Internal Finance Assistant

by | Jul 5, 2024 | Vacancies

The Position

The main responsibilities of a Finance Assistant will be responsible for day-to-day transactional finance activities. Your duties will include the chasing of overdue invoices and resolving any client invoice queries. As an assistant to the finance manager you will play a crucial role in assisting the Finance Manager with any ad-hoc finance projects and reporting requirements. This position plays a critical role in ensuring efficient and effective services are in place to enhance the overall operational performance.

 

An outline of the job and what it will entail is stated below:

  • Liaise with and chase clients for outstanding invoices.
  • Investigate client invoice queries, liaising with internal stakeholders to find solutions.
  • Work with Xero Accounting Software to reconcile payments on all bank accounts/credit cards/petty cash.
  • Create sales invoices and credit notes using Xero and IRIS.
  • Post supplier invoices and arrange payments.
  • Pay cheques into the bank.
  • Take card payments.
  • Post expenses.
  • Set up and manage direct debit mandates.
  • Provide financial information to colleagues.
  • Deal with client money in line with regulations.

 

New Business Development

  • To form good professional relationships with clients, creating an environment whereby clients feel happy to refer their contacts to .
  • To actively endeavour to make non clients aware of the services and benefits that can provide.
  • To build own network of professional contacts and encourage referrals.
  • To assist with business development events as required.
  • Liaise with Potential new client leads as requested.

Dunkley’s is committed to providing a supportive and collaborative work environment where employees can thrive and grow professionally. Join our team now and make meaningful impact in the financial success of our clients!

 

Benefits

  • Flexitime
  • Free Parking
  • Weekly Fresh Fruit
  • Socials
  • Quarterly Pizza Delivery for all our staff
  • Employee Assistant Programme
  • Paid Professional Subscription
  • Pension
  • Life Assurance
  • 25 Days holidays + Bank Holidays
  • Extra Christmas Holiday Day (Dunkleys Day)

What can we do for you?

If there’s anything you’d like to know about Dunkley’s, we’d love to hear from you.