Finance Manager overseeing financial activities for assigned account portfolio and territory. Collaborating with operations leadership to drive performance and improve profitability.
About the role
- Finance Assistant transforming finance functions for startups and SMEs. Collaborating with clients to provide insight, advice, and support in their finance operations.
Responsibilities
- Help transform the finance function into a value-adding machine, supporting the implementation and evolution of scalable systems and processes
- Process the day-to-day transactions, so that everything is highly efficient, and manual processes are minimal!
- Be the first point of contact for your clients and communicate effectively with external stakeholders
- Be at the forefront of innovation in the finance function and make an impact on every organisation you support. You’ll be adding value, not just producing numbers!
- Gain extensive experience across a wide variety of industries and sectors, working in some of the most exciting startups and impact-driven organisations.
- Develop your career in finance much more quickly here, and we will work with you on a purposeful career development plan, with ongoing mentoring.
- Effectively and efficiently managing multiple client accounts across your designated portfolio to meet required weekly and monthly deadlines.
- Managing between 3-5 client ‘finance’ inboxes and ongoing communications with external and internal stakeholders.
- Creating prepayment and accruals month-end schedules and corresponding journals to be posted on Xero /equivalent finance system.
- Managing the processing of invoices through Dext (expense management software) to ensure appropriate approval chains are satisfied and each cost is correctly tagged/identified before submission to Xero/ equivalent finance system.
- Understanding the basics and core components to compile a VAT return and understanding what transactions are to be recorded in each box.
- Preparing monthly depreciation journals and updating and maintaining a fixed asset register.
- Reconciling multiple bank accounts and being able to communicate effectively with both internal and external stakeholders to deal with queries, such as missing or additional information required to complete the task.
- Raising sales invoices and effective credit control to ensure invoices are paid on time.
- Preparing weekly/bi-weekly/monthly payment runs and communicating with relevant stakeholders required across the approval chain.
Requirements
- You’ll strive to add tangible value to our clients.
- You’re a team player who wants to be part of a vibrant, collaborative and tight-knit culture.
- You’re a fast learner who has no difficulty in picking up new technologies and can easily adapt to new situations.
- You have intellectual curiosity and a passion for continuous learning and development.
- You are an excellent communicator with great people skills and a high level of self-awareness. You love to pay attention to the details.
- You have impeccable time-management and organisation skills
- Nearly qualified AAT (at least completing Level 4) or partly qualified in either ACCA or CIMA
- 2-3 years’ experience working in a finance-related role
- Experience with Xero and/or QuickBooks is ideal
- Proficient at Excel and/or Google Sheets
- Experience of working with a portfolio of clients is desirable
Benefits
- 💰 Competitive salary based on experience
- 💸 Company-wide performance-related bonus scheme
- 🌳 Tailored personal development plan, to help you grow
- ✈️ 23 days annual leave, plus bank holidays
- 🎂 Birthday day off - celebrate another year older and wiser however you like!
- 🎄 Office closed between Christmas and New Year
- 💝 Monthly Juno wellbeing credits to spend your way
- 🥂 Monthly socials with the team
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