Senior Finance Assistant

Daniel Owen Ltd; Carlisle; On-site; GBP 30,000 - 35,000; Full time

Job summary

Daniel Owen Ltd, Carlisle, Cumbria, is seeking a capable Finance Assistant to manage day-to-day bookkeeping, supplier and customer invoices, and cash flow monitoring. You will work closely with management to produce monthly reports and support the finance function as the business grows.

The ideal candidate will have experience in finance or bookkeeping, strong accounting knowledge, and the ability to work independently in a busy environment while maintaining accuracy and discretion.

Qualifications

• Previous experience within a finance, accounts or bookkeeping role.
• Strong understanding of accounting principles and financial processes.
• Excellent organisational skills and attention to detail.
• Confidence using accounting software such as Sage.
• A good working knowledge of Microsoft Office.
• Ability to prioritise a varied workload and meet deadlines.
• Strong communication and problem-solving skills.
• The confidence to work independently and take ownership of tasks.
• A professional, trustworthy and discreet approach when handling confidential financial information.

Responsibilities

• Managing day-to-day bookkeeping and financial administration.
• Processing purchase invoices, supplier payments and customer invoices.
• Managing accounts payable and accounts receivable.
• Completing regular bank and credit card reconciliations.
• Monitoring outstanding invoices and following up on overdue payments.
• Assisting with cash flow monitoring, forecasting and financial planning.
• Preparing monthly financial reports for the management team.
• Supporting the preparation of management accounts.
• Managing and reconciling expenses and company expenditure.
• Assisting with VAT returns and ensuring compliance with relevant financial regulations.
• Liaising with external accountants, suppliers and other stakeholders.
• Supporting payroll administration where required.
• Identifying opportunities to improve financial processes and internal controls.
• Providing general financial and administrative support to the management team

Skills

Bookkeeping

Accounting principles

Organisational skills

Sage

MS Office

Communication skills

Problem-solving

Independent working

Discretion and confidentiality

Education

AAT qualification

Tools

Sage

Job description

Finance Assistant

Location: Carlisle, Cumbria
Salary: £30,000 - £35,000 DOE
Job Type: Full-time
Working Hours: 8am - 5pm

The Opportunity

We are recruiting on behalf of a growing business in Carlisle that is looking for a highly organised, proactive and detail-oriented Finance Assistant to join its team.

This is an excellent opportunity for an experienced finance professional who enjoys taking ownership of day-to-day financial processes, maintaining accurate records and helping a business operate efficiently.

You will play a key role in managing the company's daily financial activities, supporting the management team and ensuring the finance function runs smoothly.

The successful candidate will be reliable, confident working independently and comfortable managing a varied workload within a busy working environment. This position would suit someone who is looking to take greater ownership of a finance function and develop their role as the business continues to grow.

Key Responsibilities

• Managing day-to-day bookkeeping and financial administration
• Processing purchase invoices, supplier payments and customer invoices
• Managing accounts payable and accounts receivable
• Completing regular bank and credit card reconciliations
• Monitoring outstanding invoices and following up on overdue payments
• Assisting with cash flow monitoring, forecasting and financial planning
• Preparing monthly financial reports for the management team
• Supporting the preparation of management accounts
• Managing and reconciling expenses and company expenditure
• Assisting with VAT returns and ensuring compliance with relevant financial regulations
• Liaising with external accountants, suppliers and other stakeholders
• Supporting payroll administration where required
• Identifying opportunities to improve financial processes and internal controls
• Providing general financial and administrative support to the management team

Skills and Experience

The successful candidate will ideally have:

• Previous experience within a finance, accounts or bookkeeping role
• A strong understanding of accounting principles and financial processes
• Excellent organisational skills and attention to detail
• Confidence using accounting software such as Sage
• A good working knowledge of Microsoft Office
• The ability to prioritise a varied workload and meet deadlines
• Strong communication and problem-solving skills
• The confidence to work independently and take ownership of tasks
• A professional, trustworthy and discreet approach when handling confidential financial information

Desirable Experience

The following would be beneficial but is not essential:

• An AAT qualification or equivalent accounting experience
• Experience preparing management accounts and financial reports
• Experience managing cash flow and financial budgets
• Previous experience working within a small or medium-sized business

About You

We are looking for someone who is more than just good with numbers. You will be proactive, commercially aware and genuinely interested in supporting the continued growth of the business.

If you are an experienced finance professional looking for a varied role with genuine responsibility and the opportunity to make an impact within a growing business, we would be keen to hear from you.