Finance Assistant AAT
1 week ago
Outline of Role The Finance Assistant serves as the direct communication link from sales and delivery teams to Operations Support Group. This role is responsible for preparing financial reports for management, which will be used as analytical tools by stakeholders. We are rapidly expanding our team so this is a great opportunity for motivated individuals to join and grow with the company.
An ideal candidate will be innovating and adaptable to ever changing environment. This role will play a key part in our services initiative projects so it's essential that the candidate is an active participant in identifying gaps in our current processes and suggesting improvements whilst at the same time ensuring timely and accurate delivery of business as usual tasks.
Responsibilities
Essential Job Duties and Responsibilities:
Creates monthly audits and reports to reconcile financial data. Assists with compiling monthly financial data for company income statements.
Ensures accurate revenue & cost capture, effective reporting, and appropriate issue resolution of project financials.
Participate in month end close; calculate monthly accruals and supply data for month end reports.
Audit monthly revenue and costs and request adjustments as necessary
Communicates with sales and delivery contacts regarding financial aspects of projects. Provides monthly project performance summary reports to internal stakeholders.
Ensures accuracy in gross profit and commission reporting.
Provide guidance to field support personnel, where applicable.
Ad-hoc reporting and analysis as requested by the stakeholders.
Build effective relationships with sales and delivery personnel.
Required Education and/or Experience:
Bachelor's degree in Business; preferably in Finance, Management, Economics or equivalent work experience
One year of work experience in a customer service or financial support capacity
Requisite Abilities and/or Skills:
Ability to consistently meet deadlines in an environment where prioritization and reprioritization is often needed.
Excellent written and verbal communication skills
Ability to demonstrate initiative/drive and leadership abilities as they gain knowledge and experience within the position
Must possess strong problem solving, organization and multi-tasking skills while demonstrating good judgment when issues are escalated.
Ability to identify process gaps and create solutions with minimal direction
Ability to adapt to a constantly changing process environment.
Solid understanding of the business' operations and the ability to perform analysis for assigned projects
Intermediate proficiency in all Microsoft Office programs
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