JOB SUMMARY

Love spreadsheets, smooth systems, and solving the puzzle of everyday finance?
At Angel Solutions, our mission is to make education smarter through beautifully designed SaaS tools. We’re looking for a Finance & Office Assistant who thrives on details, loves variety, and wants to be part of a friendly, purpose-driven team.

JOB REQUIREMENTS

We are looking for someone who:

• Has a keen eye for detail and a structured approach
• Stays focused, proactive, and adaptable to shifting priorities
• Works independently and takes ownership
• Excels at multitasking and prioritisation
• Communicates effectively and collaborates well
• Remains calm under pressure and maintains confidentiality

REQUIRED SKILLS & QUALIFICATIONS

Essential:

• AAT Level 4 (or equivalent qualification)
• Minimum of 2 years’ experience in a similar finance role
• 1–2 years’ practical experience using Sage and/or Xero for core finance tasks such as invoicing, bank reconciliations, VAT submissions, and ledger management.
• Proficient in Microsoft Excel for day-to-day tasks including formulas, tables and charts.

Desirable:

• Advanced Excel skills (e.g., pivot tables, lookups, dashboards)
• Experience using AI-powered tools to streamline financial processes, enhance data analysis, or support efficient decision-making

Daily Finance Operations

• Produce and send customer invoices in a timely manner, working to minimise debtor days.
• Reconcile bank accounts daily to ensure accurate cash flow monitoring.
• Process payments to suppliers and reimburse employee expenses, ensuring all transactions are accurately recorded.
• Resolve customer invoicing queries promptly and professionally.

Payroll and Benefits Administration

• Assist in processing monthly payroll for employees.
• Administer staff benefits and expenses in line with company policy and HMRC regulations.
• Act as a point of contact for employee payroll and expense queries.
• Ensure secure handling and storage of all payroll and benefits-related information.

Month-End and Financial Reporting

• Contribute to the month-end close process, including basic P&L and cash flow reporting support.
• Assist with balance sheet reconciliations.
• Support preparation and updates of budgets and costings, ensuring financial efficiency and value for money.
• Help prepare documentation for internal and external audits and support year-end financial tasks.

VAT and HMRC Compliance

• Prepare and submit quarterly VAT returns, ensuring compliance with HMRC regulations.
• Ensure VAT processes and recordkeeping are consistently followed and up to date.
• Assist with PAYE submissions and general HMRC-related compliance tasks.

Sales and Purchase Ledger Support

• Maintain and process entries on the sales and purchase ledgers.
• Reconcile supplier statements and ensure customer accounts are accurate and up to date.
• Monitor debtors and creditors to support effective cash flow and supplier relationships

Office and Team Support

• Provide general office and finance admin support including answering phones, greeting visitors, handling post, and assisting colleagues with finance-related queries.
• Help arrange internal staff events, meetings, and company socials.
• Act as a contact with the building management for office-related matters.

Process Improvement and Systems

• Identify opportunities to improve finance processes and support the implementation of system improvements.
• Apply your experience with Xero, Sage, or equivalent systems, alongside Excel, to support financial reporting, reconciliation, and automation efforts.
• Explore or implement AI-powered tools (e.g., automated invoice matching, forecasting tools) to support smarter and faster decision-making.
• Confidently use the Microsoft Office suite and other digital tools to support your role.

Learning and Development

• Take initiative in maintaining and updating your Personal Development Plan (PDP) to support your professional growth.
• Participate in finance-related and soft skills training as part of your development within the company.
• Contribute to quarterly team reviews and present finance updates where required.

Collaboration and Communication

• Work closely with the Finance Director, People Manager, and other internal teams to support accurate and timely financial operations.
• Provide cover and maintain continuity during team member absences

Escalate issues appropriately and communicate clearly and professionally across the business