Group Finance Assistant

2M Employment Solutions Limited; Wilmslow; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A growing professional services firm is seeking a Finance Assistant for a hybrid role in Wilmslow. This position involves managing financial transactions and providing support during month-end processes. The ideal candidate has experience in finance, attention to detail, and proficiency in Sage 50 and Excel. Benefits include generous holidays, healthcare cash plan, and community days.

Benefits

25 Days of Holiday + Bank holidays

Birthday Bliss

Post-Wedding Bliss

Growing Families

Healthcare cash plan

Pawternity Leave

Community Days

Qualifications

• Previous experience in finance transactions is required.
• Must manage multiple deadlines across disciplines.
• Eager to learn and contribute viewpoints.

Responsibilities

• Assist with day-to-day financial transactions and record-keeping.
• Prepare bills and monitor contract agreements.
• Manage credit control and contact customers about payments.
• Reconcile bank/credit card transactions and cash books.
• Process purchase invoices and month-end journals.

Skills

Financial transaction management

Accuracy and attention to detail

Team collaboration

Proficiency in Microsoft Excel

Initiative and problem-solving

Tools

Sage 50

Job description

Overview

Finance Assistant Location: Hybrid - 3 days in Wilmslow, 2 days from home Salary: £25,000 - £30,000 per annum

The Citation Group of companies is a growing professional services and compliance business employing over 600 people. The product delivers valuable HR, Employment Law, Health & Safety, ISO and Electrical Safety products and services to over 45,000 SMEs across the UK. The Citation Group has grown rapidly and, as a Private Equity-backed business, the plan is to triple the size of the business over the next few years through both organic growth and acquisitions.

The role: We are currently looking to recruit an experienced Finance Assistant to support our busy Finance team. This role will be varied, covering standard month-end, year-end procedures as well as providing ad-hoc support for the group finance team.

Responsibilities

• Assist with day-to-day financial transactions and record-keeping
• Billing preparation - collecting monthly figures, invoice preparations, monitoring contract agreements, billing schedules maintenance
• Credit control management, producing weekly statements, identifying and resolving accounts discrepancies, errors and potential anomalies. Contacting customers to discuss payment.
• Bank/credit cards transactions and cash book reconciliations
• Process purchase invoices
• Processing of month-end journals as required
• Assist in month-end closing process (i.e. cost analysis by ledger account)

About you

• Previous experience in day-to-day finance transactions.
• Ability to work independently and collaboratively, managing multiple deadlines across different disciplines.
• Accuracy and attention to detail.
• The ability to act on own initiative as well as being a team player
• Ability to identify potential issues and problems in timely manner and take relevant actions
• Proficiency in using financial software (preferably Sage 50) with a strong knowledge of Microsoft Excel
• Eager to learn and absorb information from the team and other departments, contribute own viewpoint/opinion.

Benefits

• 25 Days of Holiday + Bank holidays: Take your well-deserved break with 25 days of holiday, plus bank holidays.
• Birthday Bliss: A day off to celebrate your birthday.
• Post-Wedding Bliss: Extra weeks of holiday for those celebrating newlyweds.
• Growing Families: Vouchers and special perks to celebrate growing families.
• Healthcare cash plan: Private healthcare for well-being.
• Pawternity Leave: A day off to welcome a new furry friend.
• Community Days: A day off to volunteer and support charities.

Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!