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Financial Reporting Assistant

Financial Reporting Assistant

Posted 6 April by Resource Management Easy Apply Ended

Financial Reporting Assistant


£25,000 - £30,000 pa + benefits

Our client is the leading provider of insurance products to mortgage advisers. Founded in 1992, they have developed five flexible products: Home Insurance, Landlord's Insurance, IncomeShield, MortgageProtector, Home Buyer's Protection, all designed around the needs of the customer. Our client takes great pride in the quality and breadth of insurers that their home insurance panel offers, meaning more choice for the customer.


  • Assist in the production of accurate and timely divisional financial reporting including:
    • Monthly trial balances via Dynamics 365 and Sage
    • Periodic financial reporting
    • Balance sheet reconciliations
  • Assistance with the production of financial budgets and forecasts
  • Point of contact for Accounting team queries and reporting
  • Assisting the Financial Operations team as required
  • Ensuring timely and accurate reconciliation of bank accounts
  • Reviewing and authorising payments using online banking systems
  • Production of financial data to support the production of local HMRC tax returns including P11D returns
  • Ad-hoc duties as required

Key Skills / experience:

  • Experience of working in a similar financial reporting role
  • Part qualified or studying towards a professional accountancy qualification (ACCA/CIMA/ACA) or qualified by experience
  • Ability to work in a changing environment and comfortable working with a degree of ambiguity
  • Independent and self-motivated
  • Ability to work to strict deadlines to ensure monthly reporting deadlines are met
  • Advanced PC Skills, particularly Microsoft Office applications (Excel, Word and PowerPoint)
  • Experience of Dynamics 365 and/or Sage 500 reporting systems would be an advantage

Required skills

  • AAT
  • ACCA
  • Accounting
  • Reporting
  • Trial Balance
  • Financial
  • Reconciliations
  • insurance

Reference: 34845938

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