Our client, is an award winning accountancy practice, based in Bristol. They boast an impressive client portfolio across a broad range of sectors supporting businesses, investors and individuals, with a collaborative and open approach.

They are now seeking a Finance Assistant to support their ongoing growth within the team.

The Finance Assistant will be responsible for day-to-day transactional finance activities. 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.
  
  

Benefits

• Flexitime
• Free Parking
• Employee Assistant Programme
• Paid Professional Subscription
• Pension
• Life Assurance
• 25 Days holidays + Bank Holidays
• Extra day at Christmas