Finance Trainee - Accounts & Compliance

The Finance Trainee, Accounts & Compliance will support the Finance & 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.

Reporting Line

Reports to: Finance Manager

Works closely with: Finance & Accounts Officer, HR, Operations, and Procurement

1. Invoicing Support

• Assist in preparing and issuing client invoices accurately and on time.

• Verify that invoices align with approved price lists and system records before issuance.

• Provide invoicing cover when other team members are unavailable.

2. Accounts Payable Assistance

• Collect, review, and organise supplier bills and supporting documentation for the Finance Officer.

• Assist with weekly data entry of supplier bills into QuickBooks under supervision.

• Help file ETR invoices and link them within the appropriate payment and filing systems.

• Update the payments projections tracker with approved but unpaid invoices.

3. Petty Cash & Expense Recording

• Record petty cash expenses weekly in QuickBooks under the guidance of the Finance Officer.

• Support regular petty cash reconciliations and help prepare top-up requests.

• Maintain accurate records of all petty cash transactions.

4. Payments Processing Support

• Assist in maintaining the weekly payments tracker, ensuring documentation is complete and accurate.

• Help collate payment projections received from other departments ahead of the weekly payment run.

• Support the preparation of clinic partner payouts for processing every Friday.

5. Statutory & Compliance Support

• Assist the Finance Officer in preparing data required for statutory filings, including PAYE, VAT, and Withholding Tax (WHT).

• Help maintain organised records to support regulatory and tax compliance.

6. Reporting & Reconciliation Assistance

• Assist in updating the cash flow report with current data.

• Provide data inputs for monthly management accounts and Profit & Loss reports.

7. Systems & Price List Support

• Assist in updating new tests and insurance provider pricing in the SMART EMR system.

• Help ensure consistency between SMART EMR, invoicing, and the official price list.

• Support any other finance and operations tasks as assigned.

• A degree or diploma in Finance, Accounting, Commerce, or a related discipline (recent graduates welcome).
• Foundational understanding of basic accounting principles (debits, credits, double entry).
• Proficiency in Microsoft Excel; exposure to QuickBooks or any accounting software is a plus.
• High level of accuracy and thoroughness when handling financial data.
• Organised, reliable, and able to work to deadlines.
• Good communication skills and the ability to work cooperatively with multiple teams.