Finance Assistant

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

Job summary

A leading recruitment firm in Hertford is looking for a Finance Assistant to manage bank reconciliations and support revenue reconciliation. The ideal candidate has 1-3+ years in finance, is proficient in Excel, and familiar with accounting systems like Xero or Sage. This hybrid role offers the opportunity to grow responsibilities over time, including involvement in ERP rollouts.

Qualifications

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

Responsibilities

• Take ownership of bank reconciliations.
• Support revenue and deferred income reconciliation.
• Process employee expenses and credit card reconciliations.

Skills

Bank reconciliation experience

Excel (vlookups, pivot tables)

Organizational skills

Communication skills

Education

AAT / ACCA / CIMA study

Tools

Dynamics 365

Xero

QBO

Sage

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)