Job Description
Job description
The Transactional Finance Assistant reports to the Transactional Finance Manager. As the Transactional Finance Assistant, you will be responsible for supporting the Transactional Finance Manager in process and project activities across the Transactional Finance team.
This is a great opportunity for someone with a keen interest in Finance and Transactional Finance, and is looking for a role where they can grow and develop.
Your role will include supporting the Transactional Finance Manager in:
• Treasury activities: Liaise with the Group's banking and credit card providers to ensure availability of facilities, credit cards and card machines (PDQs).
• Reconciliation: Support regular reconciliations, such as supplier statements, bank, and unrecorded cash transactions, where required
• Customer service: Support activities at a site level, including management of PDQ machines, takings reconciliations, cash handling and recording in Practice Management Systems. Particular focus on new site and acquisition integration.
• Data and expenses: [Monitor and control expenses, including credit card spend, ensuring adherence to budgetary guidelines]
• Transactional projects: Support Finance Transformation and other functions where there is a transactional accounting element, such as new preferred suppliers, receipting of customer direct debits, banking and credit card, including taking payments.
• Process improvement and operational excellence: Work with Finance Transformation and Commercial Finance to deliver improvements in processing speed and quality to ensure the highest possible accuracy and timeliness of financial information.
• Controls and data security: Ensure continuous adherence to relevant controls and maintain safeguards around data security and privacy.
The Transactional Finance Assistant reports to the Transactional Finance Manager. As the Transactional Finance Assistant, you will be responsible for supporting the Transactional Finance Manager in process and project activities across the Transactional Finance team.
This is a great opportunity for someone with a keen interest in Finance and Transactional Finance, and is looking for a role where they can grow and develop.
Your role will include supporting the Transactional Finance Manager in:
• Treasury activities: Liaise with the Group's banking and credit card providers to ensure availability of facilities, credit cards and card machines (PDQs).
• Reconciliation: Support regular reconciliations, such as supplier statements, bank, and unrecorded cash transactions, where required
• Customer service: Support activities at a site level, including management of PDQ machines, takings reconciliations, cash handling and recording in Practice Management Systems. Particular focus on new site and acquisition integration.
• Data and expenses: [Monitor and control expenses, including credit card spend, ensuring adherence to budgetary guidelines]
• Transactional projects: Support Finance Transformation and other functions where there is a transactional accounting element, such as new preferred suppliers, receipting of customer direct debits, banking and credit card, including taking payments.
• Process improvement and operational excellence: Work with Finance Transformation and Commercial Finance to deliver improvements in processing speed and quality to ensure the highest possible accuracy and timeliness of financial information.
• Controls and data security: Ensure continuous adherence to relevant controls and maintain safeguards around data security and privacy.
💡 Quick Summary
Seeking a career-building opportunity? The Transactional Finance Assistant position is now open for candidates interested in the Accountant Jobs sector. This role in Solihull offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
