Our Finance Team of two supports the wider business by providing accurate financial information and meaningful KPIs that inform decision-making.
A substantial part of the role is ensuring our financial information is up to date and accurate. This includes raising invoices promptly, processing purchase invoices, ensuring timely approval, and keeping Pleo credit card transactions fully reconciled with the correct receipts and descriptions.
As we work with a number of sub-consultants across our projects, you'll be responsible for checking that invoices agree with project budgets, ensuring suppliers are invoicing correctly and that costs are allocated to the appropriate projects.
Timesheet management is another important aspect. Ensuring timesheets are completed accurately and on time allows us to prepare monthly billing, monitor project performance and identify Work In Progress (WIP).
You'll also assist with reconciling project fees between our project management system CMAP, and Xero, ensuring all fees, recharges and costs are posted to the correct projects and nominal ledgers.
Cash flow is critical to any SME. The Finance Team is responsible for ensuring invoices are raised on time, outstanding debts are chased promptly, and cash flow is monitored regularly so the business can meet its financial commitments and continue to invest in its people and growth.
Alongside the day-to-day finance responsibilities, you'll support the wider business with project financial management. This includes helping project teams understand what has been invoiced, what remains to be invoiced, ensuring additional fees are captured within the project management system, and providing financial support to help projects perform successfully from start to finish.
Hours: Part-time position, of 22.5 hours per week, with distribution across the week to be agreed (7.5 hours per day maximum, and within the hours of 8am-6.30pm).
Location: Studio based, working as part of the wider team within a creative design environment.
Salary: £26-28k FTE
Key responsibilities
This is a varied role that requires strong attention to detail, excellent organisation and the confidence to work with colleagues across the business to ensure our financial information remains accurate, timely and commercially focused. Task will include:
- Monitoring finance inbox and respond to queries
- Processing purchase invoices
- Helping keep Pleo Credit Card Transactions up to date
- Reconciling supplier and customer ledgers
- Credit Control
- Helping prepare month end Invoicing
- Finance Project Reconciliation
- Timesheet analysis
- Staff Expenses
- Bank Reconciliations
- Xero to CMAP (Project Management System) Reconciliations
- Assisting with ad hoc finance and administrative tasks
Experience
Previous experience in a finance assistant or similar role would be advantageous.
Practice Information
Planit is an Employee-Owned business, with each co-owner taking personal responsibility within their areas of expertise for the benefit of the team, and success of the practice as a whole. As an accredited B Corp, we prioritise people, planet, and profit equally, and welcome candidates who share these values. Balancing environmental and social considerations within purchasing decisions and financial management will be a pertinent facet of this role.
We support our team by providing benefits that include a minimum of 22 days holiday plus bank holidays and 3 Christmas closure days, flexible start and finish times, company pension, Employee Ownership Trust Bonus, enhanced maternity and paternity pay, Salary sacrifice cycle and EV car schemes, support with professional fees and CPD.
To apply for this role, please answer the application questions, and upload a copy of your CV.
Candidates must be eligible to live and work in the UK. If you require sponsorship, please check your eligibility against the relevant criteria on the UK Government website before submitting your application.
No agencies please.
Closing date: 14 September 2026
Finance Assistant in Altrincham employer: Plan:it
Plan:it is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of London. With a strong emphasis on employee growth, we offer tailored development opportunities and a supportive environment for our team members to thrive. Join us to lead a passionate group of sales professionals and make a significant impact in the EMEA mid-market landscape.
