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- Tasks: Join our Client Finance team to manage accounting records and support client relationships.
- Company: PoloWorks is a dynamic finance company focused on delivering exceptional client services.
- Benefits: Enjoy flexible hybrid working, private health insurance, and generous annual leave options.
- Why this job: Make a real impact in finance while developing your skills in a collaborative environment.
- Qualifications: No specific experience required; strong communication and analytical skills are essential.
- Other info: Access company volunteering days and participate in regular social events.
The predicted salary is between 21500 - 25500 £ per year.
Finance Assistant (12 month FTC)
Department: Corporate Finance
Employment Type: Fixed Term Contract
Location: Cheltenham
Reporting To: Head of Corporate Finance
Description
We are seeking a proactive and detail-oriented Finance Assistant to support the Finance team during a period of system change and ongoing operational activity. This role will be responsible for the accurate and timely processing of financial transactions across purchase and sales ledgers, supporting month-end activities, and assisting with basic system testing as part of our finance transformation programme. Please note this is a 12 month fixed term contract.
Key Responsibilities
Purchase Ledger: Process supplier invoices, ensuring accurate coding, approvals, and timely posting into the finance system.
Sales Ledger: Raise and process sales invoices, ensuring completeness, accuracy, and prompt issue to customers.
Month-End Support: Assist with accruals and prepayments to support accurate financial reporting.
Testing & System Support:
- Execute basic system testing activities following defined scripts to validate functionality.
- Log and report any issues identified during testing to relevant SMEs.
- Support SMEs in preparing the system for sign-off of more complex testing scenarios.
Reconcile supplier and customer accounts to ensure accuracy and resolve discrepancies.
Support the wider finance team with ad hoc administrative and operational tasks as required.
Skills, Knowledge & Expertise
Previous experience in a finance or accounts payable/receivable role.
Strong attention to detail and accuracy in data entry and processing.
Good understanding of basic accounting principles, including accruals and prepayments.
Comfortable following structured testing scripts or procedures.
Good communication skills with the ability to work collaboratively as part of a team.
Proficiency with finance systems and Excel.
Experience working in a finance function during a system change or ERP implementation.
Familiarity with purchase and sales ledger processes in a medium to large organization.
Demonstrates behaviours aligned to the PoloWorks PRIDE values:
- Pioneering – we don’t stand still
- Responsible – We do the right thing
- Inclusive – we all play a role
- Delivery Focused- we provide services we are proud of
- Empowering – we equip people to be their best
Job Benefits
As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.
You will also have access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.
Benefits band 1
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Finance Assistant employer: Polo
Contact Detail:
Polo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Assistant
✨Tip Number 1
Familiarise yourself with the key responsibilities listed in the job description. Make sure you can discuss how your previous experiences align with tasks like maintaining accurate accounting records and processing payments. This will show that you're not just interested in the role, but that you understand what it entails.
✨Tip Number 2
Research PoloWorks and their PRIDE values. Be prepared to discuss how you embody these values in your work. For instance, think of examples where you've demonstrated responsibility or inclusivity in a team setting, as this will resonate well with the hiring team.
✨Tip Number 3
Network with current or former employees of PoloWorks if possible. They can provide insights into the company culture and expectations for the Finance Assistant role. This information can help you tailor your approach during interviews and make a strong impression.
✨Tip Number 4
Brush up on your Microsoft Excel skills, as proficiency in this software is crucial for the role. Consider taking an online course or practicing with financial data to ensure you're comfortable discussing your capabilities during the interview.
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 and skills that align with the Finance Assistant role. Emphasise your attention to detail, client-focused mindset, and any experience with financial processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your proactive approach. Mention specific examples of how you've contributed to previous roles and how you can add value to PoloWorks.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Excel and any experience with accounting software. Also, mention your strong organisational and analytical skills, as these are crucial for the role.
Showcase Your Interpersonal Skills: Since the role involves building relationships with clients and internal teams, include examples of your strong communication and collaboration skills in your application to demonstrate your fit for the team-oriented environment at PoloWorks.
How to prepare for a job interview at Polo
✨Show Your Attention to Detail
As a Finance Assistant, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Client-Focused Mindset
PoloWorks values client relationships highly. Share instances where you successfully managed client expectations or resolved issues, showcasing your proactive and solutions-driven approach.
✨Highlight Your Analytical Skills
The role requires strong analytical abilities. Prepare to discuss how you've used data analysis in previous roles to inform decisions or improve financial processes, and be ready to solve a hypothetical problem during the interview.
✨Familiarise Yourself with Relevant Software
While knowledge of SUN/Q&A accounting software isn't mandatory, being proficient in Microsoft Excel is essential. Brush up on your Excel skills and be ready to discuss how you've used it in your previous roles to manage financial data.
