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Level 2 Accounts or finance Assistant

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Level 2 Accounts or finance Assistant

Level 2 Accounts or finance Assistant

The broad purpose of the occupation is to carry out accounting and finance tasks. These tasks support the creation of items such as financial statements and other data. Their work is carried out under supervision following set procedures for most tasks. Such tasks may include financial data entry, reconciling figures, trial balances, double-entry bookkeeping, handling accounts payable and receivable.

An accounts or finance assistant is an integral part of the team responsible for maintaining an efficient and accurate finance function within an organisation.

The accounts or finance assistant is responsible for assisting accountants with routine duties. These can vary depending on the team structure and size of business. They use digital finance and accounting systems and tools to collate and enter data. An accounts or finance assistant’s work would include tasks such as financial and accounting data entry and basic bookkeeping duties. They will also work with sales or purchase ledgers. They will run calculations to ensure that records and payments are correct and may be involved in the recording of cash transactions.

The EPA is the culmination of the Apprentice’s training programme and provides them the opportunity to demonstrate the full range of knowledge, skills and behaviours in the published standard.

Teaching

Having completed a minimum of 8 months on programme training and completed the required amount of off-the-job hours specified by the apprenticeship funding rules, the apprentice will undertake an Interview and an Integrated Knowledge test.

01. Application

Once the Employer has decided to use the Academy4PM for the EPA of their learner, the Employer will be required to complete and submit the Academy4PM EPA Application Form which activates the EPA process and initiates EPA for the Apprentice.
02. Submission

At Gateway, this EPA requires a gateway application form and the pass evidence of integrated qualification modules by the Apprentice in electronic form to the EPAO.
03. Review

The assessor panel, once selected and any identified conflicts of interest have been resolved, will review the submitted documentation in preparation for the Interview.

04. Panel

The assessment will be led by an Academy4PM assessor who will act as independent assessor and may include representatives from the employer or learning provider free of any direct conflict of interest. The assessor panel will contain members who have:
- Have, maintain and be able to evidence up-to-date knowledge and expertise of the occupation.
- Have the competence to assess the EPA and meet the requirements of the IQA section of this EPA plan.
- Understand the apprenticeship’s occupational standard and EPA plan.
The Academy4PM will have the final decision on grading.
05. Assessment

The EPA will assess the full range of knowledge, skills and behaviours listed in the published Standard utilising the following:
- Interview lasting around 60 minutes with a minimum of 6 questions asked
The above is an opportunity for the apprentice to demonstrate the skills, knowledge and behaviours required in their day-to-day work.

Academy4PM End Point Assessment Process

Final Outcome

Once the lead Assessor has concluded the Apprentices Interview, the Assessor Panel will review and finalise their marks and provide the Academy4PM with an overall grading recommendation. Both assessment methods are weighted equally in their contribution to final EPA grade.

All EPA methods must be passed for the EPA to be passed overall. Apprentices must gain a pass in both methods to gain a pass overall. Apprentices must gain a distinction in both assessment methods to gain a distinction overall.

Re-sits/Re-takes

If the Apprentice does not achieve initial EPA, detailed feedback on Learning Areas for improvement will be provided to the Apprentice (via the Employer) with the end result. A re-sit is typically taken within 1 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 4 months of the EPA outcome notification.

Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.

Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.

The apprentice will get a maximum EPA grade of Distinction for a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.

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