Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

SKILLS, KNOWLEDGE AND EXPERIENCE

• Should be able to work under Data protection protocol and policies.
• Good standard of education
• Must possess strong organisational skills and excellent communication skills, both verbal and written.
• Demonstrates a high level of commitment and can work in a busy environment. Self-motivated with the ability to work under pressure when necessary to deliver to tight deadlines.
• Must have a flexible attitude to working, and possess a willingness to work as part of a team.
• Must be proactive with the initiative needed d to succeed in this demanding, broad and varied role.
• A keen eye for detail and an interest in learning more about good data management
• Excellent customer service skills.
• Ability to manage client expectations and possess a confident, professional approach
• Computer literate, with at least intermediate MS Office skills (specifically Word, Excel, PowerPoint and Outlook).

ABOUT THE ROLE

The Finance Assistant will be an effective resolver of various system queries, action requests from the wider firm and support effective data management and help to provide seamless, effective, and proactive administrative support within the national billing team

ROLE AND RESPONSIBILITIES

• Working with the team to review and action emails and billing requests allocated to a high quality and on a timely basis including more complex requests
• Working on our time management system, assisting our wider firm by providing miscellaneous information requests and resolving queries.
• Assist with the update of the finance system to ensure billing can be completed efficiently.
• Be part of the team that ensures all Financial Planning related processes and therefore FCA regulated support is kept up to date.
• Working with different reporting tools and preparing the reports on basis of request.
• Assisting with the month end process to close the month.
• Spotting anomalies or issues and escalating as appropriate.
• Feedback to Senior Finance Assistant/Finance Manager any efficiencies in procedures
• Assisting Senior Finance Assistant/Finance Manager with tasks as and when requested.
• Other tasks / projects as required and directed by the Finance Manager.