Finance Assistant

Tgs-Group; West of England; On-site; GBP 26,000 - 35,000; Full time

Job summary

Tgs-Group in Bristol is seeking a focussed finance professional to manage the sales ledger and credit control. You will handle invoices, cash allocations and customer communications to maintain accurate ledgers.

Based in Fishponds Bristol, the role acts within a busy finance team, offering routine processes, monthly statements, and opportunities to improve controls and efficiency.

Qualifications

• Experience in finance or accounts administration roles.
• Experience with sales ledger and credit control.
• Familiar with ERP systems and standard office software.

Responsibilities

• Process and post customer invoices accurately and promptly.
• Maintain up-to-date customer account records.
• Reconcile the sales ledger regularly to ensure accuracy.
• Allocate customer receipts and investigate unallocated cash.
• Prepare and issue monthly customer statements.
• Credit control: monitor debts and chase overdue payments.
• Communicate with customers by phone, email, or letter to resolve issues.
• Assist with month-end processes and documentation.
• Support onboarding, credit control, and order-to-cash improvements.

Skills

Attention to detail

Strong communication

Negotiation

Organisation & time-management

Work under pressure

Independence

Systems & processes understanding

Microsoft Office

ERP software knowledge

Education

AAT studies or equivalent

Tools

Dynamics

Sage

SAP

Job description

Hours: Full time, 40 hours, Monday to Friday, standard office hours (with 30-minute unpaid lunch break)

Location: This role is fully office based in Fishponds Bristol BS16

Job Purpose

To support the Finance team by maintaining an accurate sales ledger, ensuring timely customer invoicing and collections, and helping optimise company cash flow through effective credit control practices. The role will also contribute to process improvements and support the development of robust financial controls.

Key Responsibilities

• Process and post customer invoices accurately and promptly.
• Maintain up-to-date customer account records.
• Reconcile the sales ledger regularly to ensure accuracy.
• Allocate customer receipts and investigate unallocated cash.
• Prepare and issue monthly customer statements.
• Credit Control
• Monitor outstanding debts and proactively chase overdue payments.
• Communicate with customers via phone, email, and written correspondence to resolve payment issues.
• Negotiate payment plans where necessary and elevate problematic accounts.
• Support achievement of debtor day and overdue debt targets.
• Assess new customer credit applications and assist with setting and reviewing credit limits.
• Reporting & Administration
• Assist in preparing aged debt reports and cash collection forecasts.
• Support month-end processes related to sales ledger and credit control.
• Maintain accurate documentation and audit trails for all transactions.
• Assist with the implementation and ongoing improvement of customer onboarding, credit control and order-to-cash procedures.
• Improvement of the Finance function’s procedures, with a particular focus on utilising the system functionality available to us.
• Stakeholder Engagement
• Build strong relationships with customers, colleagues and other third parties.
• Respond promptly to queries regarding invoices and accounts.
• Collaboration with internal teams to resolve discrepancies or disputes.
• Other
• Provide support to the wider Finance team as required and offer cover for colleagues during periods of absence, holiday and peak workload.
• Assist with ad hoc finance and administrative tasks to support the efficient operation of the Finance function.
• Contribute to finance projects and continuous improvement initiatives aimed at enhancing controls, efficiency and reporting capabilities.

Skills & Experience Required

• Strong attention to detail and high level of accuracy.
• Excellent communication, interpersonal and negotiation skills.
• Ability to work under pressure and meet deadlines.
• Excellent organisational and time-management abilities.
• Ability to work independently and take ownership of assigned responsibilities.
• Inquisitive with a desire to develop your understanding of systems and processes.
• Experience of Microsoft Office (Outlook, Teams, Excel) and ERP software (e.g. Dynamics, Sage, SAP).
• Previous experience in a finance, accounts administration or customer account’s role, in particular with sales ledger and credit control.
• AAT studies, or an interest in pursuing a professional finance qualification.