Senior Finance Assistant

Yolk Recruitment; Hereford; On-site; GBP 30,000 - 45,000; Full time

Job summary

A professional services organization in Hereford seeks a Senior Finance Assistant. In this role, you will support the finance team with payroll, management accounts, and compliance with financial regulations. The ideal candidate has a recognized accounting qualification and experience in finance or accounts, effective communication skills, and strong analytical abilities. This exciting opportunity allows for career development in financial management responsibilities.

Qualifications

• Proven experience in a finance or accounts role, ideally with payroll and management accounts.
• Experience within a legal or professional services environment is desirable.

Responsibilities

• Support preparation of management accounts, including profit and loss forecasts.
• Assist with payroll processing ensuring accuracy.
• Maintain financial operations and conduct financial analysis.

Skills

Strong analytical and problem-solving skills

Excellent communication and interpersonal abilities

Proficiency in accounting software and MS Office

Meticulous attention to detail and methodical approach

Able to manage multiple priorities

Education

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

Tools

Accounting software

MS Office

Job description

Overview

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.

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)