Accounts Assistant

Cherry Professional - Relationship Led Recruitment; Syston; On-site; GBP 22,000 - 30,000; Full time

Job summary

Cherry Professional - Relationship Led Recruitment is seeking a Finance Assistant to join a small team in Syston (LE7). The role focuses on bookkeeping, invoicing, data maintenance and cash allocation, with day-to-day tasks across Sage, Xero and Excel.

You will handle customer queries, process invoices, manage portals, perform bank reconciliations and assist with the Purchase Ledger. The role is full-time, Monday to Friday, office-based, with a focus on accuracy and professional conduct.

Qualifications

• Experience with Sage and Xero accounting software.
• Strong Excel skills including pivot tables and lookup functions.
• Excellent phone etiquette and verbal communication.
• Organisational skills with ability to prioritise tasks.
• Attention to detail and accurate data entry.

Responsibilities

• Investigate and respond to customer queries and escalate as needed.
• Process and reconcile invoices and maintain records.
• Upload and manage invoices on portals to prevent payment delays.
• Maintain and update customer master data.
• Support cash allocation and bank reconciliation processes.
• Assist with Purchase Ledger and processing purchase invoices.
• Adhere to company policies and maintain professional standards.

Skills

Sage

Xero

Excel pivot/lookup

Job description

The Opportunity

Formed in only 2015, my client continues to grow, both organically and via acquisition. Required is a Finance Assistant to work within a small team tasked with a broad range of accounting tasks, lergely bookeeping and transactional related.

Responsibilities

• Customer Query Resolution: Investigate and respond to customer queries, escalating issues where necessary.
• Action credits once resolved and maintain accurate records.
• Invoice Processing: Accurately process key account invoices, ensuring timely collation and submission to designated customer email addresses.
• Portal Management: Upload invoices from and to, our own and relevant customer portals promptly, to prevent payment delays.
• Data Maintenance: Maintain and update customer master data to ensure accurate and up-to-date records.
• Cash Allocation: Support the finance team by assisting with the allocation of cash to customer accounts.
• Processing bank transactions and reconciliation of bank accounts
• Maintaining and processing our Expenses software
• Processing purchase invoices and assisting with the Purchase Ledger
• Any other tasks required
• Compliance & Conduct: Adhere to all company policies and procedures while maintaining the highest professional and ethical standards. Promote a strong customer service culture.

Requirements

• Previous Finance Assistant experience is essential, with a focus on Sage and/Xero exposure with excel capabilities to pivot / look up level.
• Excellent phone etiquette with strong verbal communication skills
• Demonstrated organisational skills with the ability to prioritise tasks effectively
• Attention to detail for accurate data entry
• Non-studier - for this role, progression is limited

Full time role, Mon-Fri, 9am to 5pm. Office based, no hyrid. Syston LE7