Finance and Office Assistant

Angel Solutions; Liverpool City Region; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading educational software company in the UK seeks a Finance & Office Assistant to handle daily finance operations, payroll, and compliance. Candidates must have AAT Level 4 and at least 2 years' experience in a similar role. This position offers hybrid working, ongoing training, and unique office benefits.

Benefits

Hybrid working

Birthday day off

Finish Early Fridays

Innovation & Charity Days

Ongoing training

Creative office space

Surprise treat days

Generous parental leave

Private medical insurance

Christmas shutdown

Qualifications

• Minimum 2 years' experience in a similar finance role.
• Practical experience using Sage and/or Xero for finance tasks.
• Proficient in Microsoft Excel for day-to-day tasks.

Responsibilities

• Produce and send customer invoices in a timely manner.
• Assist in processing monthly payroll for employees.
• Prepare and submit quarterly VAT returns.
• Maintain and process entries on the sales and purchase ledgers.

Skills

Experience with Sage

Experience with Xero

Proficient in Microsoft Excel

Strong communication skills

Education

AAT Level 4 or equivalent

Job description

Overview

Love spreadsheets, smooth systems, and solving the puzzle of everyday finance? At Angel Solutions, our mission is to make education smarter through beautifully designed SaaS tools. We're looking for a Finance & Office Assistant who thrives on details, loves variety, and wants to be part of a friendly, purpose-driven team.

Responsibilities

• Daily Finance Operations: Produce and send customer invoices in a timely manner, work to minimise debtor days; reconcile bank accounts daily to ensure accurate cash flow monitoring; process payments to suppliers and reimburse employee expenses, ensuring all transactions are accurately recorded; resolve customer invoicing queries promptly and professionally.
• Payroll and Benefits Administration: Assist in processing monthly payroll for employees; administer staff benefits and expenses in line with company policy and HMRC regulations; act as a point of contact for employee payroll and expense queries; ensure secure handling and storage of all payroll and benefits-related information.
• Month-End and Financial Reporting: Contribute to the month-end close process, including basic P&L and cash flow reporting support; assist with balance sheet reconciliations; support preparation and updates of budgets and costings, ensuring financial efficiency and value for money; help prepare documentation for internal and external audits and support year-end financial tasks.
• VAT and HMRC Compliance: Prepare and submit quarterly VAT returns, ensuring compliance with HMRC regulations; ensure VAT processes and recordkeeping are consistently followed and up to date; assist with PAYE submissions and general HMRC-related compliance tasks.
• Sales and Purchase Ledger Support: Maintain and process entries on the sales and purchase ledgers; reconcile supplier statements and ensure customer accounts are accurate and up to date; monitor debtors and creditors to support effective cash flow and supplier relationships.
• Office and Team Support: Provide general office and finance admin support including answering phones, greeting visitors, handling post, and assisting colleagues with finance-related queries; help arrange internal staff events, meetings, and company socials; act as a contact with the building management for office-related matters.
• Process Improvement and Systems: Identify opportunities to improve finance processes and support the implementation of system improvements; apply experience with Xero, Sage, or equivalent systems, alongside Excel, to support financial reporting, reconciliation, and automation efforts; explore or implement AI-powered tools to support smarter and faster decision-making; confidently use the Microsoft Office suite and other digital tools to support your role.
• Learning and Development: Take initiative in maintaining and updating your Personal Development Plan (PDP) to support professional growth; participate in finance-related and soft skills training; contribute to quarterly team reviews and present finance updates where required.
• Collaboration and Communication: Work closely with the Finance Director, People Manager, and other internal teams to support accurate and timely financial operations; provide cover and maintain continuity during team member absences; escalate issues appropriately and communicate clearly and professionally across the business.

Essential Skills & Qualifications

• AAT Level 4 (or equivalent qualification)
• Minimum of 2 years' experience in a similar finance role
• 1-2 years' practical experience using Sage and/or Xero for core finance tasks such as invoicing, bank reconciliations, VAT submissions, and ledger management
• Proficient in Microsoft Excel for day-to-day tasks including formulas, tables and charts

Desirable

• Advanced Excel skills (e.g., pivot tables, lookups, dashboards)
• Experience using AI-powered tools to streamline financial processes, enhance data analysis, or support efficient decision-making

What We Offer

At Angel Solutions, our culture is anything but ordinary. We're passionate about creating a workplace where innovation, creativity, and well-being are at the heart of everything we do.

Benefits And Culture

• Hybrid working tailored to individual and business needs
• Birthday day off
• Finish Early Fridays as a reward for your hard work
• Innovation & Charity Days to refresh your mind and give back
• Ongoing training & qualifications to support your professional growth
• Creative office space with a ball pool, swings, and a gypsy caravan
• Surprise treat days
• Generous parental and dependents leave
• Private medical insurance
• Christmas shutdown on top of annual leave

Why Join Angel Solutions?

We're not just about software—we're about making a real difference in education. By joining Angel Solutions, you'll play a vital role in shaping the tools that help schools, local authorities, and social care teams thrive.