Compliance and Audit

• Ensure compliance with company financial policies, procedures, and internal controls.
• Prepare and assist with VAT returns and other statutory reporting obligations.
• Support internal and external audits by providing accurate financial records and supporting documentation.
• Maintain complete and accurate financial records in accordance with legislative and organisational requirements.
• Ensure confidentiality of financial and Board reporting information.

Systems and Process Improvement

• Maintain financial records in accounting and ERP systems such as QuickBooks, Sage, Xero, SAP, and similar systems.
• Ensure financial data is accurate, complete, and up to date.
• Identify opportunities to improve finance processes, controls, and efficiencies.
• Support improvements to the finance system and automation initiatives.
• Maintain organised electronic and physical financial records.

Stakeholder Management

• Act as the first point of contact for finance-related enquiries from customers, suppliers, and internal stakeholders.
• Build effective working relationships across the business to ensure the timely exchange of financial information.
• Liaise with external auditors, banks, and service providers as required.
• Support the Senior Leadership team by providing financial information and analysis to assist operational and strategic decision-making.

Skills and Experience

Technical Skills

• Accounts payable and accounts receivable.
• Customer invoicing and credit control.
• Bank and balance sheet reconciliations.
• General ledger maintenance and journal preparation.
• Month-end and year-end close processes.
• Management reporting.
• Board reporting support.
• VAT and statutory compliance.
• Cash flow monitoring.
• Payroll support.
• Audit preparation and support.
• Strong analytical and numerical skills.
• Excellent attention to detail and accuracy.

Systems & Software

• Experience using accounting or ERP systems such as Sage, Xero, QuickBooks.
• Advanced Microsoft Excel skills, including PivotTables, XLOOKUP, SUMIFS, and financial reporting.
• Experience using cloud-based accounting software.
• Understanding of finance automation and digital finance processes.

Personal Attributes

• Excellent organisational and time management skills.
• High level of accuracy and attention to detail.
• Strong analytical and problem-solving abilities.
• Ability to prioritise workloads and meet competing deadlines.
• Strong written and verbal communication skills.
• Ability to work independently and take ownership of the finance function.
• Professional, discreet, and able to handle confidential financial information.
• Proactive approach with a focus on continuous improvement.

Experience Required

Essential

• Minimum 3–5 years' experience in an accounting or finance role.
• Experience managing accounts payable and receivable.
• Experience preparing customer invoices and managing credit control.
• Experience preparing bank reconciliations and month-end journals.
• Experience supporting management reporting.
• Experience assisting with Board reporting or preparing financial information for senior management.
• Experience supporting audit and statutory compliance activities.
• Strong proficiency in Microsoft Excel and accounting software.

Desirable

• Experience within:
  • Technology
  • Software
  • SaaS
  • IT Services
• Knowledge of:
  • Subscription billing
  • Vendor management
  • Project accounting
  • Recurring revenue models
  • Finance automation and ERP systems

Qualifications

Essential

• Diploma or Bachelor's Degree in Accounting, Finance, Business Administration, or a related discipline.

Desirable

• AAT (Level 4 or above)
• ACCA (part-qualified or qualified)
• CIMA (part-qualified or qualified)
• CPA or equivalent professional accounting qualification

Key Competencies

• Financial & Commercial Acumen
• Attention to Detail
• Analytical Thinking
• Accountability
• Planning and Organisation
• Problem Solving
• Communication and Relationship Building
• Confidentiality and Integrity
• Customer Focus
• Adaptability
• Continuous Improvement
• Results Orientation

Key Performance Indicators (KPIs)

• Timely and accurate processing of financial transactions.
• Accurate and timely customer invoicing.
• Effective management of accounts receivable and reduction in overdue debt.
• Completion of month-end reporting within agreed deadlines.
• Accurate preparation of management accounts and Board reporting information.
• Timely completion of bank reconciliations and balance sheet reconciliations.
• Compliance with statutory reporting requirements, including VAT.
• Positive outcomes from internal and external audits.
• Continuous improvement in finance processes and system efficiencies.

Benefits

• Salary negotiable
• 25 days annual holiday + bank holidays
• Company pension scheme (after the qualifying period)
• Private Health Care (after 1 year of completed service)
• Private Life Insurance
• Great working environment with a young and passionate team
• Part of a company which strives to invest in People (training, wellbeing programs)
• Working hours: 37.5 hours per week