Senior Finance Assistant

Morgan Hunt UK Limited; Bath; On-site; GBP 26,000 - 34,000; Full time

Job summary

Morgan Hunt UK Limited is recruiting a Senior Finance Assistant for a leading higher education institution. You will support the busy Finance team, processing invoices, reconciliations and VAT checks while ensuring accurate coding.

You will also train colleagues on finance systems, maintain customer records, and monitor workflows, ensuring compliance with PCI DSS and AML requirements and delivering excellent service to stakeholders.

Qualifications

• GCSEs (English and Maths) or equivalent.
• Experience with finance systems such as Agresso, SAM, Oracle or SAP.
• Experience training or supporting colleagues on finance processes.
• Strong communication and customer service skills.
• Excellent organisational skills and attention to detail.

Responsibilities

• Process sales invoices, sales orders, credit notes and refunds accurately across the organisation's finance systems, check correct VAT treatment and coding.
• Reconcile customer accounts, online income, bank accounts and sales ledger balances, investigating and resolving discrepancies promptly.
• Maintain accurate customer records, monitor sales order workflows, and support users with finance system queries and invoice processing.
• Train and support colleagues on finance systems and processes while delivering excellent customer service to internal and external stakeholders.
• Check compliance with financial regulations, including PCI DSS and Anti‑Money Laundering (AML) requirements, identifying and escalating any unusual or suspicious transactions.

Skills

Communication skills

Customer service

Attention to detail

Organisational skills

Excel proficiency

Education

GCSEs in English and Maths

Tools

Agresso (Unit4)

SAM

Oracle

SAP

Job description

Our client is a leading higher education institution with an excellent reputation for academic excellence and innovation. They offer a collaborative working environment and are looking for a Senior Finance Assistant to support their busy Finance team.

What will you be doing

• Process sales invoices, sales orders, credit notes and refunds accurately across the organisation's finance systems, check correct VAT treatment and coding.
• Reconcile customer accounts, online income, bank accounts and sales ledger balances, investigating and resolving discrepancies promptly.
• Maintain accurate customer records, monitor sales order workflows, and support users with finance system queries and invoice processing.
• Train and support colleagues on finance systems and processes while delivering excellent customer service to internal and external stakeholders.
• Check compliance with financial regulations, including PCI DSS and Anti‑Money Laundering (AML) requirements, identifying and escalating any unusual or suspicious transactions.

About You

• Previous experience in a Senior Finance Assistant, Finance Assistant, Sales Ledger or Accounts Receivable role.
• Strong understanding of sales ledger processes, reconciliations, VAT and financial controls.
• Experience using finance systems such as Agresso (Unit4), SAM, Oracle, SAP or similar ERP systems.
• Excellent communication and customer service skills, with the ability to support and train colleagues.
• Highly organised with strong attention to detail and confident using Microsoft Excel to manage financial data.

Skills and qualifications

• GCSEs (Grade A-C / 4-9) or equivalent, including English and Maths.
• Experience using Microsoft Office applications, particularly Excel, and finance systems such as Agresso, SAM or similar ERP systems.
• Previous experience training or supporting colleagues on finance systems and processes.
• Strong communication and interpersonal skills, with the ability to build effective working relationships.
• Excellent organisational skills with a high level of accuracy, attention to detail, and the ability to manage competing priorities.

Morgan Hunt is a multi‑award‑winning recruitment Business for interim, contract and temporary recruitment and acts as an Employment Agency in relation to temporary vacancies. Morgan Hunt is an equal opportunities employer, job suitability are assessed on merit in accordance with their skills, qualifications and abilities to perform the relevant duties required in a particular role.