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Finance Assistant
The Pure Gold Company. Import daily sales transactions from Salesforce to Xero and ensure system accuracy and alignment .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial administration, including proficiency in Xero, Salesforce, and Dext for managing accounts payable and receivable. Strong analytical skills and attention to detail are essential for maintaining accurate financial records and ensuring compliance with internal policies.
Highest-signal resume keywords
Xero ProficiencySalesforce ExperienceAccounts Payable ManagementBank ReconciliationExcel Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounts ReceivableData ReconciliationInvoice ProcessingPayment ProcessingFinancial Reporting
Soft Skills
Attention to DetailTime ManagementCommunication SkillsProactive Problem SolvingAdaptability
Tools & Technologies
DextOnline Banking SystemsExcel
Industry Keywords
Finance AdministrationData CleansingSupplier OnboardingVAT ComplianceInvoice Approval Workflows
About the role
Key responsibilities & impact- Import daily sales transactions from Salesforce to Xero and ensure system accuracy and alignment
- Resolve data discrepancies with relevant teams
- Raise ad-hoc sales invoices and credit notes
- Allocate customer payments accurately each day
- Assist with debt recovery activities
- Process routine client refunds following agreed controls and approvals
- Maintain accurate customer master data and prevent duplicate client account creation
- Monitor and organise invoice inboxes
- Process supplier invoices through Dext with accurate coding and supporting documentation
- Conduct monthly supplier statement reconciliations and resolve discrepancies
- Prepare payment runs for review and approval in the online banking system
- Maintain supplier master data
- Assist with supplier onboarding and internal policy compliance
- Process and verify staff expenses for policy and VAT compliance
- Monitor invoice approval workflows and chase approvers
- Post daily bank and credit card transactions across multiple accounts and currencies
- Maintain standing order and direct debit records
- Maintain digital and physical finance filing systems
- Support data cleansing projects
- Document finance procedures and update process notes
- Contribute to system improvement initiatives, including bank-feed and invoice-capture automation
Requirements
What you’ll need- Minimum of 1-2 years’ experience in an administrative finance environment
- Familiarity with accounting software such as Xero, Salesforce and Dext
- Experience with Accounts Payable, Accounts Receivable or bank reconciliations desirable
- Confident with Excel (basic formulas - SUMIFs, Pivot Tables, VLOOKUP)
- Strong numerical, time management and analytical skills, with exceptional attention to detail
- Commercially aware, proactive, and comfortable taking ownership of tasks
- Excellent communication skills - professional, clear, and collaborative
- Able to manage workload and adapt to changing priorities in a fast-paced, agile environment
- Successful candidates must satisfactorily complete pre-employment screening, including credit, criminal records, and sanctions checks
Benefits
Comp & perks- Monday to Friday, 9 am – 5.30 pm (1-hour lunch break)
- Generous, matched pension scheme up to 6%
- Hybrid working (3 days in our Central London office, 2 days working remotely)
- 25 days annual leave, plus bank holidays
- An additional day of leave for your Birthday
- Private Medical Insurance
- Health Cashback Plan
- Ongoing training, coaching, and development opportunities
- Regular external speakers, Company training days, and social activities
- Discounted gym memberships
- Electric vehicle leasing scheme
- Cycle to work scheme
- Generous family leave policies
- Wellbeing support, including an Employee Assistance Programme
- A positive, ambitious, and rewarding culture
- Pre-employment screening and onboarding process including credit checks, criminal records checks, sanctions checks, and other relevant background checks