At a Glance
- Tasks: Manage accounts payable and receivable, ensuring accuracy and efficiency in a dynamic finance environment.
- Company: Join a growing B2B financial data company transforming its finance function.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Great visibility across the organisation and collaboration with senior finance leaders.
- Why this job: Be part of an exciting finance transformation and make a real impact on processes.
- Qualifications: 3-4 years in finance roles with experience in AP and AR processes.
The predicted salary is between 40000 - 45000 £ per year.
Accounts Assistant
Contract
Permanent
The Opportunity
We’re working with a PE-backed B2B financial data and intelligence business that is going through an exciting period of growth and transformation.
This isn't a traditional invoice-processing role.
The finance function is currently evolving, with new systems, automation and process improvements being introduced on an ongoing basis.
You'll need to be comfortable working in a hands-on environment where processes are still being developed, and be someone who enjoys finding better ways of doing things.
Reporting to the Financial Controller and working closely with the Head of Finance and CFO, you'll take ownership of accounts payable and receivable across two trading entities.
Your responsibilities will include
- Managing AP and AR processes end-to-end, ensuring accuracy and timely completion.
- Overseeing approximately 100–150 AP invoices and up to 200 AR invoices per month.
- Reviewing, approving, matching and posting invoices into Sage Intacct.
- Raising and sending sales invoices to clients and managing adjustments and queries.
- Taking ownership of the finance mailbox, ensuring queries and responses are managed efficiently.
- Setting up and managing approval matrices and helping improve finance processes.
- Supporting the ongoing automation and improvement of AP and AR processes as the finance function evolves.
- Supporting bank reconciliations, balance sheet reconciliations and cash book entries as automation continues to develop.
- Assisting with revenue recognition across Saa S annual contracts and event-based cost bucketing.
- Supporting multinational tax checking and maintaining strong financial controls.
- Working across Sage Intacct and Salesforce as the wider technology stack continues to evolve.
As the finance function matures, this role will expand beyond AP and AR, providing broader exposure to the Financial Controller and wider finance team.
About You
We're looking for someone with approximately 3-4 years of experience in a broad finance or accounts role.
You might be an Accounts Assistant, Assistant Accountant, Finance Assistant or similar, with experience across AP, AR or both.
You'll ideally have
- Experience managing accounts payable and/or accounts receivable processes.
- Strong attention to detail and experience with reconciliations.
- Confidence working with finance systems and ERP platforms.
- A proactive, hands-on approach and the ability to take ownership.
- An interest in automation, AI and improving the way finance processes work.
- The ability to work independently in a fast-paced, evolving environment.
- Experience with Sage Intacct would be beneficial but is not essential.
This is a great opportunity to join a growing business at an early stage of its finance transformation.
You'll have genuine visibility across the organisation, work closely with senior finance leadership and play an important role in shaping processes and systems rather than simply following established procedures.
If you're someone who enjoys taking ownership, solving problems and making things work better, we'd love to hear from you.
Research indicates that men will apply to a role when they only meet 50-60% of the descriptions, however, when looking at women and other minority groups, they can look for up to a 99% match in order to apply to a role.
If you feel you are a fit for our role, please still apply, don’t worry if you don’t tick every single box.
We’d still love to hear from you.
We encourage underrepresented talent to apply to all our roles & support accessibility needs
Accounts Assistant in City of London employer: Primis
Join a dynamic and rapidly growing IT Managed Services Provider in London, where you'll be part of a close-knit team dedicated to fostering genuine client partnerships. With competitive salaries, hybrid working options, and a strong focus on employee growth and well-being, this company offers an environment where your contributions directly impact success. Embrace the opportunity to work with cutting-edge technology in a supportive culture that values innovation and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Accounts Assistant in City of London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Primis. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Accounts Assistant in City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Primis.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Primis's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Primis
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Primis.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Primis will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Primis employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.