Finance Associate
5 months ago
**Who we are**
Our purpose at My Finance Function is simple: to provide a full finance function to owner-managed businesses, creating cost savings compared with hiring an in-house finance team. We are blazing a trail in the accountancy industry in the way that we operate and our primary focus is being a genuinely vital part of our clients businesses by operating as an extension of their internal team, and working closely with them to provide the absolute best advice. We don't operate as a traditional accountancy firm, but our foundations are built upon all of the same qualities.
**About the role & the opportunity**
Stepping up your career in accountancy has never been more exciting - the industry is in the midst of its evolution into the digital era with the rapid and constant evolution of software and apps which enable business owners to have oversight of their finances in ways like never before. This role has a keen focus around technology - you will be using various software and apps to streamline and improve the day-to-day data management, bookkeeping and accounting services which My Finance Function delivers to its clients. Alongside your responsibilities at work, you will undertake a training contract (apprenticeship agreement) and study towards completing the ACA qualification. My Finance Function will provide paid study leave and will fully fund your studies towards becoming ACA qualified.
**Duties will include**
- Inputting accounting data from invoices and receipts using software such as Dext.
- Assisting with transaction validation and reconciliations using software such as Quickbooks and Xero.
- Researching and learning to effectively implement & use the accounting softwares which are available in the market which may be helpful to our clients.
- To subsequently be able to identify opportunities to increase the efficiency of our clients’ bookkeeping processes or our own internal bookkeeping processes using such software.
- Ensuring that accounting records are complete and up to date on a regular and timely basis for the clients which you are involved with.
- Carrying out the monthly/quarterly bookkeeping responsibilities for a portfolio of clients, including processing invoices and expenses, bank reconciliations, VAT reconciliations and accounting journals.
- As an extension of this, preparing monthly/quarterly management information for a portfolio of clients for presentation in a timely manner.
- Identifying opportunities to recommend accounting products to our clients - eg, if they have employees who regularly submit expense reports, is there an app which can deal with this more effectively?
**Desired qualifications & experience**
- AAT qualified with 2+ years’ experience within an accountancy practice.
- 3 A levels at grades A-C or equivalent. Maths and English would be preferable, but not a necessity.
- GCSE or equivalent Maths and English at grade B or above.
- Full UK driving licence.
**Essential skills & knowledge**
- Tech-proficient - must be confident and comfortable learning and using new software and accounting-related apps.
- Must have some experience using bookkeeping and invoice-entry software - Quickbooks, Xero, Dext, AutoEntry, etc.
- Must be numerate and have good literacy and general communication skills.
- Conscientious and organised, must be able to prioritise and organise workload to work to tight deadlines.
- Confident and personable.
- Hard-working, trustworthy and diligent, must have good attention to detail and take pride in presenting accurate work.
- Good communication & writing skills and presentable & approachable persona.
**Remuneration & benefits**
- Salary circa £25,000 p.a.
- Fully funded progression towards the full ACA qualification.
- Paid study leave.
- Enhanced holiday entitlement of 33 days p.a.
- Subsidised City Centre parking.
**Job Types**: Full-time, Permanent
Pay: £24,000.00-£25,000.00 per year
**Benefits**:
- Additional leave
- Company pension
- On-site parking
Schedule:
- Monday to Friday
**Experience**:
- accountancy practice: 2 years (preferred)
Work Location: In person
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