Finance Executive

2 months ago


Malton, United Kingdom Castle Employment Full time
A brilliant role for a Finance Executive to join a successful business in the insurance industry, based in central Malton. Alongside a competitive salary of circa £30,000 to £38,000 on offer is 32 days holiday (inclusive of bank holidays), a competitive pension scheme, flexible working hours and further. This role also offers a comprehensive benefits package including study support, gifted annual leave at Christmas, as well as other well-being and team recognition initiatives and benefits.
This is an exciting and vibrant company undergoing lots of growth, who live and breathe their company values. This new role will be imperative in scaling the growth of the company and the ideal individual will have a commercial and analytical mindset.
Working with the wider business, key responsibilities for the Finance Executive will include: 
Ensure smooth running of month end process including posting of month end reports, liaising with all departments to ensure contra’s have been cleared, pending transactions have been posted, and unallocated cash is at a minimum, plus any additional elements outlined by the Finance Manager..
Identifying debiting and payment errors, ensuring anomalies are reviewed and actioned by the relevant party.
Preparing and analysing reports for distribution throughout the business, as well as accurately compiling the data and presenting monthly.
Analysing the data for anomalies and highlighting these as part of the pack.
Collaborate with HR to accurately prepare Payroll including pension and benefit payments for employees, providing support to staff and liaising with the payroll bureau to resolve any queries and issues.
Oversee the recording of payments received from clients, including bank transfers, finance providers and card facility.
Providing support with issuing refunds to clients in line with compliance regulation and company processes.
Taking the lead on Credit Control, running and analysing the data creating reports to share with the wider business.
Monitoring debt percentages to ensure they remain within acceptable thresholds.
Other ad hoc duties as required.
To be successful in this Finance Executive role, you will ideally have:
Previous experience in a similar role
Excellent communication and interpersonal skills, alongside strategic thinking and problem-solving abilities
Strong analytical skills with the ability to interpret data and trends
Proficient in Microsoft Office Suite, in particular the use of Excel. Ideally you will also be experienced in Power BI
An AAT/CIMA/ACCA/ACA qualification or be working towards one, or have equivalent experience.
This role would be an excellent position for an Accounts Assistant, Assistant Accountant, Accounts Executive, Finance Analyst, Commercial Finance Assistant, Finance Officer or Bookkeeper looking for a new opportunity.
Based in Malton, this role is commutable from Scarborough, Ampleforth, Amotherby, Pickering, Pocklington, York and surrounding areas, with parking provided. This role is also easily accessible via public transport, being based centrally in Malton.
If you are interested in this Finance Executive role, or would like more information, please apply now or get in touch with Castle to have a confidential conversation today
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