Finance Assistant

Infinitecfo; Cheltenham; On-site; GBP 23,000 - 30,000; Full time

Job summary

InfiniteCFO in Cheltenham is seeking an experienced Finance Assistant to join our growing client service team. You will ensure accurate records are maintained and help improve processes, including through technology enhancements.

You will collaborate with clients to capture necessary information, ensure correct transaction processing, and promote new ways of working. This role offers a flexible home-based setup with occasional travel.

Qualifications

• AAT qualified or equivalent.
• Experience with Accounting Software (Xero, Sage).
• Intermediate Excel skills.
• Comfortable using AI-based tools or automations to streamline data entry, reconciliation, or reporting.
• Able to work independently.
• Process oriented with attention to detail.
• Able to translate complex data into easy to understand messages.

Responsibilities

• Processing Sales transactions for clients from sales order to invoice and receipt to a high level of accuracy.
• Processing Purchase transactions for clients from requisition to order, invoice and payment to a high level of accuracy.
• Onboarding new clients and implementing standard processes and automation tools.
• Working with the wider client service team to develop better ways of operating, implementing processes and tools to continuously improve the value delivered to clients.

Skills

Intermediate Excel

Attention to detail

Independent working

Data interpretation

Adaptability

Education

AAT qualified or equivalent

Tools

Xero

Sage

AI automation tools

Job description

About InfiniteCFO

InfiniteCFO is an Office of the CFO service provider, supporting founders and management teams on their growth journey, utilising our expertise to build and provide exceptional finance teams. We provide a truly integrated and fractional virtual finance team, provided to our clients at the right time with the right expertise to help grow their businesses.

Our focus is founder led, investor backed, high growth companies. We are CFO-led, having a growth orientated inside-out perspective and become embedded in our customer's business and teams so that we are best placed to identify and solve their challenges. Our CFOs have built and scaled businesses themselves and have experience of the growth journey from start to exit.

About the role

We have an excellent opportunity for an experienced and commercially driven Finance Assistant to join our growing InfiniteCFO team!

You will join our client service team working directly with clients on a variety of projects, ensuring that accurate records are maintained and helping improve their current processes, including through the implementation of technology.

You will be a great communicator with the ability to elicit the necessary information from our clients to ensure that transactions are correctly processed, as well as being able to help clients adopt new ways of working.

You'll be based in our Cheltenham office, but will have the ability to work remotely from a home-based office and will be happy to occasionally travel for client visits.

Responsibilities

• Processing Sales transactions for our clients, from sales order to invoice and receipt to a high level of accuracy
• Processing Purchase transactions for our clients from requisition to order, invoice and payment to a high level of accuracy
• Working as part of a client engagement team to onboard new clients and implement our standard processes and automation tools
• Working with the wider client service team to develop better ways of operating, implementing processes and tools to continuously improve the value we deliver to our clients and our the accuracy and efficiency

Qualifications, Skills and Experience

• AAT qualified or equivalent
• Experience with Accounting Software g. Xero, Sage
• Intermediate excel skills
• Comfortable using AI-based tools or automations (e.g. to streamline data entry, improve reconciliation accuracy, or enhance client reporting)
• Able to work independently
• Process orientated with excellent attention to detail and processing accuracy
• Ability to translate complex data into easy to understand messages
• Agility and pace together with an ability to work and make decisions in an ambiguous, changing environment
• You are organised, have excellent time management skills and know what key priorities you need to focus on.
• Desire to work in a fast paced start-up

About You

• Trusted Partner: You build relationships based on respect and collaboration, acting with honesty and trust at all times. You are flexible in both approach and use of time, proactively supporting colleagues and clients while demonstrating deep domain knowledge.
• Growth-Oriented: You are driven by continuous learning and innovation. You are intellectually strong, curious and resilient by nature, seeking opportunities to grow, adapt, and empower others to have a meaningful impact.
• Team Player: You are accountable, and proactive, taking ownership for delivering quality work in a timely manner. You embrace knowledge sharing, contribute to team success, and celebrate achievements together, valuing both individual and collective achievement.