Finance Assistant

KPI Recruiting; Ulverston; On-site; GBP 20,000; Full time

Job summary

A well-established client is looking for a detail-oriented Finance Assistant to support their busy finance department in Ulverston. You will play a key role in ensuring smooth operations of purchase and sales ledgers, while assisting with financial transactions and contributing to a collaborative team environment. Ideal candidates will be organized, analytical, and customer-focused, willing to contribute positively to the finance team's dynamics.

Qualifications

• Highly organized and methodical; strong analytical skills.
• Proficient in Microsoft Excel; solid data handling.
• Strong interpersonal skills; effective communication.

Responsibilities

• Support creation and maintenance of customer accounts.
• Assist in conducting credit checks for customers.
• Process invoices and credit notes accurately.

Skills

Analytical skills

Interpersonal skills

Organizational skills

Communication

Self-motivation

Tools

Microsoft Excel

Job description

Finance Assistant

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 (phone number removed) or email (url removed)

INDCOM