Senior Finance Assistant

We are looking for a Senior Finance Assistant to join our internal Finance Department. This person will work closely with the Finance Team Manager, support other Finance Team members and become a key point of contact for internal finance-related queries from across the Firm.

Why Gerald Edelman?

At Gerald Edelman, we pride ourselves on being a dynamic and evolving organisation that puts people at the heart of everything we do. Today, we are a thriving professional services firm, recognised for our commitment to quality, innovation, and collaboration. Our talented team works across a diverse client base, delivering exceptional services and tailored solutions that drive success.

Our journey isn’t stopping here. By 2034, our aim is to be regarded as a top firm with clear differentiators to the rest of the field. A true partner for clients, one who they trust with their most complex needs, a destination for the best advisers in the market, and an employer of choice that inspires and rewards its people.

This vision drives us to continuously improve, innovate, and raise the bar for what’s possible.

If you’re looking for a role where you can make an impact today while shaping the future of a firm committed to excellence, Gerald Edelman is the place for you.

How we give back

To ensure our employees know how much we value their hard work, we offer an extensive benefits and perks package. Our package covers your lifestyle, health and wellbeing, development and finances. How about an additional day off to celebrate your birthday? Or utilising our in-house mentoring scheme? These and many more perks are included in your Gerald Edelman employee benefits pack.

What will the role entail?

Responsibilities

• Assisting the Finance Team Manager with the month end process and reporting to the Operational Management Board.
• Daily bank reconciliations in Twinfield.
• Daily banking duties as follows:
  • Post daily transactions from online banking system into Twinfield.
  • Maintain and reconcile the cashbook.
  • Distribute the daily banking report to partners and managers.
• Produce and distribute the monthly WIP and Aged Debt reports to partners and managers.
• Update monthly spend reports for departments and internal committees.
• Reconcile the monthly credit card statement, ensuring all receipts are collated.
• Generate and issue the quarterly payroll bills using CCH.
• Review staff expenses using Webexpenses, ensuring all are within policy, and uploading them to Twinfield for the weekly payment run.
• Oversee the purchase ledger fuction, ensuring supplier queries are resolved and supplier invoices are paid promptly in the weekly payment run.
• Assist the Finance Team Manager with the administration of the tax enquiry protection scheme, provided by Markel Tax.
• Supporting the client account function with ad-hoc requests and assisting to improve the processes.
• Acting as cover for other team members during busy periods or periods of absence.

Requirements

• Finance based qualification (e.g. fully qualified or part-qualified AAT).
• Previous experience in a mid-level, internal finance role within a professional services based Firm.
• Good numeracy skills and understanding of accounting concepts.
• Previous experience assisting with the month end reporting process.
• Excellent attention to detail and organisational skills.
• Advanced Microsoft Excel skills, including experience with VLOOKUP and SUMIF formulas.
• Good communication skills, both verbal and written.
• Flexibility to assist with any ad-hoc duties, as required by the management team.
• Ability to use your own initiative and be able to self-manage your workload.