Finance Assistant

Finance Assistant

Department: Finance
Reporting to: Finance Manager
Location: Bewdley
Responsible For: Finance and accounts support
Salary: Up to £36,000 DOE
Working Hours: Monday Friday, 8:30am 4:30pm (some flexibility if needed)

Purpose and Objectives of the Role

Responsible for processing invoices, managing payments, reconciliations, credit control, VAT returns, and payroll support while maintaining records, ensuring compliance, preparing reports, and liaising with suppliers, customers, HMRC, and internal teams.

Main Duties and Responsibilities

Financial Processing & Administration

• Process sales and purchase invoices
• Manage payments and receipts
• Bank reconciliations
• Process expense claims and support with petty cash management
• Maintain financial records, filing systems, and accounting software in line with HMRC requirements
• Prepare routine financial reports
• Support month-end and year-end processes

Credit Control & Account Management

• Take control of credit control and regularly monitor and chase overdue payments
• Maintain and manage supplier and customer accounts
• Handle financial queries from internal teams and external contacts
• Liaise with banks, suppliers, and customers

Compliance & Auditing

• VAT returns preparation and submission
• Maintain documentation and audit trails
• Support audits by providing documentation
• Ensure compliance with financial procedures and statutory returns
• Respond to financial queries

Collaboration & General Duties

• Work with other departments on budget and finance matters
• Deliver excellent customer service throughout
• Complete training as required to enhance capabilities
• Maintain the function/responsibilities of colleagues in their absence
• Any other duties reasonably requested