Finance Assistant

ROSE & YOUNG RECRUITMENT LTD; Rugby; Hybrid; GBP 25,000 - 31,000; Full time

Job summary

ROSE & YOUNG RECRUITMENT LTD is seeking a Finance Assistant to support day-to-day financial operations in a Rugby-based hybrid role. The position focuses on income, payments, invoices, and standard financial transactions.

The role contributes to accurate records, compliance, and timely processing, with potential involvement in basic reconciliations and reporting for the finance team.

Qualifications

• Experience with purchase ledger and invoicing processes.
• Experience posting journals with supervision.
• Familiarity with finance systems used in SMEs.
• Strong Excel and MS Office skills.
• Ability to handle financial data accurately and securely.

Responsibilities

• Process claims in line with HMRC regulations and procedures.
• Record and process income from various sources and allocate accurately.
• Process supplier invoices, staff expenses, and payment runs promptly.
• Maintain accurate financial records and supporting documentation.
• Assist with basic reconciliation of financial data as needed.
• Assist with posting basic journals under supervision.
• Process online payments and record them accurately in systems.
• Take payments over the phone per procedures and security standards.
• Allocate incoming payments and resolve basic discrepancies.
• Support high-volume data entry and transaction processing.
• Monitor incoming payments and assist with basic credit control follow-up.
• Manage the finance inbox and respond to queries.

Skills

Purchase ledger

Invoice management

Journals posting

Finance systems

Excel skills

Data accuracy

Job description

Finance Assistant - Permanent

Location: Rugby/ Hybrid

Salary: £28,000

Role Overview

To support the finance team with the effective delivery of day-to-day financial operations, ensuring accurate and timely processing of income, payments, invoices, and financial transactions.

The role contributes to the smooth running of financial systems and processes, supporting colleagues and suppliers, ensuring high standards of accuracy, compliance, and service.

Key Responsibilities

• Process claims in line with HMRC regulations and organisational procedures
• Record and process income received (post, online payments, and other sources), ensuring accurate allocation
• Process supplier invoices, staff expenses, and payment runs accurately in a timely manner
• Maintain accurate financial records and supporting documentation
• Assist with basic reconciliation of financial data where required
• Assist with posting basic journals under supervision
• Process online payments and ensure accurate recording within financial systems
• Take payments over the phone in accordance with organisational procedures and security standards
• Allocate incoming payments correctly and resolve basic discrepancies
• Support high-volume financial data entry and transaction processing
• Monitor incoming payments and assist with basic credit control follow-up
• Manage the finance inbox, responding to queries or directing them appropriately
• Deal with finance-related queries
• Assist with preparation of basic financial reports and data for the finance team
• Support audit preparation by maintaining organised and accurate documentation
• Help ensure compliance with financial policies, procedures, and controls
• Contribute to maintaining and improving financial systems and processes
• Assist with financial administration linked to events, including tracking payments and resolving queries
• Provide additional finance support during peak operational periods
• Contribute to wider organisational transformation and improvement initiatives

Skills and Experience

Experience of purchase ledger and invoice management

Experience preparing and posting journals (with supervision where required)

Familiarity with finance systems

Understanding of finance operations within a small to medium-sized organisation

Strong Excel & Microsoft Office skills

Confidence handling financial data and transactions