Finance Assistant

Description:

Are you a detail-oriented finance professional looking to build on your experience in a dynamic and purpose-driven organisation?

IPSE, the UK’s only not-for-profit membership organisation representing the self-employed, is seeking a proactive and capable Finance Assistant to support the Director of Finance in ensuring accurate, timely, and compliant financial operations.

You’ll play a key role in maintaining financial controls, processing transactions, and supporting internal and external reporting – helping us continue to deliver strong financial stewardship and support our growing community of independent professionals.

Key Responsibilities

• Work closely with the Director of Finance to ensure the smooth running of all finance operations.
• Ensure adherence to IPSE’s financial control policies and highlight any compliance issues.
• Maintain accurate purchase ledger records, including supplier payments, credit card transactions, staff expenses, and reconciliations.
• Manage the sales ledger in coordination with internal teams and support effective credit control.
• Post and reconcile all bank transactions across accounts.
• Assist with month-end processes and post accurate and timely journals for the month-end process.
• Reconcile monthly CRM reports for the month-end in a timely manner.
• Reconcile all control and balance sheet accounts.
• Support budgeting and forecasting processes.
• Assist in audit preparation and respond to auditor queries with supporting documentation.
• Help maintain and update the Finance Procedures Manual.
• Prepare ad hoc financial reports and maintain accurate financial records via Xero and Dropbox.

What We're Looking For

Essential:

• Minimum 3 years’ experience in a finance role.
• Strong working knowledge of Microsoft Excel (including VLOOKUPs, Pivot Tables, SUMIFS and complex formulas).
• Excellent attention to detail and ability to meet deadlines.
• A clear, confident communicator with strong analytical and problem-solving skills.
• Highly organised, able to multitask, and a team player.

Desirable:

• CCAB part-qualified or AAT Level 3 qualified
• Experience using Xero.
• Degree-level qualification.