Finance Assistant
Job description
Finance Assistant - Worcester
The Company
Our client is a market-leading technology business within the insurance sector. With a strong focus on innovation, collaboration, and inclusion, they are committed to creating a positive and fulfilling workplace. Employees are at the heart of the organisation's success, and the company has signed up to several pledges and programmes that reflect their dedication to diversity, equity, and wellbeing.
The Role
Reporting to the Lead Finance Assistant and Finance Operations Manager, the Finance Assistant will support core finance functions including Accounts Payable, Accounts Receivable, Invoicing, Purchasing and Cash Management. This is a varied role in a fast-paced environment, providing both operational support and the opportunity to partner with wider teams to improve efficiency across finance processes.
Key Responsibilities
Maintain cash books and post cash receipts across group companies
Prepare payment requests using Lloyds Link online banking
Raise sales invoices and process recurring customer charges
Administer EDI activities and manage intercompany transactions
Complete month-end bank and balance sheet reconciliations
Support month-end close and statutory audit preparation
Administer the fixed asset ledger and support cost tracking/monitoring
Liaise with internal teams and external parties to resolve queries quickly
Analyse and interpret complex data, producing accurate and clear reports
Rotate responsibilities across purchase ledger, coding, and invoicing functions
Highlight opportunities to streamline processes and improve efficiency
Skills & Experience
Essential:
GCSE English & Maths (Grade C/6 or above)
Previous finance/administrative experience in a fast-paced environment
Knowledge of accounts receivable, treasury, accounts payable and credit control functions
Strong IT skills, including advanced use of Excel
High level of numeracy and accuracy with excellent attention to detail
Effective communication and time management skills
Desirable:
AAT Level 3 or above
Experience using SAP or other ERP/CRM systems
Personal Attributes
Enthusiastic and proactive team player
Conscientious and accountable with strong attention to detail
Ability to remain calm under pressure and meet tight deadlines
Confident, customer-focused, and professional in all interactions
Why Apply?
Join a leading technology business driving innovation in the insurance industry
Be part of a collaborative, inclusive, and supportive team culture
Opportunities for professional growth and development
Competitive salary and comprehensive benefits package
To Apply
If you're an organised, detail-driven finance professional looking for the next step in your career, we'd love to hear from you.
