Overview of the Company United Wheels Inc. (“UWI”) is an international, privately held business, with affiliated companies and operations in Asia, the Americas and around the world. UWI is a world leader in the design, manufacture and international distribution of bicycles, e-bikes, and rideable toys, manufacturing more than 6 million bicycles and e-Bikes each year. UWI owns and operates several bicycle-related subsidiaries. These subsidiaries include: Huffy Corp. (https://www.huffybikes.com/), the iconic bicycling company based in Dayton, Ohio, with more than 125 years of bicycling history. Buzz Bicycles (https//.buzzbicycles.com) Batch Outdoors Inc. (https://www.batchbicycles.com/) Niner Brands International Inc. (https://ninerbikes.com/) VAAST Bicycles (https://www.vaastbikes.com/) Summary We’re looking for a detail-oriented Financial Assistant to support the day-to-day accounting operations. This role will be involved across both Accounts Receivable and Accounts Payable functions, along with general financial tasks to support the finance team. Ideal for someone currently studying AAT Level 3 or 4 and looking to grow their career in finance. Essential Duties and Responsibilities include the following. Other duties may be assigned. Accounts Receivable Set up and maintain customer accounts Perform credit checks Allocate incoming payments Raise and process debit/credit notes Issue customer statements and manage debt collection Prepare weekly AR reports Upload sales invoices to customer portals Accounts Payable Maintain supplier records Process and code invoices Match invoices to purchase orders Coordinate invoice approvals and respond to supplier queries Banking and Payments Initiate payment runs and process payments via online banking portal Maintain cashbook and carry out weekly bank reconciliations Month-End and Reporting Prepare balance sheet reconciliations Post journals and support month-end adjustments Assist with account reconciliations and general accounting tasks Other Duties Contribute to administrative and finance-related projects as needed Support the wider finance team with ad hoc tasks Supervisory Responsibilities This job has no supervisory responsibilities. Skills and Experience Required: Actively studying AAT Level 3 or 4 or relevant experience Strong Excel skills and proficiency in Microsoft Office (particularly Word and Excel) Experience with accounting software (e.g., Sage, QuickBooks, or similar) is an advantage Confident working with numbers, including percentages, interest calculations, and reconciliations Able to follow processes and instructions accurately Good problem-solving skills and attention to detail Competencies Customer Focus - Aims to satisfy all customers while maintaining effective relationships, both internal and external. Maximizes those relationships to improve personal, department, and organizational performance. Holds co-workers and customers to a similar standard. Energy - Have a tremendous amount of energy and passion for our people, products, and brands. Approaches each date willing to take on the day’s challenges. Operating at their individual peak performance without encouragement. Energize - Energize teams with enthusiasm and excitement without intimidating them. Projects a positive mental attitude and can-do spirit, who lifts up members of his / her team. Does not get discouraged by setbacks. Edge - Have a competitive edge and an overwhelming desire to win. Hates losing and will give 100% commitment to achieving or exceeding their plan. Willing to make difficult decisions, when called upon. Execution - Action and performance oriented and are focused on attaining results. A team player who is reliable and follows through on tasks to completion. Attention to details. Increases Company Value - Strives to increase sales, reduce costs, improve efficiency, and maximize profits to increase the value of the Company. Innovative / Continuous Improvement - Committed to improving processes, products, services, and a willingness to embrace change for the benefit of our team, department, organization, and shareholders. Integrity - The quality of being honest and having strong moral principles; moral uprightness. Elevating challenges in order to collaborate with co-workers, SLT, ELT, and the Board. Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Reasoning Ability Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Computer Skills To perform this job successfully, an individual should have knowledge of accounting software and Microsoft Office - Proficient in Excel and Word. Certificates, Licenses, Registrations None required Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is frequently required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is occasionally exposed to moving mechanical parts and fumes or airborne particles. The noise level in the work environment is usually moderate.