Finance Assistant

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Role Overview - Finance Assistant

The Finance Assistant will provide support to the Finance Department, working across both Sales Ledger and Purchase Ledger. The role requires strong organisational skills, accuracy, and the ability to manage multiple priorities in a steady-paced environment. The ideal candidate will be confident with financial processes, proactive in problem-solving, and comfortable communicating with internal teams, suppliers, and customers.

Role specification

Sales Ledger

* Monitor and reconcile customer accounts, ensuring payments received are allocated correctly on a daily basis.

* Maintain the aged debt report, identifying and following up overdue payments.

* Support with credit control, including sending statements and communicating with customers regarding outstanding balances.

* Maintain accurate and up-to-date customer account information.

* Assist and liaise with the operations teams in resolving customer invoice queries and discrepancies professionally and efficiently.

Purchase Ledger

* Reconcile oversea supplier statements and resolve any discrepancies.

* Process oversea supplier invoices, matching to cost estimates and obtaining approvals as required.

* Maintain accurate and up-to-date supplier account information.

* Assist and liaise with suppliers and the operations teams in resolving supplier invoice queries and discrepancies professionally and efficiently.

* Monitor expenses, ensuring submissions comply with company policy.

General Finance Support

* Assist with month-end tasks, including reconciliations and reporting.

* Support internal and external audit requirements as needed.

* Provide general administrative support to the Finance team.

* Assist with ad-hoc finance projects and process improvements.

Skills & Competencies

* Strong organisational and multitasking abilities.

* A good level of accuracy and attention to detail.

* Excellent communication skills, both written and verbal.

* Ability to work independently and as part of a team.

* Proactive approach to problem-solving.

* Good time management with the ability to prioritise workload.

* Professional and confidential handling of financial information.

Experience & Qualifications

* Previous experience in a finance or accounts role (Sales Ledger, Purchase Ledger, or both).

* Good working knowledge of management accounting systems

* Proficient in Microsoft Office, particularly Excel.

* A basic understanding of accounting principles.

Personal Attributes

* Reliable, trustworthy, and committed to delivering high-quality work.

* Positive, flexible attitude with willingness to learn.

* Strong customer service mindset with a professional approach.

36.25 hrs per week office based. Mon-Fr 9am-17:15pm with 1 hr unpaid lunch
Apply
Location:
Tamworth
Salary:
£27,000 - £29,000 /annum
Job Type:
PartTime
Category:
Accounting/Financial/Insurance

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