Finance Assistant
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 (phone number removed) or email (url removed)
INDCOM