Finance Assistant

Lunaria Partners | Responsible Business; Greater London; On-site; GBP 21,000 - 30,000; Full time

Benefits offered by this job

25 days’ annual leave

Workplace pension

Job summary

Lunaria Partners | Responsible Business is seeking a Finance Assistant to support the Finance team in London. You will manage the shared inbox, handle supplier invoices, disbursements and staff expenses, and assist with month-end activities.

As experience grows, the role expands to credit control, invoicing clients, matching invoices to POs and assisting with payment runs. Strong attention to detail and a proactive team approach are essential.

Qualifications

• Some office or administrative experience is required.
• Good working knowledge of Microsoft Outlook, Word and Excel.
• GCSE Maths and English at grade 4 (C) or above.
• Excellent attention to detail, organisation and written and verbal communication.
• A proactive, discreet and collaborative approach to work.
• An interest in developing a career in finance; experience with Sage or purchase ledger is advantageous.
• An interest in AAT study; experience in a law firm or professional services environment would be beneficial.

Responsibilities

• Monitor the shared finance inbox, respond to routine enquiries and direct requests to colleagues.
• Coordinate invoice approvals, follow up outstanding responses and maintain accurate records.
• Process supplier and disbursement invoices in Sage, checking coding, VAT and approvals.
• Match invoices to purchase orders or authorisations and resolve missing approvals.
• Process staff expenses, verifying receipts, coding and authorisation.
• Reconcile supplier statements, investigate discrepancies and assist with weekly payment runs.
• As the role develops, issue client statements and payment reminders, follow up overdue accounts and allocate receipts.
• Escalate aged or disputed debts to the Finance Manager.
• Assist with month-end activities and other finance administration as required.

Skills

Office experience

MS Outlook

MS Word

Excel

Attention to detail

Organisation

Written and verbal communication

Proactive and discreet work approach

Interest in finance and AAT study

Education

GCSE Maths and English (C/4 or above)

Tools

Sage

Job description

As a Finance Assistant, you will provide essential administrative and transactional support to the Finance team. Initially, you will manage the shared finance inbox and assist with supplier invoices, disbursements and staff expenses. As your experience grows, the role will expand to include credit control, offering a varied introduction to finance operations. You will report to the Finance Manager / Financial Controller.

• Monitor the shared finance inbox, respond to routine enquiries and direct requests to the appropriate colleagues
• Coordinate invoice approvals, follow up outstanding responses and maintain accurate finance records
• Process supplier and disbursement invoices in Sage, checking coding, VAT treatment and approvals
• Match invoices to purchase orders or authorisations and resolve missing approvals
• Process staff expenses, verifying receipts, coding and authorisation
• Reconcile supplier statements, investigate discrepancies and assist with weekly payment runs
• As the role develops, issue client statements and payment reminders, follow up overdue accounts and allocate receipts
• Escalate aged or disputed debts to the Finance Manager
• Assist with month-end activities and other finance administration as required

The Requirements

• Some office or administrative experience
• Good working knowledge of Microsoft Outlook, Word and Excel
• GCSE Maths and English at grade 4 (C) or above
• Excellent attention to detail, organisation and written and verbal communication
• A proactive, discreet and collaborative approach to work
• An interest in developing a career in finance; experience of Sage, purchase ledger or credit control would be advantageous
• An interest in AAT study; experience in a law firm or professional services environment would be beneficial

The Benefits

• 25 days’ annual leave plus bank holidays and a workplace pension
• Full on-the-job training, including Sage and finance procedures