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Financial Records Specialist

2 months ago


Malton, United Kingdom Principal IT Full time

Are you a meticulous finance professional with a strong affinity for numbers and a commitment to precision? If you excel in dynamic settings and have a passion for managing financial data, we invite you to explore an opportunity with Principal IT's finance division.


About Us:
Principal IT is dedicated to achieving excellence in all aspects of our operations. Our finance team is focused on fostering success through innovation, teamwork, and an unwavering commitment to quality.


Position Overview:
As a Financial Records Specialist, you will be instrumental in maintaining the accuracy and reliability of our financial documentation.


Key Responsibilities:

  • Financial Reporting: Assist in the creation and evaluation of monthly, quarterly, and annual financial statements to guarantee timely and precise reporting.
  • Account Reconciliation: Conduct thorough reconciliations of bank accounts, ledgers, and balance sheets to uphold the integrity of financial records.
  • Accounts Payable & Receivable: Efficiently manage invoices, payments, and receipts, ensuring all transactions are accurately recorded.
  • Payroll Assistance: Support the payroll processing function.
  • Budgeting & Forecasting: Collaborate with the finance team on budgeting and forecasting tasks, providing insights to inform business strategies.
  • Process Enhancement: Identify and implement opportunities to optimize accounting procedures and contribute to the establishment of best practices within the finance department.
  • Collaboration: Partner with various departments to deliver financial insights and support, promoting a cooperative work environment.

Qualifications & Skills:

  • Educational Background: AAT qualification.
  • Experience: 1-3 years in a comparable accounting position is preferred, along with familiarity with accounting software.
  • Technical Skills: Proficient in Microsoft Excel and other financial analysis tools.
  • Analytical Skills: Strong problem-solving abilities, capable of analyzing financial data and offering actionable insights.
  • Attention to Detail: A careful approach to work, ensuring all financial records are accurate and compliant with regulations.
  • Communication Skills: Excellent written and verbal communication abilities.
  • Team Collaboration: A cooperative mindset, with the capacity to work effectively both independently and as part of a team.