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Finance Assistant

Job Description

Role Title: Finance AssistantReports To: Finance ManagerFunction: Finance & ReportingLocation: Staines-Upon-Thames

We are seeking a Finance Assistant with a proactive attitude and a strong willingness to learn. The ideal candidate should have a foundational understanding of accounting principles to effectively support daily financial operations. The Finance Assistant is a key member of the finance team and must have the ability to work with financial data accurately and efficiently.

• Develop a strong understanding of the business’s financial system.

• Assist the team with the preparation and maintenance of financial records to ensure that all invoices and transactions are correctly allocated on our accounting software.

• Support accounts payable and receivables to ensure the timely processing of payments and collections.

• Assist with payroll processing and related documentation.

• Maintain accurate records of transactions, supporting documentation, and financial data.

• Assist in the preparation of tax filings and ensure compliance with regulatory requirements.

• Support the finance team with month-end and year-end close processes.

• Provide general administrative support to the finance department as needed.

• Collaborate with other departments to ensure accurate and timely financial information.

• Assist in the continuous improvement of financial processes and procedures.

Qualifications:One of the following (or both):

• AAT Level 4

• Degree in Finance, Accounting, or a related field

Experience:

• Relevant experience or educational background in accounting, finance, or a related field is preferred.

• Knowledge of the private medical insurance industry would be helpful (but not essential).

• Proven expertise in working with Xero and its reporting functions.

• Understanding of accountancy principles, regulatory filing requirements, and the importance of meeting deadlines.

• Proficiency in Microsoft Office Suite, particularly Excel.

Professional and Personal Skills:

• A strong team player who can prioritise tasks to increase productivity.

• Exceptional attention to detail, accuracy, and the ability to meet deadlines.

• Strong communication skills, both written and verbal.

• Recognises the need for a flexible working approach, especially during high-pressure periods in the financial year.

• Ability to work under pressure and manage conflicting priorities effectively.

This role offers an exciting opportunity to be part of a dynamic finance team, contributing to the overall efficiency and effectiveness of financial operations.