Finance Assistant

We are looking to recruit a Finance Assistant to join Caroola! This is a permanent role (37.5 hours per week), based at our Warrington HQ 1-2 days per week.

Caroola is a group of market-leading brands that specialise in providing tax management, umbrella, and accountancy services to small businesses and a high-quality contingent workforce in the UK. Our mission is to unite and empower the agile workforce community with innovative technology, exceptional service, and expertise, all under one brand. Our top priority is to offer unparalleled support to our clients, easing their workload and helping them grow with us. This is who we are, and what we do.

In the role of Finance Assistant, you will be responsible for handling daily financial queries such as payments, processing invoices and ad hoc queries, as well as assisting the accounts payable manager and management accountants with various tasks and queries.

Responsibilities:

• Processing of invoices on Netsuite and Access Dimensions.
• Dealing with supplier queries and statement reconciliation.
• Engaging with stakeholders to get invoice approvals.
• Working with large quantities of financial and confidential data on the daily basis.
• Dealing with different tasks within Caroola Group.
• Working independently and within the team/other departments/outside companies (co-ordination of tasks and duties when required)
• Assisting in creating/implementing new operating procedures.
• Monthly Pension Payments
• Monthly Companies House Reports
• Assisting with Payment runs
• Covering cashbook reconciliations, postings bank transactions to appropriate nominals.
• TRS BA Client Referrals (BACS)-checking and paying - coordinate between marketing and tax team.
• TRS Payment Runs and dealing with queries in relation as well implementation of new system/training procedures
• Assisting the Management Accountants with daily/weekly/monthly queries and reports.
• Covering daily cash files.

Skills & Experience:

• A bachelor’s degree in finance, accounting or a related area is preferable.
• Previous work experience as a Finance Assistant, Finance Officer or similar role.
• Working independently and within the team (co-ordination of tasks and duties when required)
• Proficiency in Microsoft Packages
• Experience with Financial systems (i.e. NetSuite, Access Dimensions)
• Working proactively with high level of discretion and confidentiality
• Working effectively in an environment with high level of pressure with deadlines and interruptions
• Using own initiatives to prioritise workloads.
• Good knowledge of accounting and bookkeeping procedures.

What we offer:

We're experts in managing finances and we want to optimise yours too! We'll ensure that you receive the right benefits to support your choice of lifestyle, wellbeing and health - right now, as well as for your future. Find what’s best for you through your own personal benefits hub.

• A competitive salary, flexible working options, and the ability to flex your holiday entitlement is in the heart of our offering.
• Enjoy 25 days off plus Bank Holidays to reach a maximum of 29. Want more? No problem. You can buy up to an additional 3 days and tailor your leave.
• Plan ahead - With private medical insurance, you can access medical treatment when you need it most. So when life throws you an unexpected challenge, you can access a quick diagnosis and accurate treatment.
• Stay strong - Keep in shape with dental insurance, our Cycle to Work scheme and subsidised gym memberships.
• Study support - Progress your career in your chosen field without worrying about finding the time, the right guidance or the money to do it
• Our financial benefits will aid you in life’s ups and downs including free access to mortgage advice, credit scoring for life and financial management tools
• Company Pension - Save for the future with our company pension scheme with NEST.
• Caroola supports the mental health of its people. Take advantage of our mindfulness resources and engage in a list of initiatives that we update regularly. Our dedicated team of qualified Mental Health First Aiders provide materials and support in areas such as mental health, mindfulness and personal health. Through Health Assured, we provide 24/7 365 days a year counselling and support through our Employee Assistance Programme. If it’s your thing—or not (yet)—there’s also a gym membership up for grabs.
• Keep your balance - to ensure that everyone is able to thrive when they are at their best, we provide a flexible environment to support your lifestyle, priorities and family life which is built on a culture of trust and ownership.
• Tusker Car benefit scheme - Help the planet and put some of your salary, before tax, to buy an electric or hybrid car.
• My Savings Pal - Earn cashback. Make your salary go further with big discounts on all of your shopping.