Financial Operations Specialist

3 weeks ago


Lincolnshire, United Kingdom Connectment Full time

This role is integral to the smooth running of the company. The successful applicant will work closely with the Finance Director to deliver the company's accounting processes.



Key Responsibilities


  • Carry out the payment function for the company on a daily basis;
  • Be experienced and confident in dealing with all aspects of the job role as listed below;
  • Be confident in liaising with colleagues and third parties both in person and by telephone;
  • Maintain the confidentiality and security of the company's financial data;


Requirements

To be considered for this role, your CV must reflect that you have the following:




  • A minimum of 2 years experience as an accounts clerk;
  • A good working history that reflects experience and knowledge of accounting procedures relating to:



  1. Processing client and office payments, including office account transfers;
  2. Bank reconciliation;
  3. Residual client account balances;
  4. Counsel expert and third-party invoices;
  5. Interest calculations;
  6. Dealing with fee earner queries and requests;
  7. Be proficient with accounting software;
  8. Have experience of annual audit and inspection processes;
  9. Have a good understanding of accountancy rules and regulations, money laundering regulations, and data protection;
  10. Have experience of maintaining client and office accounts;
  11. Have demonstrable knowledge and experience of working with Microsoft packages.


Additional responsibilities include:




  • Proactively checking staff billing for errors and working with individual staff members to train them on accounting procedures as needed;
  • Monitoring Purchase Ledger and liaising with the HR Director to check payments have been authorised;
  • Managing financial obligations to suppliers and other third parties, including liaising with pension providers, accountants, and banks, and arranging foreign cash transfers when necessary;
  • Taking client payments either by phone or in person and taking payments to the Bank as needed throughout the week;
  • Photocopying and scanning.


Experience of the following is desirable but not essential: checking completion statements with relevant team members, producing management reports as and when requested, and submitting digital VAT information on a quarterly basis.



Please note that this role is required as soon as possible due to retirement.



Requirements for the Role

To be considered for this role, you must have:




  • A minimum of 2 years experience as an accounts clerk;
  • A good working history that reflects experience and knowledge of accounting procedures;
  • Be proficient with accounting software;
  • Have experience of annual audit and inspection processes;
  • Have a good understanding of accountancy rules and regulations, money laundering regulations, and data protection.


Additional requirements include:




  • Being able to multitask and work well during busy periods;
  • Having excellent numeracy skills with the ability to pay close attention to detail;
  • Having excellent organisational and communication skills;
  • Being able to work effectively with team members and clients.


Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this role.



Duties, responsibilities, and activities may change or be assigned at any time with or without notice.



This role is required as soon as possible due to retirement.



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