Position Title: Finance / Office AssistantDepartment: FinanceReports To: Managing DirectorLocation: PlymouthType: Full-Time / On-Site
Position Summary:
We are seeking a highly organised and detail-oriented Finance / Office Administrator to support the day-to-day operations of the office and assist with financial administration. This dual-role position requires strong multitasking skills, proficiency in accounting and office administration, and a proactive attitude.
Key Responsibilities:
- Analyse financial data and prepare financial reports, forecasts, and statements.
- Assist in budgeting and forecasting activities.
- Engaging with external customers to resolve inquiries regarding outstanding invoices and payment queries, both verbally and in writing
- Investigating statements and queries while obtaining credit notes from suppliers for pricing errors or short deliveries
- Maintain up to date suppler accounts
- Maintain confidentiality of sensitive client and employee information
- Communicating with clients to chase overdue invoices and processing payments
- Ensuring adherence to reporting, control, and reconciliation procedures
- Monitor and report on financial performance by comparing actual results with budget and forecast
- Support month-end and year-end closing processes
- Develop financial models and perform ad hoc analysis to support business decisions
- Ensure compliance with financial regulations and internal controls
- Manage phone calls, emails, and correspondence in a professional manner
- Maintain confidentiality of sensitive client and employee information
- Provide general support to employees (small team of 4 inclusive) and assist with office administration duties
Required Skills & Qualifications:
- Proficiency in MS Office (MS Excel and MS Outlook, in particular)
- Proficiency in using Xero accounting software
- AAT qualification desirable
- 2 years finance assistant experience preferred
- Proven bookkeeping experience
- Excellent time management skills and ability to multi-task and prioritise work
- Attention to detail and problem-solving skills
- Excellent written and verbal communication skills
- Strong organisational and planning skills in a fast-paced environment
- A creative mind with an ability to suggest improvements.
Benefits:
- Competitive salary with potential for progression
- Full-time, stable position in a well-established company. Full office - free parking
- Opportunities for professional development and training in industry-specific tools and practices.