Finance Assistant

at  INSYNC Group

DESCRIPTION

Do you enjoy admin and love working with numbers? Are you looking to gain experience in a financial environment?
Great news! We have an exciting opportunity within our Finance Team!
Our Finance team responsible for the day to day running of the client bank account management for Self-Assessment Tax function and to support the busy and growing Tax Client Portfolio.
As part of a busy and fast paced team you will be responsible for multimillion pound bank account reconciliations and creating invoices & disbursement of SA rebates from HMRC to clients & Inter-company transactions. Providing timely resolution to queries.

In this role your duties would include:

• Client Account Reconciliation; including allocating self-assessment receipts and calculating disbursements
• Production of invoicing data for our outsourcing partners.
• Daily/weekly payments of Self-Assessment rebates.
• Generate Self-Assessment invoices.
• Credit control collection across all IN-SYNC products & liaison with underwriting.
• Communication with clients in a timely manner by telephone and email.
• Ensure clients are kept up-to-date and successfully resolve any issues and queries.
• Building relationships both internally and externally with colleagues, clients, suppliers and third parties.
• To follow departmental processes and procedures, ensuring compliance is adhered to in all instances.
• To identify any process/procedure improvements to positively impact standards, efficiencies and profitability.