Finance Assistant

Westfield Health; Sheffield; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Finance Assistant to join their Financial Reporting Team in Sheffield. This full-time role involves managing bank operations, performing monthly reconciliations, and overseeing credit control tasks. The ideal candidate will have a strong attention to detail, excellent Excel skills, and a positive attitude towards teamwork. With a commitment to employee wellbeing, this company offers flexible working arrangements, a supportive environment, and opportunities for personal development. If you’re looking to make a meaningful impact in a dynamic finance role, this is the perfect opportunity for you.

Benefits

Study Support

Flexible Working

Health Cash Plan

Private Medical Insurance

Onsite Gym Facilities

Annual Bonus Scheme

Incremental Annual Leave

Service Awards

Qualifications

• Experience in bank management and processing within a finance function.
• Ability to work as part of a team and meet deadlines.

Responsibilities

• Daily banking, posting payments and receipts.
• Monthly bank reconciliations for insurance and wellbeing divisions.

Skills

Bank management and processing

Monthly reconciliations

Credit control

Excel proficiency

Attention to detail

Communication skills

Organizational skills

Education

A-C/4-9 grade in 5 GCSE subjects including Maths & English

Part/fully qualified AAT or degree in business/accounting

Job description

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Job title Finance Assistant
Location Sheffield
Opportunity Full Time, Permanent

The Finance Assistant will work within the Financial Reporting Team, assisting the team by overseeing a number of key areas including: bank management and processing, monthly reconciliations, credit control and other ad-hoc duties within the team.

Westfield Health are dedicated to making a healthy difference to the quality of life of our customers. We are proud to be a committed member of inclusive employers and we welcome applications from people of all backgrounds and experience levels.

We are a Disability Confident Committed employer, if this applies to you, please tick to apply as a Disability Confident Candidate when prompted.

We don’t expect you to have experience in everything on this advert, if something interests you, we would really like you to apply !

About the role:

You will carry out daily banking, posting payments and receipts. This includes assessing bank levels and processing transfers between accounts.

You will carry out monthly bank reconciliations for both the insurance and wellbeing divisions of Westfield. This includes posting and reconciling the General Bank Account for the insurance company and cashbook posting and reconciling the H&W Bank Account for the wellbeing company.

As part of the Westfield Health & Wellbeing entity, you will carry out credit control and upload sales invoices to the sales ledger, whilst also helping to upload some purchase invoices where needed.

You will manage virtual credit card processing and authorisations, collating receipts of payments from virtual credit card users.

You will manage the account mailbox with other staff, answering and dealing with ad-hoc email queries.

Provide cover for the rest of the Financial Reporting team as required on purchase ledger, commissions, processing refunds etc.

Ad hoc month end and quarter end tasks, including reconciliation of claims paid between bank and claims system, posting journals to the general ledger.

Any other duties as reasonable requested.

About you:

Education and Qualifications

• A-C/4-9 grade in 5 GCSE subjects including Maths & English
• Part/fully qualified AAT or has a degree in a business/accounting based subject

Experience

• Bank management and processing experience gained within a finance function, which includes bank reconciliations.
• Working as part of a team, cooperating and helping others through busy periods and meeting deadlines.
• Continuous improvement in tasks and processes.
• Credit control experience would be beneficial.
• Liaising with other departments and externally.

Skills

• A positive and flexible working attitude.
• Confidence in picking up tasks quickly and taking ownership of them.
• Ability to use initiative when needed.
• Attention to detail.
• Confident and competent in using Excel spreadsheets, to help aid completion of working files and the processing of information.
• Communication skills both internally across all levels of the business and externally, for example with banks or companies chased as part of the credit control.
• Organisational skills, ensuring tasks are managed effectively and completed in time to meet required deadlines.

The Westfield Way

We are passionate about inspiring and empowering our colleagues to be the best we can be. We believe that our people are our strongest asset and by recruiting people that understand and live by our values; The Westfield Way, we aim to continue to provide an excellent experience for our colleagues and customers. Our commitment to creating a workplace where our colleagues feel connected, heard, developed, recognised and supported has been demonstrated by our achievement of the prestigious Investors in People Gold accreditation!

Our co-created Values reflect the ‘way we do things around here’ . The Finance Assistant will be expected to demonstrate these values in all aspects of their role.

• We care

• We’re in it together

• We are explorers

• We own it

To find out more about what makes up each of our Values, please see our website.

Life at Westfield

Westfield Health offers many benefits to our colleagues as part of your employment package. We believe that by treating our colleagues well, they will enjoy working with us -and happy colleagues makes happy customers; it’s a win-win!

Stay fit and well by accessing your personal Health Cash Plan and Private Medical Insurance policies. Be rest assured that you are well looked after and have cover for all your essential healthcare needs.

Take advantage of our all-inclusive internal wellbeing experience. We offer all colleagues free access to our Active Space which includes onsite gym facilities , as well as on-demand classes and resources available on our Wellbeing app.

Our annual bonus scheme reflects the hard work we all contribute towards. We offer flexible working arrangements to balance your home and work life and, important to know for the future, we offer incremental annual leave and service awards to our colleagues after 5 years’ service.

To see more of our benefits, please go to our website.

Are you interested?

Part of the selection process will be a Competency Based Interview and a short Excel based exercise. Candidates will be asked for specific examples detailing how they have demonstrated the Skills and Values we are looking for within this role.

If you feel that you have the skills and values to carry out this role, please apply by submitting your CV and provide information about your relevant skills and experience.

We’re so excited to meet you!

Support with your application

We value inclusivity and want to make sure our application process is open and accessible to all candidates. As a Disability Confident Employer, we're dedicated to providing reasonable adjustments to ensure the recruitment process is as comfortable as possible. If you would like any further information or support, please email

These jobs were popular with other job seekers

£25000 - £35000 per annum + Study Support and Flexible Working