Job Description

We are looking for an enthusiastic and self-motivated individual to join the Account Receivable team on a full time permanent basis as Accounts Receivable Officer, based in Ty Gwent, Llantarnam, Cwmbran.



A key function of Corporate Finance, the team is responsible for managing all income due to the health board by issuing invoices to organisations and individuals and ensuring they are duly paid. The post holder will work within a team of 2 other Accounts Receivable Officers and the Accounts Receivable Manager.



The post holder will be required to have excellent communication skills, a good standard of IT skills, and be able to work independently and as part of the wider Finance Team.

Your duties will include:

Providing the administrative and financial support associated with ensuring all invoices and credit notes are raised correctly on the Accounts Receivable computer system and assist in recovering all income due to the Health Board. Resolving customer queries and assisting in the credit control process for the Health Board.



To plan workload to ensure weekly, monthly and annual timescales are met. Works within set parameters, advice available and refers to manager when necessary



You should be able to work to tight deadlines and have good communication skills to work in this customer focused environment.



The ability to speak Welsh is desirable for this post; Welsh and/or English speakers are equally welcome to apply.



Please see Person Specification included in the for full details.



Aneurin Bevan University Health Board is a multi-award winning NHS organisation with a passion for caring. The Health Board provides an exceptional workplace where you can feel trusted and valued. Whatever your speciality or stage in your career, we have opportunities for everyone to start, grow and build your career. The health board provides integrated acute, primary and community care serving a population of 650,000 and employing over 16,000 staff.



We offer a fantastic benefits package and extensive training and development opportunities with paid mandatory training, excellent in-house programmes, opportunities to complete recognised qualifications and professional career pathways including a range of management development programmes. We offer flexible working and promote a healthy work life balance, provide occupational health support and an ambitious plan for a Wellbeing Centre of Excellence to support you at work.



Our Clinical Futures strategy continues to enhance and promote care closer to home as well as high quality hospital care when needed. Join us on our journey to pioneer new ways of working and deliver a world-class healthcare service fit for the future



Process, on a daily basis, all invoice and credit notes requests, ensuring that:



All income request forms received are date stamped, numbered and entered on the spreadsheet log



Each request complies with procedures and is properly authorised and coded



VAT status of requests is checked



All relevant details are recorded and entered into the Oracle Accounts Receivable computer system against the correct customer account



Copies of all backing documents and requests are scanned and attached to the relevant invoice in the Oracle Accounts Receivable system



The number of invoices produced and the batch totals are verified to prime records, with appropriate action taken for any discrepancies and entered on a logbook



Auto Invoice process is run and completed



Invoices and credit notes are printed or emailed, where possible, and sent promptly to customers



Customer accounts are set up in the Oracle Accounts Receivable computer system, as necessary, and relevant details are recorded in the various customer administration records kept



Resolve discrepancies and queries on customer invoices and statements by:



Answering all telephone calls promptly and politely, obtaining as much information as possible from the caller



Investigating the discrepancy or query and taking appropriate action



Recording all customer calls on the Oracle Accounts Receivable computer system and follow up as appropriate

For customers who have agreed repayment plans, either:

Send out a standing order form for completion and forward to the bank once returned; or Set up a salary deduction.



Maintain record of the repayment plans



Assist with all ongoing credit control processes as specified by Accounts Receivable Manager, including:



Checking statements and sending promptly to customers



Checking preliminary credit control letters against customer calls, generate a hold in the Oracle Accounts Receivable computer system on any customers with queries



Processing and printing Accounts Receivable credit control letters, twice weekly and sending out promptly to customers



Prepare schedules of overdue invoices and accompanying notes for review by Accounts Receivable Manager and referral to the Health Board's debt collecting agency.



Run a report of outstanding debts by Requester and send out to budget holders for review and comment



Update write-off schedule for review by Senior Finance staff.



Participate in Financial Services Department mail procedures by:



Opening and date stamping all mail received, and sorting into relevant Financial Services sections and distributing



Enter cheques and Cash received into the post register



Sort Accounts Receivable mail and deal with general correspondence



Sort daily Accounts Receivable outgoing mail into either internal or external postage.



File, sequentially, all Accounts Receivable paperwork to ensure Audit trail.



To provide advice and support to other Health Board staff on the raising of invoices and general queries regarding the Oracle Accounts Receivable computer system.



Assist in any other Accounts Receivable tasks.