Finance Assistant

Investigo Limited; Hertford; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A financial services company in Hertford is looking for a Finance Assistant to manage bank reconciliations, support income reconciliation, and assist with finance operations. The ideal candidate should have 1-3 years of experience in finance, solid bank reconciliation knowledge, and strong Excel skills. The position offers a salary of £30,000 per annum and the opportunity for hybrid working.

Qualifications

• 1-3+ years in a finance or accounting support role.
• Solid bank reconciliation experience.
• Familiarity with accounting systems.
• Super organized and deadline-focused.

Responsibilities

• Take ownership of bank reconciliations.
• Support revenue and deferred income reconciliation.
• Manage aged debtor and creditor reports.
• Assist with supplier set-up and payment runs.
• Help produce audit-ready documentation.

Skills

Bank reconciliation experience

Excel (vlookups, pivot tables)

Organizational skills

Clear communication

Attention to detail

Education

Studying AAT / ACCA / CIMA

Tools

Xero

QuickBooks Online

Sage

Dynamics 365

Job description

Finance Assistant

Hertford- Hybrid

Salary- £30,000 per annum

Key Responsibilities:

• Taking ownership of bank reconciliations-keeping things clean, accurate, and up to date.
• Supporting revenue and deferred income reconciliation weekly and monthly.
• Managing aged debtor and creditor reports, resolving ledger issues.
• Processing employee expenses and credit card reconciliations with precision.
• Assisting with supplier set-up, coding queries, invoice follow-ups, and preparing payment runs.
• Helping produce audit-ready documentation and month-end journals.
• Supporting balance sheet reconciliations and other finance tasks.
• Growing your responsibilities over time- ERP rollout (Dynamics 365) is just the start.

Key Attributes:

Essential:

• 1-3+ years in a finance or accounting support role.
• Solid bank reconciliation experience.
• Excel confidence (vlookups, pivot tables, filters).
• Familiarity with accounting systems (e.g., Xero, QBO, Sage).
• Super organised, deadline-focused, and a clear communicator.
• A sharp eye for detail and clean documentation habits.

Desirable:

• Exposure to ERP systems (Dynamics 365 = a big plus).
• Working with foreign currency transactions.
• Studying AAT / ACCA / CIMA (study support available)