Finance & Office Assistant

Angel Solutions Ltd; Liverpool; Hybrid; Confidential; Full time

Job summary

A leading SaaS company is seeking a Finance & Office Assistant who thrives on detail and variety. This role involves managing finance operations, processing payroll, and ensuring compliance with VAT regulations. The ideal candidate has at least 2 years of finance experience, is proficient in Sage or Xero, and is highly organized. This hybrid role offers additional perks like birthday leave and training opportunities.

Benefits

Birthday Off

Finish Early Fridays

Innovation Days

Ongoing Training & Qualifications

Creative Office Space

Surprise Treat-Days

Private Medical Insurance

Christmas Shutdown

Incremental Salary Increase

Qualifications

• Minimum of 2 years’ experience in a similar finance role.
• 1-2 years’ practical experience using Sage and/or Xero for core finance tasks.
• Proficient in Microsoft Excel for day-to-day tasks.

Responsibilities

• Produce and send customer invoices in a timely manner.
• Assist in processing monthly payroll for employees.
• Prepare and submit quarterly VAT returns.

Skills

Attention to detail

Proactive

Multitasking

Effective communication

Tools

Sage

Xero

Microsoft Excel

Job description

Location: Hybrid role (remote & Liverpool office as required)

Closing Date:

Closing Date: Tuesday, 30 September, 2025 - 5pm

Love spreadsheets, smooth systems, and solving the puzzle of everyday finance?

At Angel Solutions, our mission is to make education smarter through beautifully designed SaaS tools. We’re looking for a Finance & Office Assistant who thrives on details, loves variety, and wants to be part of a friendly, purpose-driven team.

We are looking for someone who:

• Has a keen eye for detail and a structured approach
• Stays focused, proactive, and adaptable to shifting priorities
• Works independently and takes ownership
• Excels at multitasking and prioritisation
• Communicates effectively and collaborates well
• Remains calm under pressure and maintains confidentiality

Key Responsibilities / Duties

Daily Finance Operations

• Produce and send customer invoices in a timely manner, working to minimise debtor days.
• Reconcile bank accounts daily to ensure accurate cash flow monitoring.
• Process payments to suppliers and reimburse employee expenses, ensuring all transactions are accurately recorded.
• Resolve customer invoicing queries promptly and professionally.

Payroll and Benefits Administration

• Assist in processing monthly payroll for employees.
• Administer staff benefits and expenses in line with company policy and HMRC regulations.
• Act as a point of contact for employee payroll and expense queries.
• Ensure secure handling and storage of all payroll and benefits-related information.

Month-End and Financial Reporting

• Contribute to the month-end close process, including basic P&L and cash flow reporting support.
• Assist with balance sheet reconciliations.
• Support preparation and updates of budgets and costings, ensuring financial efficiency and value for money.
• Help prepare documentation for internal and external audits and support year-end financial tasks.

VAT and HMRC Compliance

• Prepare and submit quarterly VAT returns, ensuring compliance with HMRC regulations.
• Ensure VAT processes and recordkeeping are consistently followed and up to date.
• Assist with PAYE submissions and general HMRC-related compliance tasks.

Sales and Purchase Ledger Support

• Maintain and process entries on the sales and purchase ledgers.
• Reconcile supplier statements and ensure customer accounts are accurate and up to date.
• Monitor debtors and creditors to support effective cash flow and supplier relationships

Office and Team Support

• Provide general office and finance admin support including answering phones, greeting visitors, handling post, and assisting colleagues with finance-related queries.
• Help arrange internal staff events, meetings, and company socials.
• Act as a contact with the building management for office-related matters.

Process Improvement and Systems

• Identify opportunities to improve finance processes and support the implementation of system improvements.
• Apply your experience with Xero, Sage, or equivalent systems, alongside Excel, to support financial reporting, reconciliation, and automation efforts.
• Explore or implement AI-powered tools (e.g., automated invoice matching, forecasting tools) to support smarter and faster decision-making.
• Confidently use the Microsoft Office suite and other digital tools to support your role.

Learning and Development

• Take initiative in maintaining and updating your Personal Development Plan (PDP) to support your professional growth.
• Participate in finance-related and soft skills training as part of your development within the company.
• Contribute to quarterly team reviews and present finance updates where required.

Collaboration and Communication

• Work closely with the Finance Director, People Manager, and other internal teams to support accurate and timely financial operations.
• Provide cover and maintain continuity during team member absences
• Escalate issues appropriately and communicate clearly and professionally across the business

Job Requirements

• Minimum of 2 years’ experience in a similar finance role
• 1–2 years’ practical experience using Sage and/or Xero for core finance tasks such as invoicing, bank reconciliations, VAT submissions, and ledger management.
• Proficient in Microsoft Excel for day-to-day tasks including formulas, tables and charts.
• Experience using AI-powered tools to streamline financial processes, enhance data analysis, or support efficient decision-making
• Hybrid Working: We offer a blend of remote and office-based working based on the needs of the individual and the business.
• Your Birthday Off: In addition to Annual Leave allowance
• Regular Finish Early Fridays: as a reward for all your hard work
• Innovation Days: Time to get away from "normal" and work differently
• Ongoing Training & Qualifications: Learning is at the core of who we are
• Creative Office Space: We have a ball pool, swings, popcorn machine, a gypsy caravan...
• Surprise Treat-Days: Park fun days, meals out, workshops… who knows what's next?
• Parental Leave: Maternity, paternity and adoption leave from day one
• Dependants Leave Allowance: Time off if your child / family member is poorly
• Private Medical Insurance: Because we want to know you're looked after
• Christmas Shutdown: In addition to annual leave allowance. We love Christmas and it's a great time to rest and recharge those batteries!
• Earn More Every Month: After probation, all employees automatically receive an incremental monthly salary increase, amounting to £500 every year.

What We Do at Angel Solutions…

Angel Solutions creates pioneering web-based software that serves the education industry (teachers, leaders, school improvement officers, education data analysts and more). Most of our products are designed to save people time and deliver powerful data analysis, but that's not all we're about! We also strive to be creative and innovative in everything we do, and want to remain a friendly, close-knit team even as the company continues to grow.

How to apply

Please complete an online application now . You'll need to give a few quick details, upload your CV and briefly explain why you think you're suitable for the role. We'll contact suitable applicants shortly after the closing date.

We are an equal opportunities employer and welcome applications from all suitably qualified individuals regardless of race, sex, disability, religion/belief, sexual orientation or age.

We do not accept applications from recruitment agencies or similar!

Go to our Jobs Page for more about the benefits of working at Angel Solutions, or see the About Us Page to read about our values and why we work in a circus!

Check out our latest photos on Flickr for an idea of what life is like when you're part of our team…