Finance Analyst

Step One; Woking; On-site; GBP 30,000 - 40,000; Full time

Job summary

A progressive financial services company in Woking is seeking a talented full-time Finance Analyst to enhance its Finance Department. This role is perfect for candidates with strong analytical skills and a desire to grow in a supportive team environment. Responsibilities include cash reconciliations and financial reporting. Applicants should be studying or planning to study AAT, ACCA, or CIMA, and possess excellent attention to detail and Microsoft Excel skills.

Benefits

Competitive salary

Comprehensive range of employee benefits

Dynamic and supportive team culture

Opportunity to grow within the company

Qualifications

• 1+ year's experience in a finance or accounting role is preferred.
• Studying or planning to study AAT, ACCA, or CIMA.
• Strong Microsoft Excel skills required.

Responsibilities

• Perform daily cash reconciliations to ensure payment activity aligns with company records.
• Support accurate period-end financial reporting.
• Assist in producing financial reports and analysis for management.

Skills

Strong Microsoft Excel skills

Excellent attention to detail

Confident communicator

Problem-solving mindset

Proactive and self-motivated

Education

AAT, ACCA, or CIMA qualification

Job description

Overview

We are seeking a talented and motivated full‑time Finance Analyst to join our Finance Department at an exciting time of business growth and transformation. This role is ideal for someone with strong analytical skills and a keen interest in finance, looking to develop their career within a fast‑paced and supportive team environment. A-level educated (or equivalent).

Responsibilities

• Perform daily cash reconciliations to ensure payment activity aligns with company records.
• Reconcile operational accounts and monitor cash positions.
• Support accurate period‑end financial reporting.
• Facilitate payouts of approved loans.
• Assist in producing financial reports and analysis for management.
• Handle finance‑related queries from internal teams and external stakeholders.
• Liaise with customers, suppliers, and manage debtor/creditor communications.
• Help resolve ad‑hoc finance queries as needed.

Qualifications

• Studying/planning to study AAT, ACCA, or CIMA.
• 1+ year’s experience in a finance or accounting role (mortgage, credit, or financial services a plus).
• Strong Microsoft Excel skills.
• Excellent attention to detail and organisational skill.
• Confident communicator with a problem‑solving mindset.

Personal Attributes

• A strong team player with a friendly, professional approach.
• Proactive and self‑motivated with a "can‑do" attitude.
• Pragmatic, flexible, and solutions‑focused.
• Committed and conscientious, with a drive to deliver results.
• Honest, reliable, and operates with integrity.

About the Company

Located just a two‑minute walk away from the Woking town centre, Step One Finance provides challenging and rewarding careers. We achieve this by offering continuous learning and development, a collaborative teamwork environment, and exposure to a wide variety of work. Imagine and shape your future at Step One Finance Limited where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution.

Benefits

• Competitive salary.
• The chance to be a key part of a growing company.
• A dynamic and supportive team culture where your contributions are truly valued.
• Comprehensive range of employee benefits – subject to scheme rules.

Step One Finance is proud to be an equal opportunity employer, and we take affirmative action to create a more inclusive and equitable world of work.