Location: Ulverston
Hours: Monday to Friday, 30 hours per week
Duration: Permanent
Salary: £20,000 per annum (based on a 30 hour week)
The Role
We are working on behalf of a well-established client who is looking to recruit a detail-oriented and proactive Finance Assistant to support their busy finance department. This role will play a key part in ensuring the smooth operation of both the purchase and sales ledgers.
You will work closely with the Accounts Payable Clerk and Credit Controller, assisting with day-to-day financial transactions, invoice processing, reconciliations, and administrative duties. The ideal candidate will have a foundational understanding of accounting processes, a keen eye for detail, and a willingness to learn and contribute to a collaborative finance team.
Main Duties
* Supporting the creation and maintenance of new customer accounts, ensuring accuracy for both sales and financial reporting
* Assisting in conducting credit checks on new and existing customers to determine appropriate credit limits and confirm insurance coverage where applicable
* Responding to inquiries from sales representatives and customers, providing timely and effective resolution
* Assisting in setting up and updating supplier accounts for the companies
* Processing invoices and credit notes, including sorting, coding, and verifying authorisation
* Handling the processing of manual purchase orders in line with company procedures
* Conducting monthly reconciliations of supplier statements and resolved discrepancies promptly
* Providing cross-functional support and cover for other members of the finance team as needed
* Contributing to a culture of continuous improvement by offering ideas and suggestions to enhance finance processes
* Actively upholding the companies' values, policies, procedures, and organisational objectives
Experience
* Highly organised and methodical, with strong analytical skills and the ability to interpret and apply data effectively
* Proficient in Microsoft Excel, with a solid understanding of data handling and spreadsheet functions
* Strong interpersonal and communication skills; experienced in liaising professionally with both internal and external stakeholders, including suppliers and customers
* Self-motivated and capable of working independently while consistently meeting deadlines
* Customer-focused, always striving to deliver excellent service and putting the customer at the centre of all actions
* Collaborative team player who contributes positively to team dynamics and shared goals
* Dedicated to continuous improvement, always seeking ways to enhance efficiency and simplify processes
* Resilient and adaptable, able to manage and prioritise competing demands in a fast-paced environment
* Flexible and open to new tasks, challenges, and ways of working
* Committed to maintaining a high standard of accuracy, quality, and professionalism in all work
Interested? Call Meg on 01782 712230 or email
INDCOM
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