Finance Assistant

TN United Kingdom; Shepton Mallet; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

An established utility business is seeking a Finance Assistant to support its finance operations. This role involves managing credit control, bank reconciliations, and assisting with purchase and sales ledgers. The ideal candidate will be AAT qualified or possess significant practical finance experience, with strong communication skills and proficiency in Microsoft Excel. This dynamic opportunity offers the potential for hybrid working after probation, making it perfect for those looking to balance office and remote work. Join a growing team and contribute to the success of a forward-thinking company!

Qualifications

• AAT qualified or equivalent practical experience in finance.
• Proficiency in Microsoft Excel and Microsoft 365 applications.

Responsibilities

• Manage credit control processes and customer communication.
• Complete weekly and monthly bank reconciliations.
• Assist with purchase and sales ledger activities.

Skills

Communication Skills

Credit Control

Bank Reconciliation

Purchase Ledger

Sales Ledger

Microsoft Excel

Sage 200 Professional

Construction Industry Scheme (CIS)

Education

AAT Qualification

Significant Practical Experience in Finance

Tools

Microsoft 365

Sage 200 Professional

Job description

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Location: Shepton-Mallet - Office based with hybrid working potential following successful probation

Salary: Up to £35,000

Hours: Full-time, Permanent- 37.5 hours/week

About the Role:

Robert Half are delighted to be partnering with an established utility business in Shepton-Mallet.

An exciting opportunity has arisen for an experienced Finance Assistant to join a growing and dynamic business. Reporting to the Head of Finance, this hands-on role will support the day-to-day operations of the finance function.

Key Responsibilities:

• Carry out robust credit control processes to manage the company's debtors, including regular customer communication, weekly cashflow forecasting, and reporting to the Head of Finance.
• Complete weekly and monthly bank reconciliations, including cash movement analysis of receipts and payments.
• Assist with purchase ledger activities, including invoice coding and preparation of payment runs.
• Support the sales ledger by raising and posting sales invoices within the accounting system.
• Provide wider finance team assistance including payroll support, expense processing, fixed asset register updates, invoice scanning, and filing.
• Handle finance and general office queries via phone and email.

Key Requirements:

• AAT qualified, or qualified through significant practical experience in a finance role.
• Excellent verbal and written communication skills.
• Proven ability to build strong internal and external working relationships.
• Experience with the Construction Industry Scheme (CIS) and VAT reverse charging would be beneficial.
• Proficiency in Microsoft Excel and general Microsoft 365 applications.
• Knowledge of Sage 200 Professional is desirable, though full training will be provided!

If this sounds like something you would be interested in, please apply today!

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.