Financial Administrator

2 months ago


Weybridge, Surrey, United Kingdom Reed Full time
Finance Officer Job Description

We are seeking a highly organized and proactive Finance Officer to join our team on a fixed-term basis to cover maternity leave. The successful candidate will provide high-level assistance to the Senior Finance Officer and Operations Director, demonstrating the ability to work effectively within a team and communicate efficiently with both internal team members and external clients.

Key Responsibilities:
  • Draft and issue fee invoices in accordance with company procedures, once approved.
  • Monitor and chase unpaid invoices, ensuring client queries are responded to promptly and escalating when necessary.
  • Bank any cheques received and update the company bookkeeping software alongside the appointed bookkeeper.
  • Perform daily reconciliation of payments received and ensure the accuracy of invoices in our practice management software.
  • Ensure timesheets are completed and submitted on time.
  • Set up supplier and employee expense payments for approval and manage the documentation.
  • Assist in managing the company's financial and company records in collaboration with the Senior Finance Officer and Operations Director.
  • Prepare various financial reports for the Directors, including cash flow, chargeability, business scorecard, recovery report, billing spreadsheet, and WIP reports.
  • Liaise with the company's bookkeeper and accountant as required.
  • Provide general assistance to the team and undertake any other duties as reasonably requested by senior staff.
Requirements:
  • Proven organisational ability and a proactive approach.
  • Experience in providing high-level assistance within a finance team.
  • Strong team player with excellent communication skills.
  • Persistence in obtaining required information or payment and ensuring actions are undertaken by others.
  • Excellent Excel skills and proficiency in general office suite applications.
  • Experience in bookkeeping software and financial report preparation.
  • Ideally have experience of Xero and CCH software.


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