Finance Assistant

Finance Assistant

Heywood Part-Time 28800 - 43200 £ / year (est.)
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At a Glance

  • Tasks: Manage cashflow forecasting, invoice processing, and credit control tasks.
  • Company: Join a dynamic finance team focused on growth and efficiency.
  • Benefits: Flexible 32-hour work week with potential for remote work.
  • Why this job: Gain hands-on experience in finance while working in a supportive environment.
  • Qualifications: AAT qualified or equivalent experience with strong Excel skills required.
  • Other info: Opportunity to work with Xero software and develop your finance career.

The predicted salary is between 28800 - 43200 £ per year.

Daily/Weekly Cashflow forecasting and reporting to the Group Finance Manager

Sales Ledger Invoice processing, issuing of monthly Customer statements and allocation of payments

Credit control duties, analysis of due/overdue Accounts Receivables and contacting customers to secure payment dates

Purchase Ledger Invoice processing, Statement Reconciliation, analysis of due/overdue Accounts Payable and setting up bank payments to suppliers

Processing weekly & monthly wages and expense payments using Xero (with Pensions Module)

Weekly uploading of pension file contributions to the Company workplace pension provider

Deducting subcontractor tax for online monthly submission under the HMRC`s CIS programme

Issuing monthly CIS tax statements to subcontractors

Setting up Monthly PAYE/NIC/CIS payments to HMRC

Quarterly VAT reconciliation, return and setting up payment to HMRC

Creating project files & maintaining financial information within these files

Supervision of timesheet information which is entered on a weekly basis on Job Costing

Monitoring of costs & staged payment billings by project on Job Costing

Essential:

AAT Full or Part Qualified or Qualified by experience with at least 2 years` experience in a similar role

Good working knowledge of Microsoft Excel

High customer service ethos (internal & external)

Excellent. communication and organisational skills.

Can-do attitude and ability to work independently and within a team.

Self-confident, proactive and comfortable with taking initiative.

Ability to anticipate the needs of the company.

Desirable:

Experience of Xero Accounting and Payroll Software

Hours of employment:

32 hours per week with some flexibility on days/hours – to be discussed at interview

Please send your updated CV OR call me – 07483919913

Finance Assistant employer: James Ltd

Join our dynamic team as a Finance Assistant, where we prioritize employee growth and development in a supportive work environment. With flexible working hours and a strong emphasis on collaboration, we offer a unique opportunity to enhance your skills while contributing to meaningful financial processes. Our commitment to high customer service standards and a proactive culture ensures that you will thrive both personally and professionally in this role.
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Contact Detail:

James Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Assistant

✨Tip Number 1

Familiarize yourself with Xero Accounting and Payroll Software, as this is a desirable skill for the Finance Assistant role. Consider taking an online course or watching tutorial videos to boost your confidence in using this software.

✨Tip Number 2

Brush up on your Excel skills, especially in areas like cash flow forecasting and data analysis. Being proficient in Excel will not only help you in your daily tasks but also impress the hiring team during the interview.

✨Tip Number 3

Prepare to discuss your previous experience in credit control and accounts receivable management. Be ready to share specific examples of how you've successfully managed overdue accounts and secured payment dates from customers.

✨Tip Number 4

Showcase your customer service ethos by thinking of ways you've gone above and beyond in previous roles. Highlighting your ability to communicate effectively with both internal teams and external clients will set you apart from other candidates.

We think you need these skills to ace Finance Assistant

Cashflow Forecasting
Sales Ledger Management
Invoice Processing
Credit Control
Accounts Receivable Analysis
Customer Communication
Purchase Ledger Management
Statement Reconciliation
Bank Payment Setup
Wage Processing
Expense Payment Processing
Xero Accounting Software
Pensions Module Knowledge
CIS Tax Submission
PAYE/NIC/CIS Payments
VAT Reconciliation
Project File Management
Job Costing Monitoring
Microsoft Excel Proficiency
Customer Service Skills
Organizational Skills
Proactive Attitude
Teamwork and Independence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in finance, particularly in cashflow forecasting, invoice processing, and credit control. Use specific examples that demonstrate your skills and achievements in these areas.

Craft a Strong Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Mention your AAT qualifications and any experience with Xero Accounting software, as well as your customer service ethos and communication skills.

Highlight Relevant Skills: In your application, emphasize your proficiency in Microsoft Excel and your ability to work independently or as part of a team. Showcase your proactive attitude and how you can anticipate the needs of the company.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in a finance role.

How to prepare for a job interview at James Ltd

✨Showcase Your Experience

Be ready to discuss your previous roles in finance, especially any experience related to cashflow forecasting, invoice processing, and credit control. Highlight specific examples where you successfully managed accounts receivables or payables.

✨Demonstrate Excel Skills

Since a good working knowledge of Microsoft Excel is essential, prepare to discuss how you've used Excel in your past roles. You might even want to mention specific functions or tools you've utilized to streamline financial processes.

✨Emphasize Customer Service

With a high customer service ethos being crucial, think of instances where you provided excellent service to internal or external clients. Be prepared to explain how you handle difficult situations or ensure timely communication with customers.

✨Prepare for Team Dynamics

As the role requires both independent work and teamwork, be ready to discuss how you balance these aspects. Share examples of how you've collaborated with colleagues or taken initiative on projects while also managing your own tasks.

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