Financial Assistant

Westgate Global; Stafford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading construction services firm in Stafford is looking for a motivated Finance Assistant to support the Finance Department. You will manage purchase and sales ledgers, assist with credit control, and help prepare management accounts. Ideal candidates will have strong finance experience, attention to detail, and proficiency with accounting software. Join us to contribute to our team and business performance.

Qualifications

• Experience in a finance or accounts role is essential.
• Strong knowledge of purchase ledger, sales ledger, and credit control.
• Familiarity with month-end processes and management accounts is advantageous.

Responsibilities

• Process purchase invoices and ensure correct coding.
• Reconcile supplier statements and resolve discrepancies.
• Raise sales invoices and credit notes in a timely manner.
• Monitor aged debtors and follow up overdue accounts.
• Support month-end processes including accruals and reconciliations.

Skills

Purchase ledger knowledge

Sales ledger knowledge

Credit control

Accounting software proficiency (e.g., Sage, Xero, SAP)

MS Excel skills

Attention to detail

Communication skills

Ability to manage multiple priorities

Education

Currently studying towards AAT Level 3 or 4 (or equivalent)

Qualified by experience in a similar role

Job description

Company Description

Westgate Global are market leaders in industrial factory and warehouse partitions, curtains and screens and construction and fit out hoarding. Our range of practical partitioning, hoarding and structure solutions solve issues with dust, temperature, cross-contamination, fire resistance, sound reduction, space optimisation and much more. Our product ranges are customised to adapt to different scenarios and situations, delivered using modular systems for quick turn around and ease of installation, minimising disruption on site.

Suitable for temporary to more permanent requirements, we design our systems to be reusable where possible, being adaptable, reconfigurable, relocatable and designed to leave no lasting damage to buildings. We are a family run business which has been operating for nearly 50 years.

Role Description

We are seeking a motivated and detail-oriented Finance Assistant to support the day-to-day running of the Finance Department. The role covers a wide range of responsibilities including purchase ledger, sales ledger, credit control, and assisting with management accounts preparation. This position is key to ensuring the accuracy and integrity of financial records, supporting the wider finance function, and contributing to business performance.

Key Responsibilities

• Purchase Ledger: Process purchase invoices, ensuring correct coding and authorisation.
• Purchase Ledger: Reconcile supplier statements and resolve discrepancies.
• Purchase Ledger: Prepare payment runs in line with agreed terms and deadlines.
• Sales Ledger: Raise sales invoices and credit notes in a timely manner.
• Sales Ledger: Allocate customer payments accurately.
• Sales Ledger: Maintain up-to-date records of customer accounts.
• Credit Control: Monitor aged debtors and follow up overdue accounts.
• Credit Control: Liaise with customers to resolve queries and ensure timely payments.
• Credit Control: Escalate persistent payment issues to the Ledger Supervisor.
• Management Accounts Assistance: Support month-end processes, including accruals, prepayments, and reconciliations.
• Management Accounts Assistance: Assist in the preparation of management reports and analysis.
• Management Accounts Assistance: Provide ad hoc financial support and reporting as required.

Skills & Experience

• Previous experience in a finance or accounts role (essential).
• Strong knowledge of purchase ledger, sales ledger, and credit control.
• Familiarity with month-end processes and management accounts is advantageous.
• Good working knowledge of accounting software (e.g., Sage, Xero, SAP) and MS Excel.
• Excellent attention to detail and accuracy.
• Strong communication and interpersonal skills.
• Ability to work to deadlines and manage multiple priorities.

Qualifications

• Currently studying towards AAT Level 3 or 4 (or equivalent).
• Alternatively, qualified by experience in a similar role.

Personal Attributes Aligned to our Company Values

• Collaborative: Works effectively within the finance team and across departments to achieve shared goals.
• Loyal: Committed to supporting the business and maintaining confidentiality in all financial matters.
• Trustworthy: Demonstrates integrity, accuracy, and reliability in handling financial data.
• Progressive: Embraces continuous learning and development, particularly in advancing accounting knowledge and skills.
• Flexible: Adapts to changing business needs and is willing to take on varied finance tasks as required.