Finance Assistant – Open GI
About Open GI
Open GI is a leading software development partner for the general insurance industry. With offices across the UK and Europe, we deliver innovative IT solutions to insurers, brokers and managing general agents. Our culture is built on diversity, equity and inclusion, and we are committed to nurturing a collaborative, inclusive working environment.
Role Overview
The Finance Assistant supports a wide range of financial and administrative tasks, partnering with the Open GI finance team to drive efficiency and accuracy across the organisation.
Key Responsibilities
* Maintain cash books for the Open International group companies.
* Post and accurately allocate cash receipts onto ledgers.
* Prepare payment requests on Lloyds Link business banking.
* Raise sales invoices for revenue streams and process contracts, changes and recurring charges for customers in preparation for invoicing.
* Administer electronic data interchange (EDI) activities.
* Complete month‑end bank and balance sheet reconciliations, investigating variances.
* Support the finance and management accounts team with month‑end closing processes to ensure accuracy at the trial balance level.
* Administer the group fixed asset ledger and inter‑company tasks.
* Compile, analyse and interpret complex data from a range of sources, producing clear and informative data.
* Highlight areas of improvement and initiate ideas to improve the overall standard and effectiveness of sub‑functions.
Work style
Hybrid position– office attendance at our Worcester location twice a week.
Required qualifications
* GCSE English and Maths (or equivalent) at grade C/6 or above (essential).
* AAT at Level 3 or above (desirable).
Experience
* Previous finance administrative experience using a CRM/ERP system in a dynamic, fast‑paced environment.
* Knowledge of accounts receivable, treasury, accounts payable and credit control functions within a finance department.
* Experience of SAP accounting system desirable but not essential.
Key skills
* Good interpersonal and communication skills.
* Excellent attention to detail and accuracy.
* Exceptional time‑management skills, prioritising workloads essential.
* Use of internal systems to analyse and understand accounts, invoicing and system details.
* Competent use of Microsoft Office, including proficient use of Microsoft Excel.
Aptitudes
* Team player who is enthusiastic about achieving both personal and team targets and goals.
* Proactive professional who takes personal responsibility for own work and is accountable for delivery and quality.
* Methodical, striving to ensure successful and timely resolution to client problems.
* Ability to work to tight reporting deadlines and in a high‑volume processing environment.
* Assertive and tenacious to achieve company goals.
* Enthusiastic, confident and customer‑friendly in all dealings.
* Remaining calm under pressure and difficult situations.
Mission & Values
* Accountability – Own actions and shape success on the results delivered.
* Innovation – Tackle challenges with fresh thinking and bold ideas.
* Teamwork – Work together, recognising we can’t do this without each other.
* Trust – Build trust on integrity, transparency and respect.
Benefits package
* Salary of circa £25,000 per annum depending on skills and experience.
* Company pension.
* Bonus opportunity.
* Life assurance and critical illness cover.
* Cycle to work scheme.
* Perkbox – exclusive platform offering a wide range of discounts and benefits.
* Holiday entitlement of 25 days per annum, increasing to 26 days after three years of service & holiday purchase scheme.
* A hybrid approach to work.
* Flexible start, finish and lunchtime options to manage events outside of work.
* Social clubs – groups for cycling, crafts and other hobbies.
* Wellbeing support, employee assistance programme and mental health first aiders.
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