Financial Assistant - #2188624
Sagegreen Consulting
Role Overview
The Finance Assistant plays a key role within the Finance function, supporting the accurate and timely processing of financial transactions.
This role operates in a fast-paced environment where workloads can sometimes be time-pressured at peak periods. A high degree of accuracy, excellent attention to detail, and strong organisational skills are essential.
The Finance Assistant liaises with colleagues across the business, from Director level to operational peers. They must be confident communicating at all levels, inquisitive, and comfortable constructively challenging stakeholders to resolve issues and improve process.
Key Responsibilities
Accounts Payable
- Processing high volumes of incoming invoices accurately and in a timely manner
- Statement monitoring and reconciliations (including investigation and resolution queries)
- Resolving internal and external queries
- Monitoring and selection of key suppliers for inclusion in weekly payment runs.
- Weekly distribution of remittances
Accounts Receivable
- Raising and issuing of invoices to clients
- Posting and allocation of cash receipts
- Account reconciliations (including investigation and resolution of queries)
- Assisting with ad-hoc reporting and analysis as required
Projects & Continuous Improvement
- Supporting finance transformation initiatives
In addition Ad Hoc duties as required to support the work of the finance team/wider business. Whilst the above is accurate at the time of publication, this may be subject to change as the team moves through a period of transition.
Skills & Experience
Essential
- Previous experience in a Finance Assistant role (including demonstrable knowledge of AR/AP)
- Strong reconciliation experience
- Advanced Microsoft Excel skills, including VLOOKUP/XLOOKUP, complex formula creation, and pivot tables built from raw source data
- Ability to work accurately under pressure and meet deadlines
- Strong analytical and problem-solving skills
- Excellent communication skills, both written and verbal
Desirable
- Experience with SAPB1
- Experience of working with AI automation workflows
Personal Attributes
- Exceptional attention to detail
- Highly organised with the ability to prioritise workload effectively
- Inquisitive and proactive in identifying issues
- Confident in challenging colleagues constructively to resolve discrepancies
- Professional and credible when liaising with stakeholders at all levels, including Directors
- Team-oriented with a collaborative approach
Working Relationships
- Wider Finance team
- Operations team
- Directors and senior stakeholders
- External suppliers and service providers
- Banking contacts
No Agencies please
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