Finance/Office Assistant

Position Title: Finance / Office Assistant
Department: Finance
Reports To: Managing Director
Location: Plymouth
Type: 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.