Finance Assistant

InfiniteCFO; Cheltenham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial service provider is seeking a Finance Assistant to join their Cheltenham team. The role involves processing transactions, onboarding clients, and improving operational efficiency. Ideal candidates are AAT qualified, detail-oriented, and thrive in a fast-paced environment.

Qualifications

• AAT qualified or equivalent required.
• Experience with accounting software like Xero or Sage.

Responsibilities

• Processing sales and purchase transactions with high accuracy.
• Onboarding new clients and implementing standard processes.
• Collaborating to develop better operational processes.

Skills

Communication

Attention to Detail

Decision Making

Time Management

Adaptability

Education

AAT qualified

Tools

Xero

Sage

Job description

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

Our focus is on founder-led, investor-backed, high-growth companies. We are CFO-led, with a growth-oriented inside-out perspective, embedding ourselves in our customers’ businesses and teams to identify and solve their challenges. Our CFOs have built and scaled businesses themselves and have experience from startup 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 work directly with clients on a variety of projects, ensuring accurate records and helping to improve their processes, including through technology implementation.

You should be a great communicator, capable of eliciting necessary information from clients to ensure transactions are correctly processed and helping clients adopt new workflows.

You’ll be based in our Cheltenham office, with the flexibility to work remotely from home and occasional travel for client visits.

Responsibilities

• Processing sales transactions from sales order to invoice and receipt with high accuracy.
• Processing purchase transactions from requisition to order, invoice, and payment with high accuracy.
• Onboarding new clients and implementing standard processes and automation tools as part of a client engagement team.
• Collaborating with the wider team to develop better operational processes, tools, and continuous improvements for client value and efficiency.

Qualifications, Skills, and Experience

• AAT qualified or equivalent.
• Experience with accounting software such as Xero, Sage.
• Ability to work independently.
• Strong process orientation with excellent attention to detail and accuracy.
• Ability to translate complex data into understandable messages.
• Adaptability and pace, with decision-making skills in ambiguous environments.
• Organized, with excellent time management and prioritization skills.
• Enthusiasm for working in a fast-paced startup environment.

About You

• Trusted Partner: Building respectful, collaborative relationships with honesty and trust, supporting colleagues and clients proactively, with deep domain knowledge.
• Growth-Oriented: Driven by continuous learning and innovation, curious, resilient, seeking growth opportunities, and empowering others.
• Team Player: Accountable, proactive, ownership-driven, sharing knowledge, contributing to team success, and celebrating collective achievements.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Software Development