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Finance Assistant

Job Description - Finance Assistant

I am currently recruiting for a client based in South Liverpool area. My client is seeking a dedicated Finance Assistant to support their finance function. This role is ideal for someone with solid finance experience who thrives in a collaborative, values-driven environment and is looking to grow within a purpose-led organisation.

Key Responsibilities

  • Support the development and management of the annual budget
  • Monitor and report on income, expenditure, and cash flow
  • Process financial transactions including purchase invoices, payroll support, and procurement tracking
  • Ensure timely and accurate invoicing and manage credit control procedures
  • Maintain financial records and assist in preparing monthly and quarterly financial reports
  • Support the finance team with audit preparation and compliance tasks
  • Assist in producing reports that track key performance indicators and support income generation planning
  • Provide administrative support and contribute to improving financial processes

What is our client looking for?

  • Previous experience in a finance or accounts assistant role
  • Strong organisational skills and attention to detail
  • Comfortable working with Excel and finance systems (e.g. Sage, Xero, SAP - experience in any of these is a plus)
  • Ability to prioritise tasks and meet deadlines
  • A proactive and collaborative attitude
  • Studying towards AAT or other finance qualifications would be an advantage

Additional Information

  • Opportunities for continued professional development (CPD)
  • Regular team days and access to 1:1 coaching
  • Occasional travel between local sites may be required

To apply or find out more, please contact Adele Carr Recruitment. This is a fantastic opportunity for someone ready to take the next step in their finance career in a mission-led, team-focused environment.

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