Department: Transactional Finance
Location: Sheffield
Working Pattern: Hybrid, includes 3 days each week in the office
Contract Type: Full time, permanent
Tes is a global Edtech leader, on a mission to empower schools and educators to deliver impactful, inspiring learning experiences worldwide. We understand the unique challenges faced by schools, and our ecosystem is specifically designed to address these needs head-on.
Role Overview
The Finance Assistant will play a key role in supporting the finance functions by ensuring accurate, timely, and efficient processing of billing runs across multiple subsidiaries.
The role is responsible for maintaining high standards of financial accuracy, resolving billing queries and associated credits, and providing responsive support to internal stakeholders.
Diligent record keeping and query resolution and assistance with transactional finance activities such as assisting with some banking duties.
Key Responsibilities
- Responsible for all billing runs.
- Upload and maintain purchase orders for pathway tutors.
- Resolve all billing and pathway tutor purchase order queries.
- Manage Freshdesk tickets and email inboxes.
- Investigate and process customer billing credits.
- Raise ad hoc invoices as required.
- Raise ad hoc credits as required.
- Provide assistance for other transactional finance tasks as required.
What will you need to succeed?
Experience
- Some experience in an administrative, finance or accounts support role, or a strong interest in developing a career in finance.
- Experience in handling finance data with accuracy and attention to detail.
- Basic understanding of finance processes such as billing, invoicing or purchase orders (through work experience, education or training).
- Ideally, knowledge of the education sector.
- Experience using Microsoft Excel and other Microsoft Office applications at an intermediate level.
- Previous experience in a fast-paced environment, able to work to deadlines and established processes.
- Experience responding to queries via email and maintaining shared inboxes in a professional manner.
- Experience maintaining organised and accurate records.
- Willingness to learn bank reconciliations and other core finance tasks.
- Experience working collaboratively within a team and supporting internal stakeholders.
- Exposure to credit control or resolving billing discrepancies.
Knowledge
- Basic understanding of finance and accounting processes.
- Knowledge of billing and invoicing principles.
- Basic knowledge of purchase orders and supplier payments.
- Familiar with using finance systems and spreadsheets.
- Understanding of data protection and confidentiality in finance.
- Basic knowledge of VAT.
Skills
- Excellent communication skills, both written and verbal.
- Strong attention to detail and accuracy.
- Good organisational and time management skills.
- Able to prioritise in a fast-paced environment.
- Ability to handle and resolve queries within agreed deadlines and KPIs.
- Confident in dealing with complex customer queries, able to demonstrate experience in bringing them to successful resolution.
- Able to work independently as well as part of a larger team.
- Strong numeracy and literacy skills.
- A flexible approach to work and tasks assigned.
- Contribute to ongoing process improvements.
- Able to demonstrate resilience during peak periods.
Values and Ways of Working
To build the best possible working environment for us all, it is vitally important that every member of the team embraces and demonstrates the behaviours that embody our values.
We work together
You’re committed to building a trusting and open culture. You welcome feedback from everyone, with an open and willing mindset. You nurture the development of others, supporting testing and learning from mistakes positively.
We include everyone
You naturally collaborate and ensure that inclusivity allows us to take full advantage of cognitive diversity. You’re naturally empathetic with others and are able to create development and growth with honesty, supporting those in and outside of your team.
We take ownership
You battle complacency in all its forms and take ownership to move things forward. You can be agile and progress in small steps, but you don’t leave it to other to correct your mistakes or pick up after you.
We never stand still
You are agile, with a mentality of ‘how can we’ rather than ‘why can’t we’. It isn’t about breaking rules, but about being tenacious and innovative. You look to create greatness, even if achieved slowly by many incremental improvements.
We do it for them
You are passionate about creating an environment where everyone else around you can be motivated, enthused, and empowered to do their best work. With everyone motivated to do their best, teachers, students, and parents all gain the ultimate value and support.
What do you get in return?
- 25 days annual leave rising to 30
- 5% pension
- State of the art offices
- Access to a range of benefits via My Benefits World
- Free eye care cover
- Life Assurance
- Cycle to Work Scheme
- EAP (Employee Assistance Programme)
- Quarterly Tes Socials
- Access to an extensive Learning and Development menu
