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Financial Operations Assistant

2 months ago

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

We are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at IN-SYNC. As a key member of our finance team, you will be responsible for providing administrative support to our financial operations, ensuring the smooth day-to-day running of our client bank account management.

Key Responsibilities
  • Client Account Reconciliation: Reconcile client bank accounts, allocate self-assessment receipts, and calculate disbursements.
  • Invoice Production: Produce invoicing data for our outsourcing partners and generate Self-Assessment invoices.
  • Payment Processing: Process daily/weekly payments of Self-Assessment rebates and credit control collections across all IN-SYNC products.
  • Client Communication: Communicate with clients in a timely manner, resolving any issues or queries that may arise.
  • Process Improvement: Identify opportunities for process improvements to enhance standards, efficiency, and profitability.
Requirements
  • Accounting Knowledge: Understanding of accountancy and tax rules, with experience within an office or accountancy environment.
  • Technical Skills: Excellent IT skills, advanced Microsoft Excel knowledge, and the ability to use complex bespoke systems.
  • Soft Skills: Ability to work independently and as part of a team, excellent accuracy, numeracy, and attention to detail, resilient and proactive, good time management, and effective communication skills.
What We Offer
  • Competitive Salary: A competitive salary and benefits package, including 22 days holiday (rising by 1 day per year to a max of 25 days), pension plan, professional study support, and more.
  • Professional Development: Opportunities for professional growth and development, including training partnership with ILM and hybrid working arrangements.