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9 months ago
Crisis Prevention Institute
Location: Manchester
Job type: Contract
Contact: Katie
Category: Finance Office Jobs


Role Title: Accounts/Operations Assistant

Reports To: Director of Financial Accounting ,HR and Operations  and Finance & Operations Team Leader

Department: Finance, HR, Health& Safety and Operations 

Role Purpose: To provide a professional and accurate service to Finance, HR, Health & Safety and  Operation Team 

Key Accountabilities and Activities 

1. Customer care

Part of a team that maintains Accounts Receivable, Accounts Payable, HR, Health & Safety and Operations.

2. Service delivery

Process Sales Invoices.

Collect customer payments for accounts receivable within 30 days, including outbound communications with customers as needed.

Print, review and mail monthly statements.

Maintain customer accounts and update on Great Plains and CRM database as needed.

Verify that transactions comply with financial policies and procedures.

Prepare batches of invoices for data entry.

Maintain listing of accounts payable.

Maintain and updated vendor files.

Receive in purchase orders.

Process all event registrations 

Complete Pre Event Calls - Payments and Number of Attendee. Inform relevant people when issues arise. 

Assist in completing month end procedures. 

Complete Audit on CRM data processing. 

3. Planning

Organisation of daily workload

4. CPD

Actively commit to self development

To utilise all learning resources available e.g. internet

Maintain good working knowledge of systems and continuing updates

To attend all internal and external meetings and training courses

5. Team work

Successful networking between members of the team

Proactively support colleagues as dictated by changing workload demands

6. Communication

To share skills and knowledge within the team

To share relevant client information with other service deliverers

7. Commercial awareness

Be aware of the scope of CPI (Europe) Services and to identify any relevant additional service opportunities within the existing and prospective customer groups

Key Contacts (External and Internal)

Director of Financial Accounting , HR and operations

Accounts Team

Senior Management Team 


Sales Team 

Quality and Validation Team  

IT department

Essential role related knowledge, skills, qualifications and experience at selection

Strong communication skills (verbal and written) 

Computer literate/Excel and Word

Team player


Strong interpersonal skills

Evidence of a commitment to CPD 

Strong organisation / time management skills

Customer / client focused

Self motivated and able to work with the minimum of supervision

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