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Finance Assistant

2 months ago


Hatfield, United Kingdom Robert Half Full time

Robert Half are delighted to partner with a rapidly growing SME in order to find their next Finance Assistant. This is an exciting development opportunity for a candidate who is looking to start a career in Finance and develop in a progressive, growing environment with access to study support.

Role Responsibilities

  • To support the Finance Manager, Managing Director managing the financial aspects of the services offered by the Business.
  • Reconciliation of Financial reports to be completed accurately and by agreed deadlines.
  • To monitor underwriting performance and, under delegated responsibility, make recommendations to the underwriters with regards to pricing.
  • To support the set-up, monitor and maintain adequate systems to report on sales and underwriting both to internal and external customers/partners.
  • To become familiar with our purpose and values, making it core to everything you do and withal interactions with colleagues, our partners and customers must be representative of these values.
  • To reconcile direct debit and credit card collections made into our premium account with system generated reports on a daily, weekly, monthly and annual basis.
  • To report and arrange quarterly payment of commissions
  • Review, prepare and set up of monthly renewal prices
  • Timely generation of invoices as required by the business.
  • To chase debtors as required with the support of Relationship Managers where appropriate.
  • To maintain and upload net pricelists for Buying Group members on a twice monthly basis including latest rebates and prices.
  • To monitor adherence to the purchases of dedicated products by Buying Group
  • Be a point of contact for operational banking and BACS queries - internal and external.
  • Be responsible for keeping up to date with any BACS/banking regulatory changes, share all relevant information when required.
  • To be a representative of the visions and values of the company.
  • To be aware of potential risks within the business that may affect your immediate area of responsibility.

Role Requirements:

  • A solid understanding of MS Excel is essential. This application is used most frequently in the production of reports and other tools used by the business both internally and externally.
  • Strong customer-centric approach (internal and external customers)
  • Excellent planning, organisational and analytical skills
  • Exceptional attention to detail
  • Methodical in approach to tasks
  • Excellent time management skills
  • Strong interpersonal skills
  • Able to demonstrate flexibility to potentially evolve with the role as the company continues to grow
  • Self-motivated and able to work independently
  • Strong communication skills in a variety of media including: email, writing, oral
  • Solid understanding of computer software packages including: MS Excel, Word and PowerPoint

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice

Security alert: scammers are currently targeting jobseekers. Robert Half do not ask candidates for a fee or request candidates to send applications through instant messaging services such as WhatsApp or Telegram. Learn how to protect yourself by visiting our website: roberthalf.com/gb/en/how-spot-recruitment-scams-and-protect-yourself