Finance Assistant

Shearer Associates; Cheltenham; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Performance-related bonus

Open-plan office in town centre

Job summary

Shearer Associates in Cheltenham is seeking a Finance Assistant to work with the accountant and keep the finance function running smoothly in a friendly, centre-of-town office. The role is office-based, varied, and offers the chance to stamp your own mark on day-to-day financial processes.

You’ll handle purchase ledgers, bank reconciliations, nominal coding on Sage 50, payroll assistance, invoicing, debt chasing and petty cash, while supporting the management of a property portfolio.

Qualifications

• Experience in a finance role, from any sector.
• AAT Level 3 or equivalent (Level 4 would be a bonus)
• Confident on Excel and comfortable with accounting software. Sage 50 is ideal but not essential

Responsibilities

• Run the purchase ledger and prepare payment runs.
• Post and reconcile bank and credit card statements.
• Code and reconcile nominal accounts on Sage 50.
• Help with payroll alongside the team and an external bureau.
• Raise sales invoices and chase overdue debt.
• Look after petty cash.
• Manage the finances for a portfolio of properties: rent, utilities, contracts and renewals

Skills

Excel proficiency

Organised and accurate

Strong communication

Education

AAT Level 3 or equivalent

Tools

Sage 50

Job description

If you like a job where no two days are quite the same, this one’s worth a look.

My client is a well-established business with a friendly head office team in the centre of Cheltenham. They need a Finance Assistant to work alongside their accountant and keep the finance side running smoothly. It’s a varied role and one you can really put your stamp on.

What you’ll be doing

• Running the purchase ledger and preparing payment runs
• Posting and reconciling bank and credit card statements
• Coding and reconciling nominal accounts on Sage 50
• Helping with payroll alongside the team and an external bureau
• Raising sales invoices and chasing the odd overdue debt
• Looking after petty cash
• Managing the finances for a portfolio of properties: rent, utilities, contracts and renewals

What they’re looking for

• Experience in a finance role, from any sector
• AAT Level 3 or equivalent experience (Level 4 would be a bonus)
• Confident on Excel and comfortable with accounting software. Sage 50 is ideal but not essential
• Someone organised and accurate who can switch between tasks without losing track
• A good phone manner and the confidence to deal with suppliers and contractors

What’s on offer

• Performance-related bonus
• A sociable open-plan office in the town centre, close to shops and transport

Please note this role is fully office based, not hybrid