As a Finance Assistant, you will play an important role in supporting the day-to-day financial operations of the business. Working alongside experienced finance professionals, you'll help ensure billing, reporting, accounts administration, and financial record-keeping are completed accurately and efficiently.
This is a varied position that will provide hands-on experience across customer invoicing, supplier management, expense processing, revenue reporting, credit control support, and month-end activities. The role is ideal for a detail-oriented individual who is eager to learn, enjoys working with numbers, and is looking to develop their finance career within a fast-paced and supportive team.
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Maintain professional and positive relationships with customers, addressing billing queries and ensuring smooth communication regarding payments.
- Prepare and send customer invoices in line with monthly billing cycles, ensuring accuracy and timeliness.
- Update and maintain the timesheet system to reflect the latest billing information for clients and projects.
- Record, track, and chase purchase orders to ensure all billing aligns with client and internal PO requirements
- Process and record inter-company recharges accurately and on schedule
- Support the current credit controller in monitoring and following up on overdue accounts as part of the wider debt management process
- Track and manage accrued consultancy hours for specific clients to ensure accurate billing and reporting
- Assist with month-end billing reconciliations and reporting tasks
- Preparation of the monthly flash billing (revenue) report for all three entities
- Provide cover for other finance team members during periods of leave, ensuring continuity of service
- Accurately input and process supplier invoices, ensuring compliance with company policies and approval procedures
- Manage and process staff expense submissions, verifying receipts and ensuring correct coding and approval. As well as bookings for travel, such as flights and hotels
- Oversee business accounts such as Amazon, Viking, and other suppliers, ensuring transactions are tracked, reconciled, and recorded correctly
- Administer and manage the staff birthday scheme, ensuring timely recognition and budget tracking
- Support the Finance Manager with payroll preparation and related administrative tasks
- Assist with supplier and staff payment processing
- Support budget tracking and reporting, including monitoring spend against departmental budgets
- Maintain accurate financial records and support month-end processes as required
- Communicate effectively with internal departments and external suppliers to resolve any queries or discrepancies
- Create and maintain extensive process notes on all day-to-day tasks
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Excellent communication and interpersonal skills.
- Ability to manage multiple priorities and meet deadlines.
- Team-oriented approach with flexibility to support wider finance activities.
- Accurate data entry.
- Experience with Excel and accounting or ERP systems (Xero, Sage)
- Previous experience in accounts receivable, accounts payable, bookkeeping or general finance administration
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Flexible working hours (within reason and planned around financial deadlines)
- SalSac Pension Scheme
- Tusker Car Scheme
- Private Medical Care
- Home Electronics SalSac Scheme
- Holiday Buy/Sell scheme
- Opportunity to work within a supportive and collaborative finance team
- Free parking
- Potential for growth and cross-training within the finance function.
- Access to group training portal
PSTAX is a leading tax consultancy firm that provides tailored advice, consultancy, and training to public sector bodies. Our team of experienced consultants has a deep understanding of the specific tax issues that public sector bodies face, and we are committed to providing pragmatic solutions that meet our clients’ needs. PSTAX sits within the Opto Group, which has recently been acquired by Dains Accountants, alongside its sister company, S3TAX, a specialist third-sector VAT advisory firm, and CRSTAX, a specialist NHS VAT advisory firm.
Over the last 20 years, the team has grown from two consultants in the first year, to 40+ staff offering a broad range of consultancy and training across Employment Taxes, VAT and SDLT. At PSTAX we are proud of our flexible approach to working and our culture of trust, which enables our people to balance the demands of their lives with those of work. We have excellent staff retention with many of our colleagues surpassing a decade with us and our flexible approach is just one of many reasons for this!
Now, as part of Dains Accounts, which ranks 22nd in the National Accountancy Age ranking by firm size, with over 1000 talented individuals across the UK and Ireland, we're a force to be reckoned with. Integrated into our DNA are the values of Fairness, Working & Succeeding Together, Integrity and Valued Relationships. This shapes everything we do, creating a vibrant and supportive work culture.
