Reform UK
Junior Finance Assistant
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Junior Finance Role
This is a hands-on junior finance role ideal for someone at the early stages of their AAT qualification (Level 1–3), with the ambition to progress to ACCA. The role sits within a small, SME-style finance team, supporting day-to-day accounting operations, month-end routines, and system administration. The business currently uses Xero, with a planned transition to Microsoft Dynamics 365 Business Central in the next 12 months, so the role suits someone comfortable with cloud systems and process change.
Key Responsibilities
Daily & Weekly Operations
- Process supplier invoices, ensuring correct coding, approvals, and supporting documentation.
- Prepare and post bank transactions; assist with daily bank reconciliation.
- Manage accounts payable inbox and supplier queries.
- Assist with accounts receivable tasks: raising invoices, allocating receipts, and chasing overdue balances.
- Maintain accurate records for expenses, credit cards, and staff reimbursements using Navan.
- Keep digital filing organised and up to date.
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Month-End & Reporting Support
- Prepare prepayments and accruals schedules under guidance.
- Support balance sheet reconciliations (bank, control accounts, fixed assets, AP/AR).
- Assist with posting journals and maintaining the general ledger.
- Run standard month-end reports from Xero and assist with variance analysis.
Systems & Process
- Operate confidently within Xero, including tracking categories, bank rules, and basic reporting.
- Support the finance team during the migration to Dynamics 365, including data cleansing, testing, and user acceptance tasks.
- Help document finance processes and maintain internal controls.
Compliance & Administration
- Assist with VAT return preparation and supporting schedules.
- Support ad-hoc finance projects, audits, and operational improvements.
- Maintain organised digital filing in SharePoint/OneDrive.
Skills & Attributes
- Strong attention to detail and accuracy.
- Comfortable working in a fast-moving SME environment.
- Good communication skills for supplier and internal queries.
- Proactive, organised, and willing to learn.
- Confident with cloud-based systems and spreadsheets (Excel/Sheets).
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Qualifications & Experience
Essential:
- Studying AAT Level 1, 2 or 3.
- Basic understanding of double-entry bookkeeping.
- Competent with Excel (lookups, pivot tables, basic formulas).
Desirable:
- Exposure to Xero, Navan, or other cloud accounting software.
- Interest in progressing to ACCA.
- Experience in an SME or multi-entity environment.
Development & Progression
- Full support for AAT progression and later ACCA (subject to performance).
- Exposure to month-end, budgeting, and system migration projects.
- Clear pathway to Assistant Accountant within 18–24 months.
This is a fantastic opportunity for a motivated and career-driven individual to begin their journey in finance with a forward-thinking organisation. With exciting growth plans ahead, there has never been a better time to join and be part of the Party's success story.
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