Finance & Management Assistant

Job Title: Finance & Management Assistant

Location: Sutton Coldfield
Reporting to: Finance Manager / Operations Director

Job Purpose:

The Finance & Management Assistant will support the finance and operations functions through efficient financial administration, accurate data entry, and proactive management of records and client onboarding. This role plays a key part in maintaining the financial health and operational compliance of the organization across all areas of activity.

Key Responsibilities:

• Credit Control Support:
  • Chase overdue invoices in a professional manner.
  • Maintain strong and positive client relationships.
• Invoice Processing & Record-Keeping:
  • Request and process missing purchase invoices.
  • Maintain accurate and up-to-date financial records.
• Client Onboarding:
  • Register company details with new clients.
  • Ensure all onboarding documentation and compliance requirements are met.
• Financial Administration & Bookkeeping:
  • Assist with general bookkeeping tasks.
  • Enter financial data accurately into accounting systems.
• Policy & Compliance:
  • Review and update Terms and Conditions across all countries of operation.
  • Ensure documents are legally compliant and up to date.
• Cost Monitoring & Analysis:
  • Monitor and track recurring monthly costs (e.g., phones, cars, subscriptions).
  • Identify and highlight changes or variances for review.

Skills & Qualifications:

• Experience in a finance, bookkeeping, or administrative support role.
• Proficiency in financial software and Microsoft Office (Excel in particular).
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal abilities.
• Ability to manage multiple priorities and meet deadlines.
• Knowledge of accounting principles and financial regulations is an advantage.

Desirable Attributes:

• Self-motivated with a proactive attitude.
• Integrity and discretion in handling confidential information.
• A collaborative team player with a can-do approach.
• Comfortable working across different jurisdictions or with international teams.