Finance Assistant

IPS Finance; Bingley; On-site; GBP 22,000 - 28,000; Full time

Job summary

IPS Finance is seeking a proactive Accounts Administrator to join our supportive finance team. In this varied role you’ll manage sales ledger activities, assist credit control, provide customer support, and handle export administration to ensure accurate records and smooth operations.

You’ll need prior experience in a similar role, strong numerical skills, and the ability to work collaboratively. The position offers a friendly environment and opportunities for development and study support.

Qualifications

• Experience in Accounts Receivable, Credit Control, Accounts Administration or Finance Administration.
• Experience using Sage or other accounting software.
• Strong attention to detail with high numerical accuracy.
• Excellent communication and organisational skills.
• Proactive and able to use initiative and learn quickly.
• Collaborative team player with a positive attitude.

Responsibilities

• Manage the sales ledger: raise/process invoices, credit notes, proforma invoices, customer statements, and service contract renewals.
• Process daily customer receipts, allocate payments, perform bank reconciliations, maintain the cashbook, and reconcile standing orders.
• Proactively manage credit control by monitoring accounts and following up on outstanding payments.
• Prepare/export documentation including Certificates of Origin, ensuring regulatory compliance.
• Administer expenses via ExpenseIn, including credit card reconciliations and fuel card processing.
• Respond to customer and internal inquiries relating to accounts, invoicing, pricing, and payments; provide excellent service to Sales and Service teams.
• Prepare monthly sales reports, assist with month-end processes and reconciliations, maintain accurate records across systems.
• Collaborate across the business, prioritise workloads, identify improvements, and show initiative in resolving queries.

Skills

Sales ledger

Credit control

Customer service

Attention to detail

Organizational skills

Initiative

Tools

Sage

Excel

Microsoft Office

Job description

Our client, a family-owned business is looking for an Accounts Administrator to join their friendly Finance team, where you'll play an important role in supporting the smooth running of the business.

This is a varied and rewarding position that combines accounts administration, credit control, customer support, and export administration. You'll work closely with colleagues across the business, building strong relationships while ensuring our financial records are accurate, customers are well supported, and processes run efficiently.

We're looking for someone with previous experience in a similar role who enjoys taking ownership of their work, has a keen eye for detail, and thrives in a collaborative environment.

In return, they offer some excellent benefits, a supportive workplace where your ideas are valued, your development is encouraged, and are happy to support further professional studies.

Key Responsibilities

• Manage the sales ledger, raising and processing customer invoices, credit notes, proforma invoices, customer statements, and service contract renewals.
• Process daily customer receipts, allocate payments, complete bank reconciliations, maintain the cashbook, and reconcile standing orders.
• Proactively manage credit control by monitoring customer accounts, resolving account queries, and following up outstanding payments professionally and promptly.
• Prepare and maintain export and customs documentation, including Certificates of Origin, ensuring compliance with company and regulatory requirements.
• Administer company expenses through ExpenseIn, including credit card reconciliations, fuel card processing, and providing support to colleagues using the system.
• Respond to customer and internal enquiries relating to accounts, invoicing, pricing, and payments, providing excellent customer service and support to the Sales and Service teams.
• Prepare monthly sales reports, assist with month-end processes and reconciliations, and maintain accurate financial records across business systems.
• Work collaboratively with colleagues across the business, prioritising workloads effectively, identifying opportunities for improvement, and demonstrating initiative when resolving queries or challenges.

Essential

• Previous experience in an Accounts Receivable, Credit Control, Accounts Administration, or Finance Administration role.
• Experience using accounting software, ideally Sage.
• Good understanding of sales ledger processes, bank reconciliations, and credit control.
• Confident user of Microsoft Excel and the wider Microsoft Office suite.
• Excellent attention to detail with a high level of numerical accuracy.
• Strong organisational skills with the ability to manage multiple priorities effectively.
• Excellent communication skills, both written and verbal, with a customer-focused approach.
• A positive, proactive attitude with the confidence to use initiative and ask questions when needed.
• A collaborative team player who is approachable, supportive, and enjoys building positive working relationships.
• A willingness to learn, develop professionally, and embrace new systems and processes.