Finance Data Processor & Reconciliation Specialist

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

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