Finance Apprentice AAT Level 3 Apprenticeship

About this apprenticeship

Finance and Bookkeeping

Supporting the day-to-day financial administration of Unity Health.
Maintaining accurate bookkeeping records.
Using QuickBooks and other financial systems.
Processing invoices, payments and remittances.
Completing bank reconciliations.
Investigating discrepancies and escalating issues where appropriate.
Supporting month-end financial processes.
Maintaining accurate and organised financial records.
Supporting the preparation of financial information and reports.

Income and Claims

Monitoring income due to Unity Health.
Processing and submitting claims for services provided.
Checking that claims have been received and paid.
Monitoring outstanding income.
Following up outstanding payments and escalating issues where appropriate.
Maintaining accurate records of claims and payments.
Supporting the administration of private income.
Developing an understanding of Unity Health's different income streams.

As the apprentice develops, they will gain experience in:

Preparing financial information for management review.
Assisting with management reports.
Reviewing income and expenditure information.
Supporting budget monitoring.
Identifying and investigating variances.
Preparing spreadsheets and financial summaries.
Supporting month-end processes.
Developing an understanding of how financial information supports management decisions.

Accounting Systems

Developing a strong working knowledge of QuickBooks/Xero.
Investigating and learning about accounting software and digital bookkeeping tools.
Supporting the effective use of financial systems.
Identifying opportunities to improve financial processes.
Helping to ensure financial information is recorded accurately and consistently.

Training

The apprenticeship includes regular training with the training organisation. At least 20% of your working hours will be spent training or studying.

What you could go on to do

This role is intended to provide a pathway into a career in finance.
As the apprentice progresses through their AAT qualification and develops their workplace experience, there will be opportunities to take on additional responsibility and develop towards a more substantive finance or Assistant Accountant position within Unity Health.
The role will therefore develop with the individual, allowing responsibility to increase as their knowledge, confidence and qualification progress.