Finance Assistant

Sage Green; West Midlands; On-site; GBP 28,000 - 30,000; Full time

Job summary

Sage Green is seeking a Finance Assistant to join the team on a full-time, permanent basis. The role focuses on accurate processing of financial transactions, including accounts payable and receivable, with a strong emphasis on reconciliations and Excel-driven analysis.

The successful candidate will liaise with Directors and operations, support finance transformation initiatives, and contribute to ongoing process improvements. A competitive salary of £28,000–£30,000 per annum is offered.

Qualifications

• Previous experience in a Finance Assistant role with AR/AP knowledge.
• Strong reconciliation experience is essential.
• Advanced Excel skills (VLOOKUP/XLOOKUP, pivot tables) required.
• Ability to work accurately under pressure and meet deadlines.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication. Desirable: SAPB1 and AI automation workflows.

Responsibilities

• Process high volumes of invoices accurately and timely (AP).
• Raise and issue client invoices and post cash receipts (AR).
• Maintain account reconciliations and resolve queries.
• Support ad-hoc reporting and finance transformation initiatives.

Skills

AR/AP experience

Reconciliation

Excel (VLOOKUP/XLOOKUP, Pivot)

Under pressure/deadlines

Analytical thinking

Communication skills

Tools

SAPB1

Job description

Our client have an exciting opportunity for a Finance Assistant to join the teamon a full-time, permanent basis, and in return you will receive a competitive salary of £28,000 - £30,000 per annum.

The Finance Assistant role:

The Finance Assistant plays a key role within the Finance function, supporting the accurate and timely processing of financial transactions.

This role operates in a fast-paced environment where workloads can sometimes be time-pressured at peak periods. A high degree of accuracy, excellent attention to detail, and strong organisational skills are essential.

The Finance Assistant liaises with colleagues across the business, from Director level to operational peers. They must be confident communicating at all levels, inquisitive, and comfortable constructively challenging stakeholders to resolve issues and improve process.

Key Responsibilities include:

Accounts Payable

• Processing high volumes of incoming invoices accurately and in a timely manner
• Statement monitoring and reconciliations (including investigation and resolution queries)
• Resolving internal and external queries
• Monitoring and selection of key suppliers for inclusion in weekly payment runs.
• Weekly distribution of remittances

Accounts Receivable

• Raising and issuing of invoices to clients
• Posting and allocation of cash receipts
• Account reconciliations (including investigation and resolution of queries)
• Assisting with ad-hoc reporting and analysis as required

Projects & Continuous Improvement

• Supporting finance transformation initiatives

In addition, Ad Hoc duties as required to support the work of the finance team/wider business. Whilst the above is accurate at the time of publication, this may be subject to change as the team moves through a period of transition.

Skills and experience they are looking for in their Finance Assistant

Essential

• Previous experience in a Finance Assistant role (including demonstrable knowledge of AR/AP)
• Strong reconciliation experience
• Advanced Microsoft Excel skills, including VLOOKUP/XLOOKUP, complex formula creation, and pivot tables built from raw source data
• Ability to work accurately under pressure and meet deadlines
• Strong analytical and problem-solving skills
• Excellent communication skills, both written and verbal

Desirable

• Experience with SAPB1
• Experience of working with AI automation workflows

Personal Attributes

• Exceptional attention to detail
• Highly organised with the ability to prioritise workload effectively
• Inquisitive and proactive in identifying issues
• Confident in challenging colleagues constructively to resolve discrepancies
• Professional and credible when liaising with stakeholders at all levels, including Directors
• Team-oriented with a collaborative approach

Working Relationships

• Wider Finance team
• Operations team
• Directors and senior stakeholders
• External suppliers and service providers
• Banking contacts