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Financial Records Specialist

2 months ago


Malton, United Kingdom Principal IT Full time

Are you a meticulous professional with a strong affinity for numbers and precision? Do you excel in dynamic settings and take pleasure in managing financial information? If this resonates with you, consider becoming a vital part of Principal IT's finance division.


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


As we expand, we are seeking a Finance Operations Assistant who is enthusiastic about contributing to our objectives and developing a fulfilling career.


Key Responsibilities:


  • Financial Reporting: Assist in the preparation 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 accuracy in financial documentation.
  • Accounts Payable & Receivable: Efficiently process invoices, payments, and receipts, ensuring all transactions are accurately recorded.
  • Payroll Support: Aid in the payroll processing activities.
  • Budgeting & Forecasting: Collaborate with the finance team in budgeting and forecasting efforts, offering insights to inform business decisions.
  • Process Improvement: Identify opportunities to enhance accounting procedures and contribute to the establishment of best practices within the finance team.
  • Team Collaboration: Work in close partnership with various departments to deliver financial insights and support, promoting a collaborative work environment.

Qualifications & Skills:


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