Senior Finance Assistant

Trades Workforce Solutions; York and North Yorkshire; On-site; GBP 30,000 - 35,000; Full time

Job summary

A dynamic financial services firm in York is seeking a Senior Finance Assistant, part or fully qualified, to shape business performance. You will prepare monthly management accounts, oversee financial reconciliations, and provide commercial insights. The ideal candidate has experience in consumer goods, strong analytical skills, and excellent proficiency in Excel and finance software like Xero. A competitive salary between £30,000- £35,000 is offered, along with various benefits including study support and annual bonuses.

Benefits

Competitive salary

Annual bonus scheme

25 days holiday plus bank holidays

Study support

Birthday off

Healthcare plan

Enhanced parental leave

Qualifications

• Minimum AAT Level 3 or equivalent qualification.
• Experience in management accounts and reconciliations.
• Comfortable in a fast-paced environment with tight deadlines.

Responsibilities

• Prepare monthly management accounts and reconciliations.
• Lead month-end processes and produce management reporting packs.
• Drive process improvements and maintain financial controls.

Skills

Strong experience within a fast-paced consumer goods business

Excellent Excel skills

Attention to detail

Commercial awareness

Education

AAT Level 3 or above

Part-qualified ACCA

Fully qualified ACCA

Tools

Xero

Unleashed

ERP systems

Job description

Senior Finance Assistant- Part or Fully Qualified

We are seeking a dedicated and skilled professional to join our team. This is an exciting opportunity to contribute to a dynamic and forward-thinking organization. This is a commercially focused role where your expertise will directly influence business performance. You’ll thrive if you enjoy turning financial data into actionable insight, improving processes, and partnering across the business.

Benefits

• Competitive salary from £30,000- £35,000 per annum (experience and qualifications dependent)
• Annual company bonus scheme (confirmed upon completion of probation period)
• 25 days holiday, plus bank holidays, increasing by 1 day for every 2 years’ service until a maximum of 10 years.
• Opportunity for growth with study support.
• Your birthday off!
• 2 Annual team events
• Summer working hours (discretionary to the business needs)
• Healthcare plan - following successful probation
• Enhanced Maternity and Paternity Pay

Responsibilities

1. Prepare monthly management accounts, P&L, and balance sheet reconciliations.
2. Lead month‑end processes, accruals, prepayments, and stock adjustments.
3. Produce management reporting packs with KPIs, analysis, and commentary.
4. Own P&L performance, analyse margins, and support budgeting and forecasting.
5. Maintain reconciled balance sheet, manage debtors, creditors, cash, and fixed assets.
6. Oversee AP/AR, VAT returns, payroll journals, and inter‑company transactions.
7. Ensure accurate stock valuation and support system integrations (Unleashed/Xero).
8. Drive process improvements, automation, and maintain clear financial controls.
9. Partner with Sales, Marketing, and Operations to provide commercial insights and decision support.
10. Support new product launches with cost and margin analysis.

Qualifications

• AAT Level 3 or above, part‑qualified ACCA, or fully qualified ACCA (ongoing study support can be provided)
• Strong experience within a fast‑paced consumer goods business.
• Sound understanding of management accounts, reconciliations, and margin analysis
• Excellent Excel skills and strong system literacy (Xero, Unleashed, or ERP)
• Comfortable working in a fast‑paced, seasonal business with tight deadlines
• Strong attention to detail and commercial awareness.

If you are a motivated professional looking to take the next step in your career, we would love to hear from you. Join us and be part of a team that values excellence, innovation, and collaboration. Apply today!

You may have experience in addition to this which we will be happy to discuss. If all the above aligns with your experience and you would like to learn more, we would love to hear from you.

Please send your CV and let’s discuss the role.

We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you. If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

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