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Financial operations specialist

beBeeFinancial
Operations specialist
Posted: 14 September
Offer description

Job Overview

The role involves maintaining an efficient, well-organised and accurate financial function for the business through undertaking a variety of day-to-day financial operations.

This is a proactive role that will evolve with the needs, growth and direction of the organisation.


Key Responsibilities:

* Complete bank & cash reconciliations
* Maintaining spreadsheets
* Generating customer invoices and obtaining payments
* Enter and code financial transactions appropriately
* Checks all financial transactions for accuracy
* Running Payroll and managing pension contributions
* Providing up-to-date Creditor / Debtor reports
* Preparation and submission of VAT returns
* Provide monthly reports to management detailing financial performance
* Manage cash flow ensuring financial commitments of the organisation are met

Liaising with suppliers ensuring invoices are received and correct,
Liaising with the bank and external stakeholders as required,
Managing petty cash.


Compliance and Risk Management:

* Ensure the organisation adheres to internal financial policies and controls
* Monitor compliance with statutory requirements including HMRC, Companies House, and pension authorities
* Maintain accurate records in line with financial, audit, and regulatory requirements
* Support the preparation and coordination of external audits
* Keep abreast of changes in financial regulations and legislation to ensure full compliance
* Develop and maintain compliance checklists and internal documentation
* Identify and mitigate potential risks related to financial procedures and data security
* Manage and store sensitive information in accordance with GDPR and organisational policies
* Oversee insurance policies and support insurance claims where required


Operational Support:

* Supporting the operational and commercial functions of the organisation
* Assisting other members of the team with various administrative and finance-related tasks
* Providing administrative support to the team
* Receiving and dealing with emails
* Answering phones, taking messages, and fielding calls
* Help maintain organised filing systems


Essential Skills and Qualifications:

* Enthusiastic, committed and fast learner with at least five years' experience in a busy accounts and compliance environment
* Demonstrated experience preparing and submitting VAT returns
* Strong understanding of bookkeeping, accountancy procedures, and compliance standards
* Experience using Sage and Quick Books
* Proven ability to interpret and apply regulations to business operations
* Exceptional attention to detail and accuracy in record-keeping
* Ability to work independently and proactively manage deadlines
* Effective communicator with strong interpersonal skills and a professional phone manner
* Team player with a flexible, can-do attitude and the ability to think on your feet
* Highly organised with good administration and time management skills
* Demonstrates integrity, discretion, and professionalism when handling sensitive information
* Excellent written and spoken English skills

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