Finance Assistant (part-time) in Leeds

Salary

£27,000 – £31,000 (FTE pro rata) depending on skills and experience

Hours and location

This is a part-time role (22.5 hours per week) based in Leeds, UK. We offer hybrid working and flexible hours to everyone in the team, but this is not a fully remote opportunity.

Benefits package

As part of our commitment to making Engage a great place to work, we’ve built a comprehensive benefits package that fuels our thriving culture and delivers an exceptional, well‑rounded employee experience. Some of our most popular perks are:

• We’re
• 25 days holiday + bank holidays (FTE) – rising after 5 years
• Company performance linked bonus scheme
• Comprehensive private health insurance
• 5% company pension scheme
• Access to your own financial coach
• Free on‑site gym
• Hybrid working
• An award‑winning office
• Your birthday off
• Regular socials and summer conference and more…

What we’re looking for

The role is responsible for administrative support within the finance function. Primarily, processing purchase orders & transactions, as well as reconciling supplier statements & bank accounts. Involvement in the credit control process is also required, including regular communication with clients.

Responsibilities

Purchase ledger

• Managing supplier accounts within Xero, making sure all correspondence details, including bank details, are checked and correct
• Accurate processing & posting of purchase invoices
• Supplier statement reconciliation
• Answering supplier queries via phone or email
• Ensuring VAT is correctly accounted for all transactions

Sales ledger

• Managing client accounts within Xero, making sure all data is up to date
• Using our project management software (Productive) and CRM tool (Airtable) to make sure all sales invoices raised are correct and sent out on time
• Reconciling client accounts, sending out statements monthly and ad‑hoc on request
• Key contact for external sales‑related queries on email or phone as well as being the first point of contact internally for invoice‑related queries
• Handle credit control
• Ensuring VAT is correctly accounted for all transactions
• Supporting month‑end reporting for the wider finance team

Month end reconciliation

• Assisting with month‑end and year‑end close activities
• Month end reconciliation of balance sheet accounts, including:
• Bank reconciliations for multiple accounts and currencies
• Accruals/Prepayment
• General Control Accounts

General finance duties

• Managing shared Inboxes
• Oversee & process company debit card transactions as well as any staff expense claims. Seeking relevant approval where necessary and processing onto Xero in a timely manner
• Any additional ad‑hoc administrative duties which will support the finance function
• To be an advocate for all company processes and continuous improvement within the finance department.

You’ll have:

• High proficiency in Microsoft Excel & accounting software (Xero experience is desirable)
• AAT or equivalent qualifications are desirable. Consideration will also be given to part‑qualified candidates
• Excellent analytical and numerical abilities
• Accuracy and an eye for detail
• The ability to multitask
• Confidence in dealing with suppliers, clients and colleagues