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- Tasks: Join us as a Finance Assistant, handling invoices, payments, and client queries daily.
- Company: Be part of a reputable Professional Services business with a strong finance team.
- Benefits: Enjoy a collaborative work environment and gain valuable finance experience.
- Why this job: Perfect for those looking to kickstart their finance career in a supportive setting.
- Qualifications: Previous accounts experience is a plus, but we value your attention to detail and organization.
- Other info: Familiarity with systems like Xero and IRIS is helpful, but not required.
Portfolio Credit Control are currently partnered with a well-established and reputable Professional Services business, who are currently looking to strengthen the Finance function with a Finance Assistant (AR/AP Analyst) This opportunity will suit someone who had exposure to a transactional finance role across either both or one of the AP/AR competencies. Key Responsibilities: Ensuring timesheets are received from all staff daily, entering them into our time system, reconciling and producing month end reports. Purchase Ledger Coding and inputting supplier invoices. Reviewing due dates of invoices ensuring invoices are signed off in time for payment runs. Processing payments through the bank and sending out remittance. Liaising with suppliers on queries. Ensuring client costs are recharged accordingly. Reviewing submitted expenses and paying employee expenses. Supplier statement reconciliations. Sales Ledger Raising sales invoices to clients. Posting receipts daily. Uploading monthly charges onto client's WIP. Liaising with clients on invoice queries. Publishing monthly cost reports to Partners for billing. Producing daily receipts reports for Partners. Maintaining client and supplier databases including creating new accounts, amending addresses, archiving closed accounts, etc. Ensuring credit card spend is coded weekly and all spend supported by receipts. Client money account administration, including posting receipts, payments, opening & closing accounts. Reconciling and posting petty cash and company credit cards. Liaising with internal and external stakeholders on ad-hoc queries. Maintaining digital filing records of all paperwork. Supporting otherwise within the finance team, including credit control. Systems used- IRIS time and fees, Xero, Approval Max, Zoho expenses, SOS legal. Previous experience useful but not essential. Requirements: Previous accounts experience (sales and/or purchase ledger) Experience with systems such as IRIS time and fees, Xero, Approval Max, Zoho expenses, and SOS legal is desired but not essential. Organised with good attention to detail. Confident multi-tasker with good understanding of Excel. 49218BR INDCC
Finance Assistant employer: Portfolio Credit Control
Contact Detail:
Portfolio Credit Control Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Assistant
✨Tip Number 1
Familiarize yourself with the specific software mentioned in the job description, like IRIS, Xero, and Zoho. Even if you haven't used them before, understanding their functionalities can give you an edge during interviews.
✨Tip Number 2
Highlight any experience you have with accounts receivable and payable tasks. Be ready to discuss specific examples of how you've managed invoices, reconciled accounts, or handled supplier queries in previous roles.
✨Tip Number 3
Showcase your organizational skills by preparing a brief overview of how you manage multiple tasks and deadlines. This will demonstrate your ability to handle the fast-paced environment described in the job listing.
✨Tip Number 4
Network with professionals in the finance sector, especially those who work in similar roles. They can provide insights into the company culture and expectations, which can be invaluable during your application process.
We think you need these skills to ace Finance Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in accounts, particularly in sales and purchase ledger roles. Emphasize any familiarity with systems like IRIS, Xero, or Zoho expenses.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Finance Assistant role. Mention specific responsibilities from the job description that you are excited about and how your skills align with them.
Highlight Attention to Detail: Since the role requires good attention to detail, provide examples in your application of how you've successfully managed tasks that required precision, such as reconciling accounts or processing invoices.
Showcase Your Multi-tasking Skills: The job involves liaising with various stakeholders and managing multiple tasks. Include examples in your application that demonstrate your ability to juggle different responsibilities effectively.
How to prepare for a job interview at Portfolio Credit Control
✨Show Your Attention to Detail
As a Finance Assistant, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved processes.
✨Familiarize Yourself with Relevant Software
While previous experience with systems like IRIS, Xero, and Zoho is desired but not essential, showing that you have researched these tools can set you apart. Mention any similar software you’ve used and express your willingness to learn.
✨Demonstrate Your Organizational Skills
The role requires managing multiple tasks simultaneously. Prepare to share how you prioritize your workload and keep track of deadlines, especially in a finance context.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific finance-related scenarios, such as resolving invoice discrepancies or managing supplier queries. Think through potential challenges and your strategies for overcoming them.
