Finance Assistant Data Processor

Lloyd Barnes Recruitment; Tavistock; On-site; GBP 30,000 - 33,000; Full time

Job summary

Lloyd Barnes Recruitment represents a well-established organisation in Tavistock seeking a Finance Assistant/Data Processor on a full-time, permanent basis. The role covers finance administration, data processing and reconciliations, working in a small, collaborative team.

You will use Excel and Sage, handle invoices, bank reconciliations, supplier payments, and maintain donor data across systems. AAT Level 3 or above is required, with experience in finance controls, and the ability to work

Qualifications

• AAT Level 3 qualified or above, with relevant finance experience.
• Strong Excel and IT skills, with confidence learning new systems.
• Previous experience using Sage or similar accounting software.
• Good understanding of financial controls, reconciliations and accounting processes.
• Highly organised, accurate and able to work effectively both independently and collaboratively.

Responsibilities

• Support day-to-day finance administration and data processing.
• Prepare invoices and assist with credit control activities.
• Complete regular bank and transaction reconciliations.
• Support supplier payments and charity disbursement processes.
• Maintain accurate donor and financial data across internal systems.
• Liaise with employers, charities and financial institutions as required.
• Manage shared mailboxes and respond to queries promptly.
• Provide wider support to the finance and processing teams as required.

Skills

Excel

IT skills

Sage

Education

AAT Level 3 or above

Tools

Sage

Job description

Finance Assistant/Data Processor
Tavistock, Devon
Circa £30,000 - £33,000 per annum

Our client, a well-established organisation, is seeking an experienced Finance Assistant/Data Processor to join their small and collaborative team on a full-time, permanent basis.

This Finance Assistant/Data Processor role offers a broad range of responsibilities across finance administration, data processing and reconciliations. It would suit a detail-oriented finance professional who is confident using technology, comfortable working across multiple systems, and looking to develop their skills within a supportive and collaborative team.

The role provides genuine responsibility and variety, with the opportunity to contribute to the smooth and accurate delivery of the wider finance function within a supportive team environment.

The responsibilities:

• Support day-to-day finance administration and data processing
• Prepare invoices and assist with credit control activities
• Complete regular bank and transaction reconciliations
• Support supplier payments and charity disbursement processes
• Maintain accurate donor and financial data across internal systems
• Liaise with employers, charities and financial institutions as required
• Manage shared mailboxes and respond to queries promptly
• Provide wider support to the finance and processing teams as required

The candidate:

• AAT Level 3 qualified or above, with relevant finance experience
• Strong Excel and IT skills, with confidence learning new systems
• Previous experience using Sage or similar accounting software
• Good understanding of financial controls, reconciliations and accounting processes
• Highly organised, accurate and able to work effectively both independently and collaboratively

Ref: 15361