Account Assistant

This position is a 5 month contract role for our client based in Whiteley, Fareham!

Purpose of the Role

The Finance Operations Coordinator will provide essential support to the Finance Operations Team, ensuring the delivery of a high-quality, consistent service to finance and business stakeholders. This role is ideal for someone looking to develop a career in finance and gain hands-on experience in financial operations.

Key Responsibilities

• Assist the Finance Operations team with routine financial tasks, such as raising invoices and gathering financial data from business units.
• Manage the shared finance mailbox, assigning queries to team members and tracking their resolution.
• Support with various finance-related tasks, including setting up standard templates, preparing draft documents, handling basic SAP data requests, and working with large datasets.
• Maintain and update standard month-end documents, including accrual templates, cost transfer data, and Planner tasks.
• Ensure consistent use of tools and processes, such as SharePoint and MS Planner, by monitoring permissions and proper metadata usage.
• Provide guidance to team members on using templates and tools, ensuring uniformity in financial documentation.
• Standardize the formatting of published documents, reports, and presentations.
• Maintain and update SharePoint site links and permissions to ensure accuracy and relevance.
• Take meeting minutes, track action items, and monitor their completion using an action log.
• Assist in onboarding new team members by managing onboarding trackers, submitting service requests for system access, and coordinating equipment needs.
• Adhere to Finance Operations policies and broader financial and business procedures.

Qualifications & Skills

• Entry-level finance role; candidates should have a keen interest in developing a finance career and be pursuing or planning to pursue a relevant finance qualification.
• Strong proficiency in O365 tools, including Teams, Excel (intermediate level), SharePoint (document management and site management), MS Planner, and Word. Basic SAP skills are preferred.
• Proactive and supportive approach to assisting team members and stakeholders.
• Excellent interpersonal skills, with confidence to address process compliance with staff at all levels.
• Strong attention to detail and high standards of accuracy.
• Well-organized with a logical and structured approach to tasks.

This role is an excellent opportunity for someone looking to build a solid foundation in finance operations within a structured and supportive environment. If you have the relevant skills and a hungry to start your career in Finance, we'd love to hear from you!