Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage accounts payable and receivable, set up clients, and assist with finance projects.
- Company: Join a successful logistics business in Wincanton with a strong reputation and onsite parking.
- Benefits: Enjoy competitive salary, potential for growth, and a supportive team environment.
- Why this job: Be part of a dynamic team, gain valuable experience, and contribute to a thriving company.
- Qualifications: 18 months of relevant experience; AAT qualification preferred but not essential.
- Other info: Opportunity to learn MS Dynamics/Navision and develop your finance skills.
The predicted salary is between 20000 - 24000 £ per year.
Trial Balance Consulting are delighted to have been exclusively engaged by a past client; a long established and highly successful specialist logistics business based in Wincanton (with onsite parking). Due to continued expansion, the company now seek to recruit a Finance Assistant to join their small but experienced accounting function.
This is a broad role with a particular focus on leading the accounts payable and receivable function. Key responsibilities to include:
- Day-to-day management of the accounts receivable function
- Setting up new clients on MS Dynamics/Navision
- Aged debtor maintenance
- Administration of invoice discounting facility
- Overall management of accounts payable function
- Reconciliation of purchase ledger invoices
- Preparing supplier payment runs
- General ledger analysis
- Other ad-hoc finance tasks and assisting with accounting projects
For this role we’re seeking a candidate who possesses at least 18 months of experience gained within a similar environment, either part/fully AAT or qualified by experience. Previous experience using MS Navision would be advantageous but not essential for candidates with a strong aptitude to learn a new platform.
For further details and to apply for this position, please contact Dan Saunders quoting reference DS9216.
Finance Assistant employer: Trial Balance
Contact Detail:
Trial Balance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Assistant
✨Tip Number 1
Familiarise yourself with MS Dynamics/Navision, even if you haven't used it before. There are plenty of online resources and tutorials that can help you get a basic understanding of the software, which will show your initiative and willingness to learn.
✨Tip Number 2
Highlight your experience in accounts payable and receivable during any networking opportunities. Engage with professionals in the finance sector on platforms like LinkedIn, as they might provide insights or even referrals for the role.
✨Tip Number 3
Prepare to discuss specific examples from your previous roles where you've successfully managed financial tasks. This could include how you handled aged debtors or reconciled invoices, as concrete examples will make you stand out.
✨Tip Number 4
Research the logistics industry and the specific company you're applying to. Understanding their business model and challenges can help you tailor your conversation and demonstrate your genuine interest in the role.
We think you need these skills to ace Finance Assistant
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Finance Assistant position. Tailor your application to highlight your relevant experience in accounts payable and receivable.
Highlight Relevant Experience: Make sure to emphasise your 18 months of experience in a similar finance role. Include specific examples of your work with accounts receivable, invoice management, and any experience with MS Dynamics/Navision, even if it's limited.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are a great fit for the Finance Assistant role. Mention your enthusiasm for the logistics industry and how your skills align with the company's needs.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in finance roles.
How to prepare for a job interview at Trial Balance
✨Know Your Numbers
As a Finance Assistant, you'll be dealing with numbers daily. Brush up on your financial terminology and be prepared to discuss your experience with accounts payable and receivable. Highlight specific examples from your past roles where you successfully managed these functions.
✨Familiarise Yourself with MS Dynamics/Navision
While previous experience with MS Navision is advantageous, it's not essential. However, showing that you've done your homework on the software can impress interviewers. Consider mentioning any similar systems you've used and your ability to adapt to new platforms quickly.
✨Demonstrate Attention to Detail
In finance, accuracy is key. Be ready to provide examples of how you've ensured precision in your work, whether through reconciliation processes or managing invoices. This will show that you understand the importance of detail in financial tasks.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think about challenges you've faced in previous roles, particularly in managing aged debtors or preparing payment runs, and how you overcame them. This will showcase your practical experience and critical thinking.
