsequent collection of funds due.
3. Process all inter-bank account transfers, standing orders, direct debits and credits appearing on
bank and deposit statements for which the Section is responsible.
4. Prepare bank reconciliations for all bank and deposit accounts for which the Section is
responsible and highlight for manager's attention any unidentified items and/or cheques
remaining outstanding for more than 1 month.
5. Oversee the processing of Gift Aid Envelops and donations from Circuit and Districts including
the logical filing of supporting documents.
6. Oversee the maintenance of the gift aid Tax Recovery database and the management of Gift Aid
processing, ensuring in all cases the validity of claims.
7. Prepare and submit Gift Aid claims to HMRC.
8. Make periodic distributions of Gift Aid funds to churches, circuit, districts and other Methodist
9. Advise Gift Aid secretaries of new rules and procedures from HMRC through periodic
10. Act as the Finance Team main contact on Gift Aid in any inspection and answering queries.
11. Manage the distribution of the bi-annual income schedules and other mailings of the Section to
Circuits and Districts.
12. Management of the Section’s filing system, including retrieval of records on request.
13. Any other duties as requested by the Finance Manager and the Director of Financial Operations.
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Terms and Conditions:
Fraud Policy and
References: The post holder will be subject to the Methodist Council’s Fraud Policy.
This includes taking robust references about an individual prior to
offering a candidate a position with financial responsibility. References
from family members or relatives are not permitted. The Methodist
Council reserves the right to conduct relevant and reasonable searches
into personal characters and references for any member of staff in
financial positions even after the recruitment stage.
Health and Safety: The post holder will be subject to the Methodist Council’s Health and
Equal Opportunities: The post holder will be subject to the Methodist Council’s Equal
Physical Conditions: Open Plan Office Accommodation
Remuneration: Starting salary will be £23,743 per annum Inner London Allowance.
Hours of Work: 35 hours per week
The normal hours of work will be 9.00 am to 5.00 pm Monday to Friday.
There will be one hour for lunch. Some flexibility in working hours may
be required due to the nature of this post and the work of the Cluster.
Payment for overtime is not given but employees are entitled to time off
in lieu by arrangement.
Holiday Entitlement: During the first to fourth years 25 days
During the fifth to ninth years 28 days
During the tenth and subsequent years 30 days
plus Bank Holidays and an extra three days at Christmas and New Year.
Entitlements for part-time staff will be on a pro-rata basis.
Sick Pay: Entitlement in accordance with the Methodist Council’s terms and
conditions of employment
Pension: There is a final salary pension scheme which employees are able to join,
subject to certain provisions. Contributions from employees are
currently 8% of pensionable salary.
Probationary Period: Appointments are made subject to the satisfactory completion of a
probationary period, normally three months.
Season Ticket: Season ticket loans are available after the satisfactory completion of the
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Post: Finance Officer (Transaction Processing)
Attributes Essential Desirable Method of
1. Education and Training Educated to GCSE level or Educated to degree level Q&A
equivalent or have equivalent
Accounting qualification up to Q&A
AAT intermediate or equivalent
Willingness to undertake further A&I
2. Experience Proven experience of working in A&I
an accounts or finance office
environment for a minimum of
three years or through three
financial cycles and year end
Experience in legacies A, I & W
Experience of manual and A&I
transaction processing systems
and their use in the workplace
Have experience in handling and A&I
processing Gift Aid claims
Experience in using and A, I & W
Experience in producing A, I & W
statistical data using software
applications and reporting tools
Experience of establishing good A&I
working relationships with
3. Special Knowledge and Competent in using Microsoft A&W
Skills Excel, Word, PowerPoint,
Outlook and the internet.
Ability to use Sun Accounts and A&I
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Ability to work accurately with A&W
figures and with attention to
Knowledge of accounting A, I & W
concepts as applicable to
Track record in successfully A&I
delivering a customer focused
Ability to organise and prioritise A&I
Ability to work under pressure A&I
and meet deadlines
Ability to analyse problems and A&I
develop effective efficient and
Excellent verbal and written I&W
Demonstrate awareness of, and A&I
sensitivity to, issues of equality,
diversity and inclusion and a
commitment to the unique value
of the individual in all aspects of
the Church’s life
4. Personal Qualities In sympathy with the ethos of A&I
the Methodist Church as
expressed through Our Calling
and Priorities for the Methodist
Ability to work collaboratively A&I
with colleagues and others
Willingness to work outside A&I
normal working hours – as and
Professional and positive A&I
approach, with a commitment to
professional development and
Commitment to concept of A&I
continuous improvement of
procedures and practices within
the Finance Office and Cluster
Method of Assessment A – Application Form, I – Interview, W – Written exercise, P –
Presentation, G – Group exercise, Q – proof of qualification (certificates or transcripts)
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