Group Finance Assistant

Citation; Wilmslow; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A professional services company in Wilmslow is seeking an experienced Finance Assistant to ensure efficient financial transactions. This hybrid role involves billing preparation, credit control management, and supporting month-end processes. Ideal candidates have experience in finance, attention to detail, and proficiency in Sage 50 and Excel. The position offers competitive benefits including 25 days holiday, healthcare cash plan, and more.

Benefits

25 Days of Holiday + Bank holidays

Day off on your birthday

Extra weeks of holiday for weddings

Vouchers for new family members

Private healthcare coverage

Pawternity Leave

Community Days for volunteering

Qualifications

• Experience in day-to-day finance transactions.
• Ability to manage multiple deadlines.
• Proficiency in using financial software.

Responsibilities

• Assist with day-to-day financial transactions and record-keeping.
• Prepare billing and monitor agreements.
• Manage credit control and customer communications.

Skills

Financial Transactions

Attention to Detail

Team Collaboration

Problem Identification

Sage 50 Proficiency

Microsoft Excel Skills

Tools

Sage 50

Microsoft Excel

Job description

Overview

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

Headquartered in Wilmslow and established in 1995, 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 over the past few years and has big ambitions for the future. 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
• Birthday Bliss: Day off on your birthday
• Post-Wedding Bliss: Extra weeks of holiday to celebrate your wedding
• Growing Families: Vouchers and special perks for new or expecting family members
• Healthcare cash plan: Private healthcare coverage
• Pawternity Leave: A day off to welcome a new pet
• Community Days: A day off to volunteer or support charities

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