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Job Title: Finance & Management Assistant
Location: Sutton Coldfield
Reporting to: Finance Manager / Operations Director
Job Purpose:
The Finance & Management Assistant will support the finance and operations functions through efficient financial administration, accurate data entry, and proactive management of records and client onboarding. This role plays a key part in maintaining the financial health and operational compliance of the organization across all areas of activity.
Key Responsibilities:
- Credit Control Support:
- Chase overdue invoices in a professional manner.
- Maintain strong and positive client relationships.
- Invoice Processing & Record-Keeping:
- Request and process missing purchase invoices.
- Maintain accurate and up-to-date financial records.
- Client Onboarding:
- Register company details with new clients.
- Ensure all onboarding documentation and compliance requirements are met.
- Financial Administration & Bookkeeping:
- Assist with general bookkeeping tasks.
- Enter financial data accurately into accounting systems.
- Policy & Compliance:
- Review and update Terms and Conditions across all countries of operation.
- Ensure documents are legally compliant and up to date.
- Cost Monitoring & Analysis:
- Monitor and track recurring monthly costs (e.g., phones, cars, subscriptions).
- Identify and highlight changes or variances for review.
Skills & Qualifications:
- Experience in a finance, bookkeeping, or administrative support role.
- Proficiency in financial software and Microsoft Office (Excel in particular).
- Strong attention to detail and organizational skills.
- Excellent communication and interpersonal abilities.
- Ability to manage multiple priorities and meet deadlines.
- Knowledge of accounting principles and financial regulations is an advantage.
Desirable Attributes:
- Self-motivated with a proactive attitude.
- Integrity and discretion in handling confidential information.
- A collaborative team player with a can-do approach.
- Comfortable working across different jurisdictions or with international teams.
