At a Glance
- Tasks: Support finance operations with accurate processing and customer support.
- Company: Join a dynamic organisation focused on financial excellence.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Collaborative team culture with opportunities for professional development.
- Why this job: Make a real impact in finance while learning and growing your career.
- Qualifications: Experience in finance or strong admin skills; IT proficiency is a must.
The predicted salary is between 25000 - 32000 € per year.
Role Purpose
To support the effective operation of the finance function through accurate financial processing, reconciliations and responsive customer and supplier support, ensuring compliance with financial controls and procedures.
Key Responsibilities
You will:
- Assist with the daily running of the finance function
- Carry out daily transaction postings, reconciliations and general administrative duties
- Respond to suppliers/customer queries within agreed timescales
- Report to the Finance and Performance Manager
Banking & Cash Management
- Process bank transactions and journals
- Pay in cheques/cash
- Enter online bank payments for approval
- Ensure banking activities are performed in line with financial controls and segregation of duties
Purchase Ledger / Creditors
- Log invoices and obtain approvals from budget holders, as part of payment processing
- Goods receipting and matching Purchase Orders (POs)
- Supplier statement review, missing invoice chasing, reconciliations
- Assist with preparation for payment runs, ensuring accuracy of data, approvals and coding
Sales Ledger / Debtors
- Set up new debtors, raise invoices/debts with approval
- Assist with debt recovery in line with policy
- Maintain accurate debtor records and ensure timely escalation of overdue debts
Credit Card Management
- Issue monthly statements to cardholders, follow up coding, and post associated journals to the general ledger
General Ledger & Support
- Journal posting, as required, including journal corrections
- Ensure journals are appropriately authorised and supported
- Raise ad-hoc purchase orders, as required
- Monitor shared Finance inbox and respond/triage
- Assist with monthly bank reconciliations
- General finance/admin support across Finance and the organisation
What do I need to be successful?
Essential
- Accounts/Finance office experience OR demonstrable finance admin experience
- Strong IT skills: Excel/Outlook/Teams (and ability to learn finance systems quickly)
- Numeracy and accuracy
- Ability to prioritise workload and manage deadlines
- Demonstrable commitment to customer-focused service delivery
Desirable
- AAT studying/qualified
- Purchase ledger/sales ledger experience
- Experience of public sector / social housing finance environment
How will I evidence my success?
- Ensure compliance with the organisation’s policies, procedures, Standing Orders and Financial Regulations
- Consistently meet agreed KPIs, timescales and quality standards
- Actively contribute to team meetings and 1-to-1s with suggestions for improvement
- Build effective working relationships across Finance and the wider organisation
- Support continuous improvement in finance processes and service delivery to customers
- Demonstrate organisational values and a strong “Customers First” approach
Finance Assistant in Somerset employer: Homes in Somerset
As a Finance Assistant at our organisation, you will thrive in a supportive and collaborative work culture that prioritises employee growth and development. We offer competitive benefits, including flexible working arrangements and opportunities for professional advancement, all within a dynamic environment dedicated to delivering exceptional service to our customers and suppliers. Join us in making a meaningful impact while enjoying the unique advantages of working in the public sector finance landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Assistant in Somerset
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, whether it's through LinkedIn or local meetups. We all know that sometimes it's not just what you know, but who you know that can help you land that Finance Assistant role.
✨Tip Number 2
Prepare for those interviews by brushing up on your financial knowledge and skills. We recommend practising common interview questions related to finance and customer service. Show them you’re not just about numbers, but also about delivering top-notch support!
✨Tip Number 3
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in keeping you fresh in their minds. We suggest mentioning something specific from your conversation to make it personal.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Finance Assistant in Somerset
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Finance Assistant role. Highlight your relevant experience in finance, especially any accounts or admin roles you've had. We want to see how your skills match what we're looking for!
Showcase Your IT Skills:Since strong IT skills are essential, don’t forget to mention your proficiency in Excel, Outlook, and Teams. If you’ve used any finance systems before, give us the details! We love tech-savvy candidates.
Be Customer-Focused:We value a customer-first approach, so make sure to include examples of how you've delivered excellent service in previous roles. Show us that you can handle supplier and customer queries like a pro!
Apply Through Our Website:Finally, don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Homes in Somerset
✨Know Your Numbers
Brush up on your financial knowledge, especially around banking transactions and reconciliations. Be ready to discuss your experience with accounts and how you've handled financial processes in previous roles.
✨Showcase Your IT Skills
Since strong IT skills are essential, make sure you can talk confidently about your experience with Excel, Outlook, and Teams. If you've used any finance systems before, be prepared to share specific examples of how you navigated them.
✨Demonstrate Customer Focus
Highlight your commitment to customer service by sharing examples of how you've effectively resolved queries or issues in the past. This will show that you understand the importance of a 'Customers First' approach.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific situations, like managing deadlines or prioritising tasks. Think of examples from your past experiences where you successfully managed your workload and met KPIs.
