Finance Assistant

4 weeks ago


Leeds, United Kingdom Global Investments Group Full time

**CREDENTIALS**

SKILLS / COMPETENCES

Speed & Accuracy:

- Ability to provide accurate data input for figure work.
- Ability to produce high quality documentation from a variety of formats / drafts e.g. sales invoices Excel, PDF etc.

Communication:

- Provide excellent telephone support with a well-spoken manner.
- Be a good and strong communicator to both internal and external peers at all levels.

Organisation:

- Provide a high level of organisational skills to manage a variety of tasks and prioritise workload.

Numeracy:

- Experience working with Sage Accounts or similar
- Have confidence working with figures and ensure accuracy of calculations at all times.
- Have a good understanding of relevant numeracy software e.g. Microsoft Excel, Formulae etc.

IT:

- Have a good level of understanding of operating software and technical software e.g. Sage, Microsoft Word, Excel, Outlook, and Access.

Teamworking:

- Ability to work as part of a team to support the delivery of a quality service to a high standard.
- Ability to use own initiative and take responsibility, where appropriate.

Commitment:

- Be committed to ongoing personal training and development by making the most of opportunities provided.
- Have a flexible approach to work in order to meet deadlines.
- Appreciate that project and business information in the office can be confidential and must not be discussed either internally or externally.

**DUTIES & RESPONSIBILITIES**

Core duties and responsibilities:

- Generating sales invoices to clients
- Dealing with the monthly cash flow forecast Excel documents
- Chasing completion of weekly timesheets
- Job cost analysis / breakdown for Directors
- Updating charge out rates as required
- Dealing with invoice queries
- Processing sales invoices to Sage
- Purchase ledger responsibilities
- Monthly expense and credit card analysis
- Adding new clients and suppliers to Sage - creating account numbers
- Petty cash duties
- Dealing with banking requirements e.g. paying in cheques/cash, debit card
- Preparing documents in the correct branded style and format
- Build good working relationships with suppliers and clients

General duties and responsibilities:

- Reception cover (absences/holidays) duties and undertake all associated reception duties as and when required (drinks, maintaining meeting rooms, etc)
- Greeting Clients
- Carry out any finance related filing (hard copy or electronic) when required

Associated duties and responsibilities:

- Contribute feedback and suggestions to quarterly staff office meetings
- Undertake development initiatives as agreed to assist in the achievement of both personal and business objectives within set timescales
- Compliance with all office and quality procedures
- Remain professional at all times

The duties and responsibilities highlighted in this Job Specification are indicative and may vary over time. Core duties are key items to be achieved. Associated duties are targeted to increase the knowledge base of the individual and to enhance overall performance.

**Job Types**: Full-time, Permanent

**Salary**: £22,000.00-£26,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Leeds, LS1 4AW: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Finance: 1 year (required)


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