Finance Assistant

Sagegreen Consulting Limited; Birmingham; On-site; GBP 28,000 - 30,000; Full time

Job summary

Sagegreen Consulting Limited in Birmingham is seeking a Finance Assistant to join on a full-time, permanent basis. You will support the finance function, processing financial transactions with accuracy and timeliness while liaising with colleagues at all levels, from Directors to operational teams.

The role covers Accounts Payable, Accounts Receivable and projects supporting continuous improvement, with an emphasis on Excel excellence and SAP B1 experience.

Qualifications

• Experience as Finance Assistant with AR/AP knowledge.
• Advanced Excel with VLOOKUP/XLOOKUP and pivot tables.
• Ability to work under pressure and meet deadlines.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication.
• Experience with SAP B1.
• Experience with AI automation workflows.

Responsibilities

• Process high volumes of payable invoices accurately and timely.
• Raise and post customer invoices; allocate cash receipts.
• Prepare reconciliations and investigate discrepancies.
• Support ad-hoc reporting and analysis as required.
• Participate in finance transformation initiatives.
• Ad hoc duties as required to support the finance team.

Skills

AR/AP knowledge

Advanced Excel

Analytical skills

Communication skills

Problem solving

Tools

SAP Business One

AI automation workflows

Job description

• Location: Birmingham, West Midlands, United Kingdom

Our clienthave an exciting opportunity for aFinance Assistantto join the teamon afull-time, permanent basis,and in return you will receive a competitive salary of£28,000 - £30,000 per annum.

TheFinance Assistantrole:

The Finance Assistant plays a key role within the Finance function, supporting the accurate and timely processing of financial transactions.

This role operates in a fast-paced environment where workloads can sometimes be time-pressured at peak periods. A high degree of accuracy, excellent attention to detail, and strong organisational skills are essential.

The Finance Assistant liaises with colleagues across the business, from Director level to operational peers. They must be confident communicating at all levels, inquisitive, and comfortable constructively challenging stakeholders to resolve issues and improve process.

Key Responsibilitiesinclude:

Accounts Payable

• Processing high volumes of incoming invoices accurately and in a timely manner
• Statement monitoring and reconciliations (including investigation and resolution queries)
• Resolving internal and external queries
• Monitoring and selection of key suppliers for inclusion in weekly payment runs.
• Weekly distribution of remittances

Accounts Receivable

• Raising and issuing of invoices to clients
• Posting and allocation of cash receipts
• Account reconciliations (including investigation and resolution of queries)
• Assisting with ad-hoc reporting and analysis as required

Projects & Continuous Improvement

• Supporting finance transformation initiatives

In addition, Ad Hoc duties as required to support the work of the finance team/wider business. Whilst the above is accurate at the time of publication, this may be subject to change as the team moves through a period of transition.

Skills and experience they are looking for in their Finance Assistant:

• Previous experience in a Finance Assistant role (including demonstrable knowledge of AR/AP)
• Advanced Microsoft Excel skills, including VLOOKUP/XLOOKUP, complex formula creation, and pivot tables built from raw source data
• Ability to work accurately under pressure and meet deadlines
• Strong analytical and problem-solving skills
• Excellent communication skills, both written and verbal
• Experience with SAPB1
• Experience of working with AI automation workflows

Personal Attributes

• Exceptional attention to detail
• Highly organised with the ability to prioritise workload effectively
• Inquisitive and proactive in identifying issues
• Confident in challenging colleagues constructively to resolve discrepancies
• Professional and credible when liaising with stakeholders at all levels, including Directors
• Team-oriented with a collaborative approach

Working Relationships

• Wider Finance team
• Operations team
• Directors and senior stakeholders
• External suppliers and service providers
• Banking contacts