Remote Finance Assistant — Client Accounts & Automation

Infinitecfo; Cheltenham; Hybrid; GBP 23,000 - 30,000; Full time

Job summary

InfiniteCFO in Cheltenham is seeking an experienced Finance Assistant to join our growing client service team. You will ensure accurate records are maintained and help improve processes, including through technology enhancements.

You will collaborate with clients to capture necessary information, ensure correct transaction processing, and promote new ways of working. This role offers a flexible home-based setup with occasional travel.

Qualifications

• AAT qualified or equivalent.
• Experience with Accounting Software (Xero, Sage).
• Intermediate Excel skills.
• Comfortable using AI-based tools or automations to streamline data entry, reconciliation, or reporting.
• Able to work independently.
• Process oriented with attention to detail.
• Able to translate complex data into easy to understand messages.

Responsibilities

• Processing Sales transactions for clients from sales order to invoice and receipt to a high level of accuracy.
• Processing Purchase transactions for clients from requisition to order, invoice and payment to a high level of accuracy.
• Onboarding new clients and implementing standard processes and automation tools.
• Working with the wider client service team to develop better ways of operating, implementing processes and tools to continuously improve the value delivered to clients.

Skills

Intermediate Excel

Attention to detail

Independent working

Data interpretation

Adaptability

Education

AAT qualified or equivalent

Tools

Xero

Sage

AI automation tools

Job description

InfiniteCFO in Cheltenham is seeking an experienced Finance Assistant to join our growing client service team. You will ensure accurate records are maintained and help improve processes, including through technology enhancements.

You will collaborate with clients to capture necessary information, ensure correct transaction processing, and promote new ways of working. This role offers a flexible home-based setup with occasional travel.