AAT Finance Assistant

We are a social-first agency helping global brands, household names, and high-growth scale-ups accelerate their business growth. Our full-service offering includes Social, Paid, Creative, Influencer, and Strategy.

Work From Home: we operate a hybrid model where team members come to the office 3 days (or 60%) of a week. A lot of our team loves working collaboratively, but they also like the option and balance of working from home.

Benefits Package: Our collaboration with Bupa & Perkbox grants you access to a spectrum of health services, discounts, benefits, and perks. Enjoy your birthday off and kickstart a healthier commute with our cycle-to-work scheme, all yours upon successfully completing your probationary period.

Flexible hours: some people are early birds, and others like to start later. We welcome applications from individuals regardless of their race, ethnicity, sexual orientation, religion, age, gender, or disability status.

At The Social Shepherd, we owe our success to people and processes, and as we continue to grow we are expanding our Internal department to ensure the smooth running of our financial operations.

Ideally, this person would have some experience in a similar role and be looking to further develop within a finance team. As part of a small Operations team, there may be times when this role is required to step in, supporting the team with responsibilities outside of day-to-day finance tasks.

This role will report into the Finance Manager, who in turn reports to the Managing Director, based in our Bath office.

Key Responsibilities:

• Perform a key supporting role in ensuring the accurate and timely processing of financial transactions and maintaining robust financial records.
• Support the Finance Manager in maintaining compliance with financial regulations and company policies.
• Identify potential process improvements, helping to streamline workflows and enhance overall efficiency while collaborating with the team/wider business to find effective solutions.
• Daily bank and credit card reconciliations.
• Accounts Payable: accurately coding supplier invoices, identifying accruals and prepayments, and posting journals accordingly.
• Accurately coding business transactions and staff expenses, ensuring all spend is in line with company policies, and sufficient funds are on the account.
• Liaise with internal departments and external suppliers to resolve financial discrepancies, improve processes, and support with queries/understanding.
• Ad-hoc tasks and support; assist with various projects and tasks as required by the finance/operations team.

Minimum 1 year experience in a finance or accounting role. Studying (or considering studying) relevant certifications (e.g., CIMA or AAT). Proficiency in Google Sheets (or Microsoft Excel), including pivot tables, VLOOKUP, etc., and accounting software (e.g., Xero).