Finance Assistant

Level: Entry

Place of Work: Onsite

Salary: 32-35 K depending on experience

Hours: 42.5 hours per week with 30 mins paid lunch (9am – 5.30pm, 8.30am – 5pm or 8am – 5.30pm).

An excellent opportunity to join a small team in an SME, family run business. Our client pride themselves on the quality of service and maintenance offered to longstanding and new customers and the comprehensive rental fleet.

This role plays a key part in supporting the company’s financial operations. The Rental Finance Assistant will be responsible for tasks such as processing invoices, managing accounts payable and receivable, reconciling bank accounts, and maintaining accurate financial records. The position also involves using accounting software to input data, produce financial reports, and assist with budgeting and payroll activities. The ideal candidate will demonstrate strong attention to detail, ensure compliance, and provide valuable support to the wider team.

Key Responsibilities

Banking & Reconciliation

• Perform daily bank reconciliations for both current and deposit accounts.

• Monitor and check all asset finance instalments to ensure correct coding and up-to-date

records in Sage.

• Manage daily bank transfers between deposit and current accounts to optimise interest.

Accounts & Financial Records

• Accurately input all financial data into Sage to maintain up-to-date Management Accounts.

• Record and reconcile all asset finance agreements, HP interest journals, and vehicle purchases (both outright and financed).

• Raise and process vehicle sales invoices, ensuring correct allocation for depreciation and

revaluation.

• Prepare and produce financial reports for directors, bank meetings, audits, and ad-hoc

requirements.

• Support with monthly management reporting packs.

Accounts Receivable & Credit Control

• Raise the majority of sales invoices (c.95%) using the Syrinx CRM system, including both

customer recharges and standard hire invoices.

• Carry out all monthly invoicing for hire contracts and import transactions into Sage for

accurate financial reporting

• Prepare and submit direct debit runs through Secure Collections for all customers on these

payment terms, ensuring funds are received promptly for both hire and recharge invoices.

• Manage bi-monthly recharge runs (1st and 15th of each month), including submission to

Secure Collections and proactive communication with customers. This involves issuing

invoices at least 10 days in advance, advising of payment dates, and providing supporting

documentation when required.

• Ensure invoicing processes are followed accurately, maintaining compliance with customer

requirements and contractual obligations.

• Compile supporting documentation (inspection sheets, job sheets, photos, etc.) for

customers requiring proof of charges, and upload to portals where necessary.

• Run weekly aged debtor reports, actively chase outstanding balances, and escalate to

directors if customers fail to pay.

Accounts Payable

• Manage supplier invoicing, from receipt to approval and payment, ensuring accurate nominal

coding and correct cost allocation.

• File invoices digitally and physically, and prepare supplier payment runs for authorisation.

• Validate supplier costs against agreed rates (NPA, labour, and parts pricing), raising queries

where necessary.

Payroll & Expense Management

• Assist with monthly payroll processing.

• Track mileage, expenses, and staff claims in line with company policy and HMRC compliance.

Compliance & Reporting

• Support finance and operations compliance requirements, ensuring documentation and

audit trails are in order.

• Assist with internal and external audits.

• Respond to customer and supplier queries relating to accounts, hire contracts, and

compliance.

Key Skills & Attributes

• Strong knowledge of double-entry bookkeeping and financial reconciliations.

• Proficiency in Sage (or similar accounting software), Excel, and CRM systems (ideally Syrinx).

• Excellent attention to detail with a focus on accuracy and compliance.

• Strong organisational skills and ability to prioritise workload effectively.

• Confident communicator with customers, suppliers, and colleagues.

• Problem-solving skills with the ability to query and challenge costs or charges.

• Ability to handle sensitive financial data confidentially.

Experience & Qualifications

• Previous experience in an accounts assistant, finance assistant, or similar role.

• Experience within rental, leasing, automotive, or asset finance industry (desirable).

• Working knowledge of payroll support and expense tracking.

• GCSEs (minimum grade C/4 in Maths and English) or equivalent; AAT qualification (desirable

but not essential).

Reporting Line

• Reports to: Finance Manager / Operations Director

• Works closely with: Accounts team, Operations, and Senior Management

Package

• Competitive salary (depending on experience).

• EAP – Perkbox after successful probationary period

• Opportunities for development within the finance and rental operations team.

• Death in Service x 2

• Free parking

• Annual Bonus after 12 months service

• 31 days holiday, increasing with service up to 35 day