Finance Assistant

TN United Kingdom; Dundee; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in accountancy is seeking a Finance Assistant to support their internal finance function. This exciting role involves maintaining financial records, processing invoices, and managing direct debits, all while working closely with the Business Finance Manager. The firm is committed to continuous learning and offers a supportive environment with ample opportunities for professional growth. Enjoy a range of benefits including generous annual leave, pension contributions, and private medical cover. If you are passionate about finance and eager to develop your career, this is the perfect opportunity for you.

Benefits

33 days annual leave

Pension contribution

Life insurance

Paid volunteering time

Enhanced maternity pay

Enhanced paternity leave

Private medical cover

Income protection

Continuous training

Social events throughout the year

Qualifications

• Experience as a Finance Assistant or similar position.
• Strong knowledge of bookkeeping practices and accounting software.

Responsibilities

• Inputting information into the CCH system and collating end-of-month reporting.
• Updating cash books, bank balances, and posting fee receipts.

Skills

MS Excel

Bookkeeping Practices

Analytical Abilities

Interpersonal Skills

Communication Skills

Education

Finance Qualification

Tools

CCH System

Xero

Job description

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At EQ Accountants, we believe that at the core of our success is our people. We are more than just a team of financial experts; we are partners in our clients’ journeys. For over 20 years, we have taken pride in championing SMEs, delivering bespoke accounting solutions that drive growth and success for our clients. Our journey from a single office to 11 thriving locations reflects our unwavering commitment to excellence and we are now looking for a talented individual to join us and be part of our exciting growth story.

We are an employer who cares; where individuals are supported to reach their personal and professional goals. We’re committed to continuous learning, providing ongoing training and development opportunities to help you stay ahead of the curve. This includes investing in the latest technology, sharing best practice and creating a One EQ ethos that brings our values to life.

There has never been a more exciting time to join EQ!

Role overview
As the Finance Assistant, you’ll work with the Business Finance Manager and the Financial Controllers to maintain financial records and help keep track of the firm’s finances.

You’ll play a major role in supporting the internal finance function to ensure that EQ is enabled to meet its financial commitments, that it complies with the financial rules governing the firm and that financial records are accurately maintained.

Your ‘go to’ person is the Business Finance Manager, who will coach, support, and challenge you not only to succeed in your role but to realise your potential and career aspirations at EQ.

Key Responsibilities

• Processing – You’ll be inputting information into our CCH system and collating end of month CCH reporting
• Direct debits management – You’ll be setting up and monitoring direct debit collections including recurring fees, schedules, dealing with collections, posting payments, recording receipts in CCH and new mandates to banks
• Updating financial records – You’ll update cash books, bank balances and outflows, posting fee receipts and issuing daily fee reports. You’ll also post fee receipts and petty cash into Xero and complete bank reconciliations
• Purchase ledger – You’ll be clearing bills and vendor invoices and posting client disbursements. You’ll be making payments to suppliers and creditors through Bankline
• Managing invoices – You’ll be creating recurring fees and updating our CCH system, sending and following up on invoices and posting the journal for invoices
• Managing credit cards – You’ll match receipts, code and post into Xero, and you’ll issue cards and monitor transactions, credit limits and deal with any issues. You’ll post disbursements into CCH and distribute credit card statements to card holders
• Overseeing client accounts – You’ll be monitoring and maintaining an overview of client account and inter-account transfers
• Reporting – You’ll be collating data and helping the team to create and analyse reports.
• Mini projects – You’ll have the opportunity to be involved in various mini finance projects that will build better solutions for the business
• Process mapping – You’ll establish a process mapping format and work with the Financial Controllers to map all financial processes and maintain these on an ongoing basis
• Continuous improvement – You’ll have the opportunity to suggest improvements in accuracy, efficiency and reducing costs

About You

• Ideally, you’ll have a qualification specific to the Finance Assistant position, and, or relevant experience as a Finance Assistant or similar position
• You’ll have excellent knowledge of MS Excel and various accounting software applications.
• You’ll have strong knowledge of bookkeeping practices
• You’ll have strong interpersonal skills and be experienced in developing positive working relationships at all levels and across all functions of the Firm
• You’ll be an excellent communicator who can engage and influence effectively at all levels of the firm and you’ll be confident in engaging people to meet their finance responsibilities
• This position is all about solving problems; therefore, you’ll need to have strong analytical abilities and relish the opportunity to get stuck into a problem and resolve it with the best solutions in optimum time
• You understand how to organise and maintain your work plan to keep yourself on track to deliver the expected outcomes at once
• You be detail oriented with excellent time management skills

Why work for EQ?

We are an employer who cares; where individuals are supported to reach their personal and professional goals. At EQ, you’ll find a supportive environment where your goals are our goals. We’re committed to continuous learning, providing ongoing training and development opportunities to help you stay ahead of the curve. This includes investing in the latest technology, sharing best practice and creating a One EQ ethos that brings our values to life.

With our recent growth, we have been able to deliver Phase Two of our benefits enhancement plan…and we are not stopping there!

When you join EQ you can expect:

• 33 days annual leave, with additional leave entitlements after three and five years' service
• Pension (up to 5% employee contribution, matched by EQ)
• Life insurance (4 x annual salary)
• 14 hours paid volunteering time
• Enhanced maternity pay
• Enhanced paternity/partner leave and pay
• Hybrid (one day working from home, following probabtion)
• Private medical cover (subject to conditions)
• Income protection
• Continuous training and support
• EE Perks: 20% off your monthly plan. Plus, 5 additional passes for friends and family
• Excellent work culture with social events throughout the year

If you’re passionate about people, driven by purpose, and excited to grow with a forward-thinking accountancy firm who are With You every step of the way, we’d love to hear from you.