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Finance assistant

Edinburgh
Wilkinson and Associates
Finance assistant
Posted: 31 March
Offer description

This opportunity is ideal for a detail-oriented Finance Assistant who enjoys combining finance operations with customer interaction. You'll support a busy credit control and finance function, helping to ensure smooth transactional processes while enhancing the overall customer journey. The Opportunity You'll join a dynamic finance team where you will support a range of accounts receivable and administrative processes. This is a varied role with exposure across customer onboarding, query resolution, and transactional finance, offering excellent development potential. Key Responsibilities Completing welcome calls to new customers, enhancing their onboarding experience Managing customer queries via phone, email, and other communication channels Liaising with internal teams to resolve invoice and transactional queries Processing bank receipts and supporting sales ledger activities Reconciling customer accounts, including proforma accounts Supporting month-end processes and timelines Producing copy invoices and generating reports Taking card payments and handling related administration Assisting with insolvency claim processes Distributing queries for escalation where required Supporting customer account onboarding and maintenance processes Collaborating with AR and AP teams to resolve queries efficiently Contributing to process improvements within credit control administration Ensuring adherence to SLAs across business units Providing administrative support for operational changes within credit control What You'll Bring Previous experience in a customer-focused environment, ideally within finance or credit control Strong written and verbal communication skills Proficiency in MS Office, Teams, and Outlook (D365 experience advantageous) Excellent customer service mindset Strong attention to detail and organisational skills Ability to work effectively in a fast-paced environment Problem-solving skills and a proactive approach A collaborative, team-oriented attitude Package Benefits Competitive salary package Opportunity to gain exposure across finance operations Supportive and collaborative working environment Career development opportunities Why This Role? Varied role combining finance and customer interaction Opportunity to develop within a growing finance function Exposure to multiple business units and processes Chance to contribute to process improvements and transformation initiatives To learn more or apply, please contact Laura at laura@wilkinsonandassociates.co.uk for a private and confidential discussion. Alternatively, submit your CV and we'll be in touch. Due to the volume of applications, only successful applicants will be contacted.

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