Finance Analyst

Appleyard Lees•Halifax, NC

3d•Hybrid

About The Position

We are looking for a hands-on Finance Analyst to join our Finance team. You’ll combine systems problem-solving with accurate reporting and core accounting, keeping billing running smoothly and making our management information clear and reliable. In a typical week, you might be asked to investigate and resolve billing issues, reconcile bank accounts, and generate reports from WIP and debtors data. That mix of systems curiosity, reporting skills and accounting accuracy matters more to us than any particular qualification. You will report to the Finance Manager and join a team focused on a faster month end, stronger controls and better management information.

Requirements

2–5 years’ relevant finance experience
Strong Excel skills, including working with large data sets
Comfortable working with finance systems and investigating system/data issues
Experience of reconciliations and month-end accounting
An understanding of WIP, billing, debtors and revenue
The ability to produce, manipulate and present financial reports
Strong problem-solving skills and attention to detail
Confidence communicating with non-finance colleagues, including fee earners

Nice To Haves

AAT qualification, or part-qualified CIMA or ACCA
Professional services experience, including time-based billing and WIP
Experience of Safe Intacct or a similar ERP system
Experience of Equinox or another practice management or time and billing system
Experience of Power BI or similar reporting tools
Budgeting and forecasting experience

Responsibilities

Resolve billing queries and system/data issues, working with billers, fee earners and support teams to improve billing processes and system use
Produce regular WIP, debtor, revenue and billing reports; deliver ad hoc analysis for the Finance Director/Finance Manager; support budgeting, forecasting and management information
Carry out bank and balance sheet reconciliations, assist with month end journals and management accounts, and maintain accurate financial records and schedules
Support finance projects and system/process changes, helping to automate reporting and embed new processes and controls