Financial Assistant

Investigo; Wellingborough; On-site; GBP 25,000 - 35,000; Full time

Job summary

A forward-thinking business in the United Kingdom is seeking a Finance Assistant to bridge finance and the wider business. This role involves supporting month-end processes, preparing management reports, and partnering with business areas on budgets and forecasts. Ideal candidates will be studying towards AAT, ACCA, or CIMA, with strong Excel skills and experience in management accounts. This position promotes career development within a supportive team.

Benefits

Ongoing study support

Career development

Exposure to senior stakeholders

Qualifications

• Experience in a management accounts or assistant accountant role.
• Strong Excel and data analysis skills.
• Excellent communication and confident engaging with non-finance stakeholders.

Responsibilities

• Supporting the month-end process, including journals, accruals, and balance sheet reconciliations.
• Preparing insightful management reports and analysis to help senior leaders understand performance and make informed decisions.
• Partnering with other areas of the business to review budgets, forecasts, and performance.

Skills

Excel

Data analysis

Communication

Education

Part-qualified or actively studying towards AAT, ACCA, CIMA

Job description

We’re looking for a Finance Assistant who’s eager to move beyond the numbers. Someone who wants to understand the “why” behind the figures, support decision‑making, and become a true bridge between finance and the wider business.

This is not your typical transactional finance role. You’ll be working closely with senior management and leaders of different areas of the business, taking ownership of a diverse portfolio and playing a key role in driving performance across the business.

What You’ll Be Doing

• Supporting the month‑end process, including journals, accruals, and balance sheet reconciliations.
• Preparing insightful management reports and analysis to help senior leaders understand performance and make informed decisions.
• Partnering with other areas of the business to review budgets, forecasts, and performance.
• Monitoring key financial metrics and identifying opportunities to improve profitability.
• Assisting with forecasting and business planning activities.
• Helping to implement process improvements and strengthen financial controls.
• Acting as a bridge between finance and the wider business, translating financial data into actionable insights.

What We’re Looking For

• Part-qualified or actively studying towards AAT, ACCA, CIMA, or similar.
• Experience in a management accounts or assistant accountant role.
• Strong Excel and data analysis skills.
• Excellent communication and confident engaging with non‑finance stakeholders.
• A self‑starter with a commercial mindset and curiosity about how the business operates day‑to‑day.

What’s in It for You

• Exposure to senior stakeholders and strategic decision‑making.
• The chance to own your own portfolio.
• Ongoing study support and career development.
• Be part of a supportive team within a forward‑thinking, expanding business in the infrastructure and maintenance sector.

If you’re looking for a step up into a commercially focused finance role, this is it.