Finance & Operations Assistant

Unyfi are growing and we are seeking a Finance & Operations Assistant to join us in a newly created role, where you will support both our finance function and operational activity on a full time, permanent basis. This is a fully office-based role, at our Headquarters in Bristol (BS2)

This is an exceptional opportunity for someone looking to truly grow, take ownership, and develop a long-term finance career within a business that invests heavily in its people.

About Us & What We Can Offer You

At Unyfi, we help businesses take control of their essential services through a unified approach to energy procurement, waste management, and merchant services. What started as an idea between two childhood friends has grown into a well-established, fast-growing consultancy supporting thousands of businesses nationwide.

We're a close-knit team of procurement professionals based in Bristol. If clients call, they speak to us - not a machine, and if there's a problem, we resolve it. Collaboration, problem-solving, and delivering real value are at the heart of everything we do. We're committed to developing our people, improving our systems, and creating an environment where ambitious individuals can thrive.

SALARY: up to £30,000 DOE

• 30 days annual leave (plus bank holidays), rising to 32 after 3 years
• Company Pension
• Dental Plan
• Life Insurance
• Private Medical Insurance (after 1 year)
• Cycle to Work scheme
• Personal Development Budget
• Frequent company trips, meals, and team events

Working Hours: 37.5 hours per week | Monday – Friday | 9:00 – 17:00

About The Role Of Finance & Operations Assistant

As our Finance & Operations Assistant, you'll be vital to ensuring the accuracy and efficiency of our financial and operational processes. You will support both the finance and operations teams, helping to resolve customer invoice queries, process key financial information

What makes this role exciting is the growth potential - You'll begin with core finance duties - purchase ledger, sales ledger, reconciliations, credit control and reporting - but you'll also be given space to grow and gain new skills, and get involved in meaningful improvements across the business.

• Manage incoming mail, invoices, commissions, and queries
• Resolve customer invoice queries with Operations
• Process supplier invoices/credit notes and reconcile statements
• Import sales invoices, issue credit notes, and split direct debits
• Manage aged-debt & credit control activities
• Handle supplier and customer queries
• Reconcile expected vs. actual activity with Operations
• Ensure accurate customer billing and track supplier credit notes
• Identify and support system/process improvements
• Assist with design and testing of in-house software
• Reporting, reconciliations, variance analysis
• Support operational customer quotes and queries

What You Will Bring

We're looking for someone who wants more than a routine finance or accounts administration role - someone who wants to grow, take initiative, and make a real impact. You may come from a Finance Administration background and looking for an opportunity to develop your skill set:

• Minimum 1 year finance experience / Accounts Administration or a relevant qualification
• Strong Microsoft Excel skills
• Experience using XERO
• An ability and willingness to own the Credit Control function
• Ability to work quickly, accurately, and independently
• A desire to develop and gain further finance qualifications
• A proactive, solutions-focused mindset
• Excellent communication skills and a collaborative approach
• A willingness to support wider business needs and take on new challenges

Job Types: Full-time, Permanent

Pay: £28,000.00-£30,000.00 per year

Benefits:

• Company pension
• Cycle to work scheme
• Life insurance
• Private dental insurance
• Private medical insurance

Ability to commute/relocate:

• Bristol BS2: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Is your CV up to date wit your current position - If not, please provide additional information.

Experience:

• Finance / Accounts Administration: 1 year (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person