Finance Assistant

Location: Cheltenham, Gloucestershire
Hours: Fulltime| Hybrid
Salary: 26,000 - 28,000

As the business continues to grow, additional support is required within the finance department. This role will help maintain efficient financial operations while also contributing to the development of systems and processes for a more dynamic finance function.

Key Responsibilities of a Finance Assistant:

Monitor and manage the finance inbox, ensuring timely responses.
Process invoices using Xero, ensuring accuracy and compliance.
Verify invoices have the necessary approvals before processing via Approval Max.
Set up and manage regular payment runs.
Oversee and process team expenses.
Perform weekly bank reconciliations within Xero.
Maintain oversight of the purchase ledger, ensuring suppliers are paid on time.
Track and monitor cash flow to support financial planning.
Carry out month-end tasks, including maintaining control accounts and preparing reports.
Communicate effectively with suppliers and internal teams.
Reconcile client payments to ensure accuracy.
Assist the broking team with client and insurer queries.
Collaborate with wider teams to improve processes, enhance efficiency, and refine financial operations.

Key Skills of a Finance Assistant:

Previous experience in a finance role with a desire to take ownership of responsibilities.
Self-motivated with a proactive approach to growth and development.
Strong attention to detail with a commitment to accuracy and consistency.
Basic understanding of purchase ledger responsibilities is beneficial.
Experience with Xero and Approval Max is ideal, but training will be provided.
Comfortable working with numbers and confident using Excel.
Willingness to adapt and evolve the role as the business grows.
Able to thrive in a fast-paced environment, managing workload effectively to meet deadlines.
A good fit for someone currently studying or considering studying AAT.

To be considered for this role, apply now or get in touch with Katie Tyrrell at First Base Employment.