Finance Assistant

IPS Finance; West Yorkshire; On-site; GBP 21,000 - 30,000; Full time

Benefits offered by this job

Benefits package

Support for professional studies

Development opportunities

Job summary

IPS Finance invites applications for an Accounts Administrator to join the Finance team in West Yorkshire. The role combines accounts administration with credit control, export administration, and customer support to ensure accurate records and efficient processes.

The successful candidate will take ownership of tasks, demonstrate strong attention to detail, and thrive in a collaborative environment with opportunities for professional development.

Qualifications

• Previous experience in an Accounts Receivable, Credit Control, Accounts Administration, or Finance Administration role.
• Excellent attention to detail and numerical accuracy.
• Proficient with Microsoft Excel and Office applications.

Responsibilities

• Manage the sales ledger, raise and process customer invoices, credit notes, proforma invoices, customer statements, and service contract renewals.
• Process daily customer receipts, allocate payments, perform bank reconciliations, maintain the cashbook and reconcile standing orders.
• Proactively manage credit control by monitoring customer accounts and following up outstanding payments.
• Prepare export and customs documentation and ensure compliance with requirements.
• Administer expenses and provide support to colleagues using the system.
• Respond to customer and internal enquiries relating to accounts, invoicing, pricing and payments.
• Prepare monthly sales reports, assist month-end processes and maintain accurate financial records.
• Collaborate with colleagues to prioritise workloads and identify process improvements.

Skills

Accounts Receivable

Credit Control

Excel

Sage

Sales Ledger

Bank Reconciliations

Accounts Administration

Tools

Sage

Job description

Our client, a family-owned business is looking for an Accounts Administrator to join their friendly Finance team, where you'll play an important role in supporting the smooth running of the business.

This is a varied and rewarding position that combines accounts administration, credit control, customer support, and export administration. You'll work closely with colleagues across the business, building strong relationships while ensuring our financial records are accurate, customers are well supported, and processes run efficiently.

We're looking for someone with previous experience in a similar role who enjoys taking ownership of their work, has a keen eye for detail, and thrives in a collaborative environment.

In return, they offer some excellent benefits, a supportive workplace where your ideas are valued, your development is encouraged, and are happy to support further professional studies.

Key Responsibilities

• Manage the sales ledger, raising and processing customer invoices, credit notes, proforma invoices, customer statements, and service contract renewals.
• Process daily customer receipts, allocate payments, complete bank reconciliations, maintain the cashbook, and reconcile standing orders.
• Proactively manage credit control by monitoring customer accounts, resolving account queries, and following up outstanding payments professionally and promptly.
• Prepare and maintain export and customs documentation, including Certificates of Origin, ensuring compliance with company and regulatory requirements.
• Administer company expenses through ExpenseIn, including credit card reconciliations, fuel card processing, and providing support to colleagues using the system.
• Respond to customer and internal enquiries relating to accounts, invoicing, pricing, and payments, providing excellent customer service and support to the Sales and Service teams.
• Prepare monthly sales reports, assist with month-end processes and reconciliations, and maintain accurate financial records across business systems.
• Work collaboratively with colleagues across the business, prioritising workloads effectively, identifying opportunities for improvement, and demonstrating initiative when resolving queries or challenges.

Essential

• Previous experience in an Accounts Receivable, Credit Control, Accounts Administration, or Finance Administration role.
• Experience using accounting software, ideally Sage.
• Good understanding of sales ledger processes, bank reconciliations, and credit control.
• Confident user of Microsoft Excel and the wider Microsoft Office suite.
• Excellent attention to detail with a high level of numerical accuracy.
• Strong organisational skills with the ability to manage multiple priorities effectively.
• Excellent communication skills, both written and verbal, with a customer-focused approach.
• A positive, proactive attitude with the confidence to use initiative and ask questions when needed.
• A collaborative team player who is approachable, supportive, and enjoys building positive working relationships.
• A willingness to learn, develop professionally, and embrace new systems and processes.