Finance Assistant

Finance 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.