Finance Assistant

2M Employment Solutions Limited; Wilmslow; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A growing professional services firm in the UK is seeking an experienced Finance Assistant. This remote role involves assisting with financial transactions, billing preparation, credit control management, and month-end procedures. The ideal candidate has experience in finance and strong skills in financial software and Microsoft Excel. Join a supportive team culture that values attention to detail and independent work.

Qualifications

• Previous experience in day-to-day finance transactions.
• Ability to manage multiple deadlines across different disciplines.
• Eager to learn and contribute own viewpoint.

Responsibilities

• Assist with day-to-day financial transactions and record-keeping.
• Billing preparation and monitoring contract agreements.
• Credit control management including identifying and resolving discrepancies.

Skills

Attention to detail

Ability to work independently

Proficiency in financial software (Sage 50)

Strong knowledge of Microsoft Excel

Job description

Finance Assistant
Location: Remote/Flexible working (Wilmslow - 3 days a week)
Salary: £25k - £30k per annum

Headquartered in Wilmslow and established in 1995, the Citation Group of companies is a growing professional services and compliance business employing over 600 people. The product delivers valuable HR, Employment Law, Health & Safety, ISO, and Electrical Safety products and services to over 45,000 SMEs across the UK.

The Citation Group has grown rapidly over the past few years and has big ambitions for the future. As a Private Equity-backed business, the plan is to triple the size of the business over the next few years through both organic growth and acquisitions.

Trust ID (part of the Citation Group) is a great place to work because of the people we employ. Fun, professional, and supportive, we want like-minded individuals who love to love their job. If our culture sounds like a good fit for you and you want to be part of our success story, then send us your details.

The role

At Trust ID and across our Screening businesses, we assist organisations of all sizes across a range of industry sectors with our identity check services. By working with us, businesses can make more informed recruitment decisions, fulfill regulatory requirements, and mitigate risks to clients and employees.

We are currently looking to recruit an experienced Finance Assistant to support our busy Finance team. This role will be varied, covering standard month-end, year-end procedures, as well as providing ad-hoc support for the group finance team.

• Assist with day-to-day financial transactions and record-keeping
• Billing preparation - collecting monthly figures, invoice preparations, monitoring contract agreements, billing schedules maintenance
• Credit control management, producing weekly statements, identifying and resolving accounts discrepancies, errors, and potential anomalies. Contacting customers to discuss payment.
• Bank/credit card transactions and cash book reconciliations
• Process purchase invoices
• Processing of month-end journals as required
• Assist in month-end closing process (i.e., cost analysis by ledger account)

About you

• Previous experience in day-to-day finance transactions.
• Ability to work independently and collaboratively, managing multiple deadlines across different disciplines.
• Accuracy and attention to detail.
• The ability to act on own initiative as well as being a team player.
• Ability to identify potential issues and problems in a timely manner and take relevant actions.
• Proficiency in using financial software (preferably Sage 50) with a strong knowledge of Microsoft Excel.
• Eager to learn and absorb information from the team and other departments, contribute own viewpoint/opinion.

Hit Apply now to forward your CV.