Finance Assistant

PREMIER OFFICE SYSTEMS; Ulverston; On-site; GBP 20,000 - 25,000; Full time

Job summary

A leading company in financial solutions is looking for a proactive Finance Assistant in Ulverston to support their finance department. You will play a key role in managing both purchase and sales ledgers, focusing on accuracy and efficiency in financial operations. Ideal candidates should demonstrate strong analytical skills, proficiency in Excel, and a commitment to delivering excellent service, while working collaboratively in a fast-paced environment.

Qualifications

• Organized and methodical with strong analytical skills.
• Proficient in Microsoft Excel.
• Strong communication skills; experience liaising with stakeholders.

Responsibilities

• Assist in maintaining customer accounts and ensuring accuracy.
• Process invoices and credit notes; conduct monthly reconciliations.
• Provide support for the finance team as needed.

Skills

Analytical skills

Microsoft Excel

Interpersonal skills

Communication skills

Organizational skills

Customer-focused

Detail-oriented

Adaptability

Job description

Location: Ulverston

Hours: Monday to Friday, 30 hours per week

Duration: Permanent

Salary: £20,000 per annum (based on a 30 hour week)

The Role

We are working on behalf of a well-established client who is looking to recruit a detail-oriented and proactive Finance Assistant to support their busy finance department. This role will play a key part in ensuring the smooth operation of both the purchase and sales ledgers.

You will work closely with the Accounts Payable Clerk and Credit Controller, assisting with day-to-day financial transactions, invoice processing, reconciliations, and administrative duties. The ideal candidate will have a foundational understanding of accounting processes, a keen eye for detail, and a willingness to learn and contribute to a collaborative finance team.

Main Duties

• Supporting the creation and maintenance of new customer accounts, ensuring accuracy for both sales and financial reporting
• Assisting in conducting credit checks on new and existing customers to determine appropriate credit limits and confirm insurance coverage where applicable
• Responding to inquiries from sales representatives and customers, providing timely and effective resolution
• Assisting in setting up and updating supplier accounts for the companies
• Processing invoices and credit notes, including sorting, coding, and verifying authorisation
• Handling the processing of manual purchase orders in line with company procedures
• Conducting monthly reconciliations of supplier statements and resolved discrepancies promptly
• Providing cross-functional support and cover for other members of the finance team as needed
• Contributing to a culture of continuous improvement by offering ideas and suggestions to enhance finance processes
• Actively upholding the companies' values, policies, procedures, and organisational objectives
  
  

Experience

• Highly organised and methodical, with strong analytical skills and the ability to interpret and apply data effectively
• Proficient in Microsoft Excel, with a solid understanding of data handling and spreadsheet functions
• Strong interpersonal and communication skills; experienced in liaising professionally with both internal and external stakeholders, including suppliers and customers
• Self-motivated and capable of working independently while consistently meeting deadlines
• Customer-focused, always striving to deliver excellent service and putting the customer at the centre of all actions
• Collaborative team player who contributes positively to team dynamics and shared goals
• Dedicated to continuous improvement, always seeking ways to enhance efficiency and simplify processes
• Resilient and adaptable, able to manage and prioritise competing demands in a fast-paced environment
• Flexible and open to new tasks, challenges, and ways of working
• Committed to maintaining a high standard of accuracy, quality, and professionalism in all work
  
  

Interested? Call Meg on 01782 712230 or email

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