Full job descriptionFinance Assistant (AAT / Graduate Opportunity)
Watford
£30k plus benefits & study support
This is an excellent opportunity for a Finance Graduate or an individual who has recently completed (or is nearing completion of) their AAT qualification and is looking to build a long-term career in finance.
Working within a supportive finance team, you will gain exposure to a broad range of accounting and finance processes, with full study support available towards a professional qualification (ACCA/CIMA). The role offers a clear development pathway towards becoming a Management Accountant, making it ideal for someone ambitious, eager to learn and looking to progress their finance career.
Key Responsibilities
Sales Ledger & Finance Administration
*Raise invoices and credit notes accurately and in a timely manner.
*Produce premium collection reports.
*Process and record customer refunds.
*Collate and distribute broker commission statements.
*Respond to premium receipt queries.
*Assist with credit control and collection of outstanding debt.
*Produce analysis to support clients’ P11D calculations.
Direct Debit & Payment Processing
*Assist with the preparation and upload of weekly direct debit collection files to the BACS system.
*Assist with recording BACS receipts within Salesforce.
*Assist with processing ADDACS and ARRUDS reports and updating records accordingly.
Process Improvement & Compliance
*Identify and recommend process improvements to increase efficiency and accuracy.
*Adhere to compliance procedures and regulatory requirements, including the identification and support of vulnerable customers.
*Develop a working knowledge of wider business functions and processes.
About You
*Finance degree (or equivalent) or AAT qualified / studying towards AAT.
*Strong understanding of sales ledger processes.
*Excellent numerical and analytical skills.
*High level of accuracy and attention to detail.
*Good knowledge of Microsoft Excel.
*Strong organisational skills with the ability to manage multiple priorities.
*Excellent verbal and written communication skills.
*Customer-focused approach.
*Ability to work independently and as part of a team.
*Positive attitude with a willingness to learn and develop.
Desirable
*Experience using Salesforce.
*Experience using QuickBooks.
*Previous experience in a finance, accounts, administration or customer service environment.
*Understanding of direct debit processes, BACS, ADDACS and ARRUDS.
Personal Attributes
*Ambitious and motivated to develop a career in finance.
*Looking for a structured progression route towards Management Accounting.
*Highly methodical and process-driven.
*Takes ownership and responsibility for their work.
*Proactive with a strong "can-do" attitude.
*Able to build rapport and maintain professional relationships.
*Empathetic and able to adapt communication styles to different audiences.
*Comfortable working to deadlines and under pressure.
*Honest, reliable and professional.
*Open to change and new ways of working.
What’s On Offer?
*Full study support towards ACCA or CIMA.
*Clear progression path to Assistant Management Accountant and Management Accountant.
*Hands-on exposure to a broad range of finance activities.
*Supportive and collaborative team environment.
*Ongoing training and professional development.
*Opportunity to build a long-term career within finance.
Please apply now for immediate consideration.