Financial Assistant

JR United Kingdom; Lancaster; On-site; GBP 30,000; Full time

Job summary

A reputable family-owned business in Lancaster seeks a Finance Assistant to join their friendly team. This office-based role offers flexibility, study support for AAT, and a chance to participate in various finance activities including sales ledger management and bank reconciliations. Ideal for those seeking a balanced work environment in a well-established company.

Benefits

Study support for AAT

Flexible working hours

Qualifications

• Previous experience in a transactional finance team.
• Exposure to Sales ledger and Bank reconciliations preferred.
• Adaptable and collaborative team player.

Responsibilities

• Perform bank reconciliations and manage credit card transactions.
• Assist with Accounts Payable and month-end duties.
• Produce sales ledger reports and resolve overdue payment queries.

Skills

Bank reconciliations

Posting payments

Managing credit card transactions

Petty cash management

Accounts Payable assistance

Month-end duties

Production of financial reports

Query resolution

Education

AAT study support

Job description

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Finance Assistant // Lancaster // £30k // Full-time or reduced hours // Study support available

Medlock Partners is working with a long-established and reputable family-owned business as they look to appoint an Accounts Assistant to join the small and friendly team.

The role will be varied, with a strong focus on the Sales Ledger and Treasury side of the transactional finance, but also with additional exposure to other areas. For example, the Purchase ledger sits primarily with a colleague but assistance will often be required to support with this.

Due to the nature of various processes and the necessity for ongoing communications with colleagues in various departments on-site, it is an office-based role. This is a flexible team though so, if circumstances arise that mean you need to work from home occasionally, that will not be an issue.

Whilst the role requires a five day week and can be full-time (8.30-5pm), there is also the potential for someone to join who would like to work shorter days to suit personal commitments. Ideal if you are looking for a role to fit around school hours, studying or you are at the stage when you are just looking to improve your work life balance!

This is a fantastic time to join this strongly performing, multi-site business which has been family owned for generations, as they look to continue to update and streamline processes in line with new technology.

They will happily invest in AAT study support to develop their new team member, if this is desired.

Duties can include:

• Bank reconciliations
• Posting payments
• Managing credit card transactions
• Petty cash management for multiple sites
• Assisting with Accounts Payable - checking coding, following up on missed authorisations, statement recs, queries.
• Month-end duties relating to Sales and Purchase ledger
• Production of reports such as Sales ledger and debtor analysis.
• Following up on overdue payments and any related query resolution.
• Support with other finance activities e.g. project support, sickness cover, process improvement.

Experience and attributes:

• Previous experience working in a transactional finance team
• Ideally some exposure to Sales ledger and Bank reconciliations
• Adaptable and keen to work collaboratively in a small team

This team will make you feel welcome, supported and valued. There is a friendly culture and they will allow flexibility when needed.

So, if you are seeking an all-round transactional finance role, with or without study support, in a secure well-established business - please reach out!