Finance & Management Assistant
CV-LibrarySutton Coldfield, City and Borough of BirminghampermanentPosted: 27 July 2026
Apply NowJob 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
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