Financial Assistant

Investigo; England; On-site; GBP 26,000 - 32,000; Full time

Job summary

Investigo is seeking a Finance Assistant to join a growing finance team with broad exposure to financial reporting, budgeting, forecasting, and business partnering activities in a multi-site environment.

You will work closely with operational and finance stakeholders to deliver accurate reporting and insightful analysis, supporting business performance and strong financial controls. This is ideal for developing a career in finance while handling a range of commercial finance responsibilities.

Qualifications

• Previous experience in a finance, accounting, or analytical role.
• Studying toward AAT, ACCA, CIMA, ACA, or similar finance qualification is desirable.
• Strong Excel skills and confidence with financial data.
• Experience using ERP or finance systems would be beneficial.

Responsibilities

• Support regular financial performance reviews and reporting.
• Produce and maintain management reports, dashboards, and KPIs.
• Assist with forecasting, budgeting and reforecasting.
• Analyse revenue, costs, labour expenditure and profitability trends.
• Review underperforming areas and provide financial insight for decision-making.
• Support commercial analysis and identify opportunities to improve financial performance.

Skills

Excel proficiency

Analytical mindset

Strong communication

Attention to detail

Education

Qualified studies toward AAT/ACCA/CIMA/ACA

Tools

ERP/finance systems

Job description

An exciting opportunity has arisen for a Finance Assistant to join a growing finance team. This role offers broad exposure across financial reporting, commercial analysis, budgeting, forecasting, and business partnering activities within a fast-paced, multi-site environment.

The successful candidate will work closely with operational and finance stakeholders, supporting business performance through accurate reporting, insightful analysis, and effective financial control. This position is ideal for someone looking to develop their finance career and gain exposure to a wide range of commercial finance responsibilities.

Key Responsibilities

• Support the preparation and analysis of regular financial performance reviews.
• Produce and maintain management reports, dashboards, and key performance indicators.
• Assist with forecasting, budgeting, and reforecasting activities.
• Analyse revenue, costs, labour expenditure, and profitability trends.
• Review underperforming business areas and provide financial insight to support decision-making.
• Support commercial analysis and identify opportunities to improve financial performance.

Month-End & Financial Control

• Assist with month-end close processes.
• Prepare and review accruals, prepayments, deferred income, and other accounting adjustments.
• Investigate variances and resolve discrepancies within financial records.
• Support balance sheet reconciliations and financial controls.
• Ensure financial information is recorded accurately and in accordance with company policies.
• Support billing and revenue recognition activities.
• Review financial transactions for accuracy and completeness.
• Assist with internal recharges and cost allocation processes.
• Monitor revenue and cost reporting to ensure consistency and accuracy.

Operational Finance Support

• Work with operational stakeholders to provide financial information and analysis.
• Assist with workforce, headcount, and labour cost reporting.
• Support ad-hoc financial projects and business initiatives.
• Provide reporting and analysis to support operational decision-making.

Governance & Compliance

• Maintain accurate financial records and supporting documentation.
• Support internal controls, governance processes, and audit requirements.
• Assist with debt monitoring and follow-up activities.
• Ensure compliance with finance policies and reporting requirements.

Skills & Experience Required

• Previous experience within a finance, accounting, or analytical role.
• Studying towards AAT, ACCA, CIMA, ACA, or a similar finance qualification is desirable.
• Strong Excel skills and confidence working with financial data.
• Experience using ERP or finance systems would be beneficial.
• Excellent attention to detail and problem-solving ability.
• Strong communication skills with the ability to build relationships across different teams.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Positive, proactive attitude with a willingness to learn and develop.

What's on Offer

• Exposure to a broad range of finance and commercial activities.
• Opportunity to work closely with experienced finance professionals and business stakeholders.
• Ongoing learning, development, and study support.
• Collaborative and supportive working environment.
• Clear progression opportunities within a growing organisation.