Senior Finance Assistant

Yolk Recruitment Ltd; Hereford; On-site; GBP 30,000 - 40,000; Full time

Job summary

A professional services organisation is seeking a Senior Finance Assistant to support their finance team. In this role, you will handle payroll, management accounts, budgeting, and compliance. The ideal candidate will have a recognised accounting qualification and experience in finance or accounts. Strong analytical and communication skills are essential. This position offers an opportunity to grow within the finance sector and gain broader responsibilities.

Qualifications

• Recognised accounting or finance qualification required.
• Experience in finance or accounts role is essential.
• Knowledge of Solicitors' Accounts Rules is essential.

Responsibilities

• Support the preparation of management accounts.
• Assist with payroll processing and maintain accuracy.
• Prepare client accounts and provide financial support.
• Monitor day-to-day financial operations.
• Conduct financial analysis for decision-making.
• Ensure compliance with financial regulations.

Skills

Analytical skills

Communication skills

Interpersonal abilities

Attention to detail

Proficiency in accounting software

Proficiency in MS Office

Education

Recognised accounting or finance qualification (e.g., AAT, ACCA, CIMA part-qualified)

Tools

Accounting software

Job description

Senior Finance Assistant

An exciting opportunity has arisen for a finance professional looking to take the next step in their career as a Senior Finance Assistant within a professional services organisation. This role is ideal for someone who is experienced in finance or accounts and wants to gain exposure to broader financial management responsibilities while developing their skills.

You will play a key role in supporting the finance team with day-to-day operations, including payroll, management accounts, budgeting, cash-flow monitoring, and ensuring compliance with financial regulations and the Solicitors' Accounts Rules.

Key Responsibilities

• Support the preparation of management accounts, including profit and loss forecasts, balance sheet reconciliations, and cash-flow reporting.
• Assist with payroll processing and ensure accuracy of records.
• Prepare client accounts, file confirmation statements, and provide financial support to colleagues.
• Help monitor day-to-day financial operations, including invoicing, payments, and banking transactions.
• Conduct financial analysis to support decision-making.
• Maintain and improve financial procedures and systems in line with best practice.
• Ensure compliance with financial regulations and the Solicitors' Accounts Rules.
• Assist colleagues and fee earners with financial queries and reporting.
• Support HR, training, and compliance processes, including SRA guidance, Lexcel, and insurance.
• Act as a First Aider and uphold best practice in confidentiality and data handling.

Person Specification

Qualifications & Training

• Recognised accounting or finance qualification (e.g. AAT, ACCA, CIMA part-qualified or equivalent).

Experience

• Experience in a finance or accounts role, ideally with exposure to payroll, management accounts, or reporting.
• Experience within a legal or professional services environment is desirable but not essential.

Skills & Attributes

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Proficiency in accounting software and MS Office.
• Meticulous attention to detail and a methodical approach.
• Able to manage multiple priorities and work effectively under pressure.

Knowledge

• Broad understanding of accounting principles and financial reporting.
• Working knowledge of the Solicitors' Accounts Rules (essential).