Finance Assistant

Partnership Recruiting; Dunfermline; On-site; GBP 30,000 - 32,000; Full time

Benefits offered by this job

Employee benefits and discount平台

Confidential wellbeing support

Cycle to Work Scheme

Funded learning and career development

Company Life Assurance

Job summary

Partnership Recruiting is seeking an experienced Finance Assistant to join the finance team at our client’s Halbeath offices in Dunfermline. This varied role focuses on accounts receivable and the sales ledger, maintaining accurate customer accounts and supporting the credit control function.

You’ll handle invoices, proforma documents, payment allocations and resolve queries, working with internal teams and customers in a busy environment.

Qualifications

• You should be organised, accurate and able to work in a busy finance environment.
• Strong numerical skills and attention to detail are essential.
• Confident communication with customers and colleagues across the business is important.

Responsibilities

• Monitor shared finance mailboxes and respond to customer enquiries.
• Provide customers with invoices, credit notes, proforma invoices and PODs.
• Log, investigate and track customer queries to resolution.
• Liaise with customers and internal teams to resolve invoice discrepancies.
• Manage customer invoice portal submissions and ensure documentation is uploaded accurately.

Tools

Excel

SAP

Job description

We are recruiting for an experienced Finance Assistant to join the finance team of a large, well-established business based at its offices in Halbeath.

This is a varied finance position with a particular focus on accounts receivable and sales ledger. You'll be responsible for maintaining accurate customer accounts, resolving invoice and account queries, processing financial information and supporting the wider credit control function.

The role would suit someone with previous finance, accounts receivable, sales ledger or credit control experience who enjoys working in a busy environment and is confident communicating with both customers and internal teams.

The Role

• Monitoring shared finance mailboxes and responding to customer enquiries.
• Providing customers with invoices, credit notes, proof of delivery documentation and proforma invoices.
• Logging, investigating and tracking customer queries through to resolution.
• Liaising with customers and internal departments to resolve invoice and account discrepancies.
• Managing customer invoice portal submissions, ensuring invoices and supporting documentation are uploaded accurately and on time.
• Maintaining accurate customer account records and contact information.
• Processing period-end invoices and credit notes.
• Setting up and maintaining new customer accounts.
• Supporting Credit Controllers with debt collection, customer follow-up and account management.
• Processing and allocating customer payments accurately.Reconciling customer accounts and investigating discrepancies.
• Supporting the resolution of outstanding account issues.
• Maintaining accurate financial records and providing general support to the wider finance team.

About You

We're looking for someone who is organised, accurate and confident working within a busy finance environment.

• Previous experience within a Finance Assistant, Accounts Receivable, Sales Ledger, Credit Control or similar finance position.
• Experience dealing with customer account and invoice queries.
• Strong numerical skills and excellent attention to detail.
• The ability to work accurately to deadlines and manage competing priorities.
• Confident communication skills, with the ability to work effectively with customers and colleagues across the business.
• Good Microsoft Office skills, particularly Excel.
• Experience using SAP or another ERP/finance system would be advantageous but isn't essential.

What's on Offer?

• £30,000 – £32,000 per annum.
• Permanent, full-time position.
• Monday to Friday working pattern.
• Employee benefits and discount platform.
• Confidential wellbeing support.
• Cycle to Work Scheme.
• Funded learning and career development opportunities.
• Company Life Assurance.

This is an excellent opportunity to join an established finance team within a large organisation offering long-term career development and a supportive working environment.

If you're an experienced Finance Assistant, Accounts Receivable Assistant, Sales Ledger professional or Credit Control professional looking for your next opportunity in the Dunfermline area, we'd be keen to hear from you.