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Overview:This company is a direct lender to small businesses in the UK. We provide unsecured, short-term business loans. We cut the red tape, reduce the paperwork, and eliminate the hassle to get small businesses the finance their business needs fast.
The Finance Assistant will:
- Set up Direct Debit mandates for all customers
- Set up customer payments in Lloyds, and make payments within mandate provided
- Support with Customer Service, eg provide statements to customers, settlement figures, etc
- Record and maintain accurate financial transactions on Xero
- Process accounts payable, manage invoices and make sure payment terms are met
- Reconcile bank accounts, credit cards, and other financial accounts
- Ad-hoc MI requests, working with the Finance Director
Knowledge, Skills and Abilities:
- AAT or similar accountancy qualification
- Bookkeeping experience
- Strong communicator with clear speech and writing
- Good mathematical skills
- Strong experience in working with financial data
- Excellent excel skills and use of different functions
- Effective team player with the ability to work independently, exercise initiative and take ownership of projects
- Good time management skills to work on deadline driven projects
- Commitment to continuous improvement
- Sense of accountability and pride in their work
- Ideally experience of using Salesforce and Xero
