Financial Assistant

☞ Simpson Judge Ltd

View: 110

Update day: 23-05-2024

Location: Bromsgrove West Midlands

Category: Finance / Bank / Stock Administrative / Clerical / Assistant Accounting / Auditing

Industry: Wholesale

Position: Entry level

Job type: Full-time

Salary: £28,000/yr - £28,000/yr

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Job content

Job Title: Finance Assistant (Immediate Start)

Location: Bromsgrove

Salary: DOE

I am currently working with a specialist wholesale business and due to internal changes, are looking to welcome a Finance Assistant on a temporary basis. The business is family-run by two sisters, who are specialist within their fields, and have 30+ years in their specific industry. This role will be reporting into the Financial Controller, who Simpson Judge have placed into the business. This Company is currently dealing with a turnover of £11+ million and have been operating for over 10 years, with a recent venture into the European market.

Key Responsibilities:

Sales ledger and reporting

  • Allocation and posting of customer receipts, follow up and resolution of queries
  • Month end customer statement process
  • Preparation of month end reports for key customer groups and reconciliation to sales ledger
  • Preparation of sales figures as requested by Account Managers (support to Finance Manager for sales information reporting) including ad-hoc sales analysis
  • Key finance contact for customers and support to Customer Services team for queries on customer accounts
  • Credit control:
  • Review and chasing of overdue accounts by phone and email
  • Maintaining accurate records
  • Placing accounts on hold and review of accounts on hold
  • Review and resolve unallocated cash on accounts
  • Provide report with overdue debt that requires escalation to Account Managers
  • Ensuring people pay on time by continuously looking at improving credit control process

Customer Services/Export

  • Support the Customer Services and Export teams when needed, tasks could include: Processing orders/returns/credits via SAGE, direct contact with customers and working with the Account Managers.

Purchase ledger

  • Matching purchase invoices to orders, delivery notes and processing invoices

Expenses

  • Review/checking of expense claims and corporate card statements, summarising in Excel and posting to SAGE

Petty Cash

  • Administer petty cash including end of month reconciliation and posting to ledger

Other

  • Consignment stock maintenance on SAGE
  • Costs review and preparation of analysis for Finance Manager
  • Support the sustainability objectives of the finance team

Key Requirements

  • Knowledge of Microsoft Excel
  • Completed or Partially completed Level 3 AAT

Benefits

  • On-site parking
  • 2 x free company products (after 3 months)
  • Birthday is given off as a free day of annual leave
  • Champion monthly awards

Please apply to this advertisement if it is of interest, or email an updated CV to nile.farndon@simpsonjudge.co.uk

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Deadline: 07-07-2024

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