Demo
Job Specification
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!
Job Types: Full-time, Permanent
Benefits:
Schedule:
Work Location: In person