Financial Assistant

Financial Assistant

London Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our finance team to manage daily banking, prepare reports, and support month-end processes.
  • Company: Orla Rose Associates is a dynamic firm in professional services, offering a collaborative work environment.
  • Benefits: Enjoy a full-time role with opportunities for growth and development in a supportive team.
  • Why this job: This role offers hands-on experience in finance, perfect for building your career in a reputable firm.
  • Qualifications: Finance qualification (AAT/ACCA/CIMA) and experience in internal finance roles are essential.
  • Other info: Flexible working hours and a chance to make a real impact within the finance department.

The predicted salary is between 36000 - 60000 Β£ per year.

This range is provided by Orla Rose Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Orla Rose Associates

Finance Assistant

We are looking for a Senior Finance Assistant to join our internal finance department. This person will work closely with the Finance Team Manager, support other Finance team members and become a key point of contact for internal finance-related queries from across the Firm.

Responsibilities

  • Preparing monthly journals and assisting the Finance Team Manager with the month end process and reporting to the Operational Management Board
  • Daily bank reconciliations in Twinfield
  • Daily banking duties as follows:-
  • Post daily transactions from online banking system into Twinfield
  • Maintain and reconcile the cashbook
  • Distribute the daily banking report to partners and managers
  • Produce and distribute the monthly WIP and Aged Debt reports to partners and managers
  • Update monthly spend reports for departments and internal committees
  • Reconcile the monthly credit card statement, ensuring all receipts are collated
  • Generate and issue the quarterly payroll bills using CCH
  • Review staff expenses using Webexpenses, ensuring all are within policy, and uploading them to Twinfield for the weekly payment run
  • Oversee the purchase ledger function, ensuring supplier queries are resolved and supplier invoices are paid promptly in the weekly payment run
  • Assist the Finance Team Manager with the administration of the tax enquiry protection scheme, provided by Markel Tax
  • Supporting the client account function with ad-hoc requests and assisting to improve the

Requirements

  • Finance based qualification (e.g. fully qualified AAT or part-qualified ACCA/CIMA)
  • Previous experience in a mid-level, internal finance role
  • Good numeracy skills and understanding of accounting concepts
  • Previous experience assisting with the month end reporting process
  • Excellent attention to detail and organisational skills
  • Advanced Microsoft Excel skills, including experience with VLOOKUP and SUMIF formulas
  • Good communication skills, both verbal and written
  • Flexibility to assist with any ad-hoc duties, as required by the management team
  • Ability to use your own initiative and be able to self-manage your workload

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing and Administrative

  • Industries

    Professional Services, Financial Services, and Law Practice

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Financial Assistant employer: Orla Rose Associates

At Orla Rose Associates, we pride ourselves on fostering a collaborative and supportive work environment where every team member is valued. As a Senior Finance Assistant in our London office, you will benefit from competitive remuneration, opportunities for professional development, and the chance to work alongside experienced finance professionals in a dynamic setting. Our commitment to employee growth and a positive workplace culture makes us an exceptional employer for those seeking meaningful and rewarding careers in finance.
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Contact Detail:

Orla Rose Associates Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Financial Assistant

✨Tip Number 1

Familiarise yourself with the specific software mentioned in the job description, like Twinfield and CCH. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview.

✨Tip Number 2

Brush up on your advanced Excel skills, especially VLOOKUP and SUMIF formulas. Being able to demonstrate your proficiency in these areas can set you apart from other candidates.

✨Tip Number 3

Prepare to discuss your previous experience with month-end reporting processes. Be ready to share specific examples of how you've contributed to this in past roles, as it’s a key responsibility for this position.

✨Tip Number 4

Showcase your communication skills by preparing questions to ask during the interview. This not only demonstrates your interest in the role but also your ability to engage effectively with team members across the firm.

We think you need these skills to ace Financial Assistant

Finance Qualification (AAT, ACCA, CIMA)
Numeracy Skills
Understanding of Accounting Concepts
Month-End Reporting Experience
Attention to Detail
Organisational Skills
Advanced Microsoft Excel Skills
VLOOKUP and SUMIF Proficiency
Verbal Communication Skills
Written Communication Skills
Flexibility for Ad-Hoc Duties
Self-Management
Initiative

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the Financial Assistant role. Emphasise your finance qualifications, such as AAT or ACCA/CIMA, and any specific software experience like Twinfield or Excel.

Craft a Strong Cover Letter: Write a cover letter that addresses the key requirements mentioned in the job description. Explain how your previous experience has prepared you for the tasks listed, such as month-end reporting and bank reconciliations, and express your enthusiasm for the role.

Showcase Your Skills: In your application, highlight your numeracy skills and attention to detail. Provide examples of how you've successfully managed financial tasks in the past, particularly those related to reporting and reconciliation.

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

How to prepare for a job interview at Orla Rose Associates

✨Showcase Your Financial Knowledge

Make sure to brush up on your financial concepts and accounting principles. Be prepared to discuss your previous experience in finance roles, especially any involvement with month-end processes and reporting.

✨Demonstrate Attention to Detail

Given the nature of the role, it's crucial to highlight your attention to detail. Bring examples of how you've successfully managed tasks that required precision, such as reconciliations or preparing reports.

✨Excel Skills are Key

Since advanced Microsoft Excel skills are a requirement, be ready to discuss your proficiency with functions like VLOOKUP and SUMIF. You might even want to mention specific projects where you utilised these skills effectively.

✨Prepare for Communication Scenarios

As this role involves liaising with various stakeholders, think of examples where you've communicated complex financial information clearly. Practice articulating your thoughts on how you would handle internal finance-related queries.

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