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Financial Operations Assistant

2 months ago

Farnham, Surrey, United Kingdom IN-SYNC Group Full time
About the Role

In this exciting opportunity with the IN-SYNC Group, you will have the chance to work in a fast-paced and dynamic environment as a Financial Operations Assistant. As a key member of our team, you will be responsible for providing administrative support to our financial operations, ensuring the smooth running of our day-to-day activities.

Key Responsibilities
  • Client account reconciliation, including allocating self-assessment receipts and calculating disbursements
  • Producing invoicing data for our outsourcing partners
  • Daily/weekly payments of Self-Assessment rebates
  • Generating Self-Assessment invoices
  • Credit control collection across all IN-SYNC products and liaising with Underwriting
  • Communicating with clients in a timely manner
  • Ensuring clients are kept up-to-date and successfully resolving any issues and queries
  • Building relationships both internally and externally with colleagues, clients, suppliers and third parties
Requirements
  • Understanding of accountancy and tax rules
  • Experience within an office or accountancy environment
  • Excellent IT skills - advanced Microsoft Excel knowledge and the ability to use complex bespoke systems
  • Ability to work independently and as part of a team
  • Excellent accuracy, numeracy, and attention to detail
  • Resilient and pro-active
  • Good time management with the ability to work to strict deadlines
  • Ability to communicate effectively and confidently, both written and verbally
Desirable Skills
  • Previous experience working financially with self-employed workers
  • Experience working with clients and client account monies
  • Knowledge of accountancy practices or part qualification AAT, if possible