<p>The Finance Trainee, Accounts &amp; Compliance will support the Finance &amp; Accounts Officer in maintaining accurate financial records, processing payments, managing accounts payable, and ensuring statutory compliance. This trainee role provides a structured introduction to core accounting operations within a growing digital health company, offering exposure to QuickBooks, payroll inputs, bank reconciliations, and management reporting.</p>
<p><strong>Reporting Line</strong></p>
<p>Reports to: Finance Manager</p>
<p>Works closely with: Finance &amp; Accounts Officer, HR, Operations, and Procurement</p>
<h2 id="tasks">Tasks</h2>
<p>1. Invoicing Support</p>
<p>• Assist in preparing and issuing client invoices accurately and on time.</p>
<p>• Verify that invoices align with approved price lists and system records before issuance.</p>
<p>• Provide invoicing cover when other team members are unavailable.</p>
<p>2. Accounts Payable Assistance</p>
<p>• Collect, review, and organise supplier bills and supporting documentation for the Finance Officer.</p>
<p>• Assist with weekly data entry of supplier bills into QuickBooks under supervision.</p>
<p>• Help file ETR invoices and link them within the appropriate payment and filing systems.</p>
<p>• Update the payments projections tracker with approved but unpaid invoices.</p>
<p>3. Petty Cash &amp; Expense Recording</p>
<p>• Record petty cash expenses weekly in QuickBooks under the guidance of the Finance Officer.</p>
<p>• Support regular petty cash reconciliations and help prepare top-up requests.</p>
<p>• Maintain accurate records of all petty cash transactions. </p>
<p>4. Payments Processing Support</p>
<p>• Assist in maintaining the weekly payments tracker, ensuring documentation is complete and accurate.</p>
<p>• Help collate payment projections received from other departments ahead of the weekly payment run.</p>
<p>• Support the preparation of clinic partner payouts for processing every Friday.</p>
<p>5. Statutory &amp; Compliance Support</p>
<p>• Assist the Finance Officer in preparing data required for statutory filings, including PAYE, VAT, and Withholding Tax (WHT).</p>
<p>• Help maintain organised records to support regulatory and tax compliance.</p>
<p>6. Reporting &amp; Reconciliation Assistance</p>
<p>• Assist in updating the cash flow report with current data.</p>
<p>• Provide data inputs for monthly management accounts and Profit &amp; Loss reports.</p>
<p>7. Systems &amp; Price List Support</p>
<p>• Assist in updating new tests and insurance provider pricing in the SMART EMR system.</p>
<p>• Help ensure consistency between SMART EMR, invoicing, and the official price list.</p>
<p>• Support any other finance and operations tasks as assigned.</p>
<h2 id="requirements">Requirements</h2>
<ul>
<li>A degree or diploma in Finance, Accounting, Commerce, or a related discipline (recent graduates welcome).</li>
<li>Foundational understanding of basic accounting principles (debits, credits, double entry).</li>
<li>Proficiency in Microsoft Excel; exposure to QuickBooks or any accounting software is a plus.</li>
<li>High level of accuracy and thoroughness when handling financial data.</li>
<li>Organised, reliable, and able to work to deadlines.</li>
<li>Good communication skills and the ability to work cooperatively with multiple teams.</li>
</ul>