Finance Assistant (15 month FTC)

Castle Employment Group; York and North Yorkshire; Hybrid; GBP 28,000 - 34,000; Full time

Benefits offered by this job

25 days holiday

Company pension

Private medical insurance

Health and wellbeing initiatives

Discounted on-site facilities

Employee Assistance Programme

Regular company events

Job summary

Castle Employment Group in York is seeking an experienced Finance Assistant to take ownership of the purchase ledger across multiple companies. You will resolve queries, process around 300 invoices monthly, support month-end activities and ensure accurate posting with three-way matching.

Hybrid working is offered with two on-site days per week. Ideal candidates have AAT level 2, solid Accounts Payable experience, strong Excel skills, and familiarity with Sage 200 or Xero.

Qualifications

• AAT Level 2 or higher is required.
• Experience with purchase ledger and accounts payable.
• Experience with three-way invoice matching.
• Strong Excel skills and multi-company processing.
• Sage 200 Pro experience advantageous; Xero helpful.

Responsibilities

• Process approximately 300 invoices per month across multiple companies.
• Perform three-way matching across purchase orders, delivery notes, service reports and invoices.
• Ensure invoices are allocated to the correct company and resolve discrepancies.
• Manage supplier statements and investigate invoice queries.
• Liaise with suppliers and internal colleagues to obtain missing information and resolve issues.
• Support month-end payment runs and occasional ad hoc payments.
• Prepare payments for bank authorisation.
• Check employee expenses and credit card transactions.
• Reconcile Stripe payments against sales orders and bank transactions.
• Chase invoices and supporting documentation for payments made in advance.
• Provide information and documentation for audit requests.
• Support wider finance activities as required.

Skills

Purchase ledger

Accounts payable

Excel

Education

AAT Level 2

Tools

Sage 200 Professional

Xero

Job description

York | Up to £31,000 | 15-month fixed-term contract | Hybrid working

Are you an experienced Finance Assistant who enjoys taking ownership of purchase ledger, resolving queries and keeping transactions moving accurately?

This is an opportunity to join a supportive and busy finance team where you will work across multiple companies, giving you plenty of variety and exposure. You'll be joining a team that communicates closely, shares workloads during busy periods and works together to get priorities completed.

Initially offered as a 15-month fixed-term contract, there is potential for the position to become permanent, although this cannot be guaranteed.

What you'll be doing

• Processing approximately 300 invoices per month across multiple companies
• Completing three-way matching across purchase orders, delivery notes or service reports and invoices
• Checking invoices are allocated to the correct company and resolving discrepancies
• Managing supplier statements and investigating invoice queries
• Liaising with suppliers and internal colleagues to obtain missing information and resolve issues
• Supporting month-end payment runs and occasional ad hoc payments
• Preparing payments ready for bank authorisation
• Checking employee expenses and credit card transactions
• Reconciling Stripe card payments against sales orders and bank transactions
• Chasing invoices and supporting documentation for payments made in advance
• Providing information and documentation for audit requests
• Supporting wider finance activities when required

What you'll need

We're looking for someone who can confidently take ownership of transactional finance work within a busy environment.

• AAT Level 2 qualification as a minimum
• Proven purchase ledger and accounts payable experience
• Experience of three-way invoice matching
• Confidence managing supplier and internal invoice queries through to resolution
• Good practical Excel skills, including working with and manipulating exported data
• The ability to work accurately across multiple companies and transaction streams
• A proactive approach, with the confidence to ask questions and follow issues through to completion

Experience using Sage 200 Professional would be advantageous but isn't essential. Exposure to Xero would also be useful.

Salary, hours and benefits

You’ll receive a salary of up to £31,000, alongside:

• 25 days' holiday plus bank holidays, pro rata
• Company pension contribution of up to 6%
• Private medical insurance from your first anniversary
• Health and wellbeing initiatives
• Discounted on-site facilities, including canteen and gym
• Employee Assistance Programme
• Regular company events

This is a 37.5-hour working week with flexibility around start and finish times, such as 8.30am to 4.30pm or 9am to 5pm.

The role is based in York with hybrid working. You'll usually spend at least two days per week on site, with some weeks requiring three days. Additional office-based working may be needed during your initial training.

If you're an experienced Finance Assistant or purchase ledger professional looking for a varied role where you can take real ownership of your workload, we'd like to hear from you.