Finance Assistant

Location: Rugby/ Hybrid

To support the finance team with the effective delivery of day-to-day financial operations, ensuring accurate and timely processing of income, payments, invoices, and financial transactions.

The role contributes to the smooth running of financial systems and processes, supporting colleagues and suppliers, ensuring high standards of accuracy, compliance, and service.

Key Responsibilities

• Process claims in line with HMRC regulations and organisational procedures
• Record and process income received (post, online payments, and other sources), ensuring accurate allocation
• Process supplier invoices, staff expenses, and payment runs accurately in a timely manner
• Maintain accurate financial records and supporting documentation
• Assist with basic reconciliation of financial data where required
• Assist with posting basic journals under supervision
• Process online payments and ensure accurate recording within financial systems
• Take payments over the phone in accordance with organisational procedures and security standards
• Allocate incoming payments correctly and resolve basic discrepancies
• Support high-volume financial data entry and transaction processing
• Monitor incoming payments and assist with basic credit control follow-up
• Manage the finance inbox, responding to queries or directing them appropriately
• Deal with finance-related queries
• Assist with preparation of basic financial reports and data for the finance team
• Support audit preparation by maintaining organised and accurate documentation
• Help ensure compliance with financial policies, procedures, and controls
• Contribute to maintaining and improving financial systems and processes
• Assist with financial administration linked to events, including tracking payments and resolving queries
• Provide additional finance support during peak operational periods
• Contribute to wider organisational transformation and improvement initiatives

Skills and Experience

Experience of purchase ledger and invoice management

Experience preparing and posting journals (with supervision where required)

Familiarity with finance systems

Understanding of finance operations within a small to medium-sized organisation

Strong Excel & Microsoft Office skills

Confidence handling financial data and transactions