TRAINEE ACCOUNTS ASSISTANT
BIRCHWOOD
8.30 - 5PM MONDAY - THURSDAY 
8.30 - 2.30 FRIDAY 

KPI Recruiting have an exciting opportunity for someone looking to take their first steps into an accounts capacity. You will be joining a well established, global organisation based within the accounts team of 5. This is an excellent opportunity for someone wanting more exposure in a fast paced and extremely busy accounts function. You will be working on the sage system, and will be confident using MS excel to produce reports. 

The successful candidate will be;

• Enthusiastic & have a willingness to learn
• System savvy
• Have excellent attention to detail 
• Be a confident team player 
• Professional 
• Have the ability to multitask 

Reporting directly into the Finance Manager, you will responsible for;

• Updating the Cash flow 
• Post all receipts from all bank accounts 
• Inputting high volumes of invoices
• Validate post
• Reconcile accounts from start to finish
• Working towards strict accounts deadline
• Supplier Account Reconciliations
• Update and post Bank Transactions
• Assist Credit control in Busy periods
• Accounts Holiday Cover
• Assist Ffinance Manager with any adhoc tasks 

INDCOM 

Currently working with a creative and rapidly expanding organisation based in Warrington to help them find a bookkeeper to join their friendly and welcoming team.

Duties include:

• Record day-to-day financial transactions and complete the posting process.
• Reconciliations
• Monitor financial transactions and reports.
• Process accounts receivable and payable.
• Credit Control duties
• Work with an accountant.
• Working on Xero

• The ideal candidate will have a minimum of 2 years of bookkeeping experience
• Strong communication skill
• Excellent attention to detail and organisational skills
• Competent with computers including but not limited to MS Office, Outlook, Word, and Excel and knowledge of Xero is desirable but not essential
• An ability to work independently and collaboratively within a team
• Payrate: £13ph - £16ph DOE
• Hours: 10 - 15 Hours per week 

INDCOM

Currently working with a creative and rapidly expanding organisation based in Warrington to help them find a Part Time Bookkeeper to join their friendly and welcoming team.

Duties include:

• Record day-to-day financial transactions and complete the posting process.
• Reconciliations
• Monitor financial transactions and reports.
• Process accounts receivable and payable.
• Credit Control duties
• Work with an accountant.
• Working on Xero

• The ideal candidate will have a minimum of 2 years of bookkeeping experience
• Strong communication skill
• Excellent attention to detail and organisational skills
• Competent with computers including but not limited to MS Office, Outlook, Word, and Excel and knowledge of Xero is desirable but not essential
• An ability to work independently and collaboratively within a team
• Payrate: £13ph - £16ph DOE
• Hours: 10 -15 hours per week 

Position: Head Of Finance

Salary: £70,000 - £90,000 DOE

Location: Warrington

An exciting opportunity has become available for a thriving business within the Financial Services industry. Our client is looking for a Commercially driven Head of Finance who will take responsibility heading up the business finance department. If you come from a similar industry and are looking for an opportunity that will offer challenges but many rewards then this could be the role for you

Job Description

• Responsibility for establishing a precedent bank of, and thereafter maintaining, company accounting policies using established financial regimes such as GAAP as an appropriate reference point
• Assisting the Managing Director and SMT set budgets/predicting future trends and monitoring performance throughout the financial year
• Providing and interpreting financial data, including but not limited to monthly board packs (profit and loss/balance sheet/budget performance/cash flow/credit control/debt recovery and financial forecasting)
• Preparation of annual draft accounts, bad debt provision, annual adjustments.  Liaising and assisting external accountants prior to the final draft approval
• Source, negotiate and put in place specialist business insurance requirements
• Researching external and internal factors impacting on business financial performance
• Research, develop and implement new financial processes, software and systems to improve finance department efficiency
• Analysis of competitors, industry benchmarks and trends
• Liaising internally to identify issues/lock up in invoice realisation. Actively input into claims journey with financial housekeeping KPIs in mind. Lead regular commercial meetings to ensure forecasted sales are on track
• Weekly Directors report, containing cash flow, business trading and collections data
• Assessing cost-reduction opportunities and ensuring value in our supply agreements
• Assisting with the formulation of short-term and long-term business planning including discussions with advertising providers and considering profitability of potential future product lines
• Researching and making grant applications, where appropriate (e.g. EU funding, UK government grants)
• Management and coordination of research and development claims, supply all financial information, ensuring timely submission
• Assessing product financial performance at a macro level using our analytics tools. Help the business identify most profitable workstreams and liaise with third party advertising partners accordingly
• Formulate financial reports and KPIs for external advertising partners
• Supporting the management team with ad hoc operational tasks and bringing general commercial acumen and experience to the running of the business
• Taking the lead on seeking out funding and investment opportunities
• Keeping abreast of changes in financial regulation and legislation and attending relevant FCA externally hosted courses
• Oversee and manage the finance and credit control team staff, ensuring accounts are up to date and fully reconciled, and ensure credit control is working efficiently to maximise collections
• Management and oversight of company payroll (inc. keeping staff personal financial information up to date)
• Identifying, developing and managing external relationships with appropriate other contacts, e.g. solicitors, debt collection agencies, external accountants, bankers and statutory organisations such as HMRC
• Approving day-to-day company payments to suppliers and contractors via Bankline
• Producing calculations for FCA reporting obligations and returns, including but not limited to regulatory returns, firms details, attestation, PRR, VoP, tariff data, financial resilience reports
• Preparation of information for Directors annual income tax returns, manage and coordinate submission of tax returns, payments on account and personal income tax forecasts. Annual P11D submissions
• Hold the position of CASS Officer within the business – responsible for company adherence to FCA CASS rules, ensuring regulated and non-regulated client money is handled appropriately, ensuring all daily reporting requirements are met.  Manage the annual CASS audit, all supported by the internal Q&R team
• General responsibility for all HMRC matters including VAT returns, filing, payment, corporation tax
• As a key member of the Senior Management Team, you will be a trusted advisor and an agent of change for the company, always working towards the wellbeing of the business, being an active member of the team, proactively making suggestions to improve business performance and being regularly involved in business decision making
• Leading and actively participating in executives, committees, and projects as necessary for the role
• Remain aligned to the Operations Executive, ensuring the best interests of the business at all times
• Foster an inclusive culture which encourages each individual to have the passion to deliver exceptional service throughout the business
• Ensure that the business provides staff with the appropriate resources, skills and knowledge they need to be effective, efficient and regulatory compliant
• Manage and embed changing initiatives into the company’s ways of working
• Participate in the review, amendment and implementation of relevant policies and procedures across the business including data, GDPR and systems
• Ensure any GDPR or FCA conduct issues are promptly resolved and reported to the Managing Director
• Adherence to client confidentiality and GDPR requirements.  Handling personal data in accordance with the company's data protection policies and procedures
• Support the business compliance needs including policy documentation and training staff in matters related to your sector, following defined processes and use of business tools
• Ensuring all team members have received appropriate training in order for them to perform duties in line with their job description and support them with any further training required to improve their skills
• Commitment to the company’s ethos of high-quality standards of customer care.
• Commitment to comply with health and safety regulations and to operate within our Regulator’s rules (as applicable to the job role)
• Responsible for ensuring consumer duty responsibilities appropriate to the role are adhered to
• Ensuring all personal learning requirements are regularly maintained in line with company, legal, regulatory and industry guidelines
• To carry out any other duties that are within your skills and abilities whenever reasonably instructed

The Successful Candidate

• Has strong personal leadership qualities and personal credibility to inspire trust and confidence in the finance function and wider business
• Is a strategic and innovative thinker who can translate strategy into operational and project plans and goals, and be hands-on in implementing them
• Demonstrates a proven ability to challenge, influence make changes with positive benefits
• Strong commitment to upholding ethical business progression and best practice
• A strong commercial mindset with the ability to use this when making all business decisions
• Excellent verbal and written communication skills, to communicate with all levels of the company
• Be a team player, with excellent organisational skills
• Excellent time management skills, and the ability to prioritise competing demands
• Be diligent and conscientious, with excellent attention to detail
• Ability to work to deadlines and within defined standards
• Possession of a good working knowledge of IT encompassing, but not limited to SharePoint, Word, Excel, and PowerPoint

 INDCOM

Finance Manager

£45-55k DOE

Our client, a leader within the manufacturing industry is seeking a self-starter who is an experienced Finance Manager to support their current Financial Controller and Senior Team.  Joining a dynamic and friendly team you will be responsible for the below duties, ensuring you are providing accurate and integral information to the Financial Director on a daily/weekly basis. If you are a part qualified/qualified candidate looking for the next step within your career then this could be the ideal role for you!

Job role/Duties

Financial Strategy Development

• Spearhead the development and implementation of comprehensive financial strategies aligned with organisational goals
• Provide strategic financial insights to support executive decision-making

Risk Management

• Evaluate and manage financial risks, proposing mitigation strategies to safeguard the financial health of the organisation
• Stay abreast of industry trends and regulatory changes to ensure compliance and risk resilience

Cash Flow Management

• Monitor and optimise cash flow to maintain liquidity and support operational needs
• Implement efficient cash management procedures to maximize returns on surplus funds

Cost Management

• Lead cost control initiatives, identifying areas for optimization without compromising operational efficiency
• Conduct regular cost-benefit analyses to inform business decisions

Financial Modelling

• Develop and maintain financial models to support budgeting, forecasting, and scenario analysis
• Analyse financial data to identify trends, risks, and opportunities for improvement

Cross-functional Collaboration

• Collaborate with department heads to understand their financial needs and provide guidance on budgeting and resource allocation
• Foster a culture of financial awareness and responsibility across the organisation

Financial Reporting

• Oversee the preparation of accurate and timely financial reports for internal and external stakeholders
• Ensure compliance with accounting standards and regulatory requirements

Audit Management

• Coordinate and manage external audits, ensuring a smooth and efficient audit process
• Implement recommendations from audits to enhance financial controls and processes

Team Leadership

• Provide mentorship and leadership to the finance team, fostering a culture of excellence and continuous improvement
• Conduct performance evaluations and identify opportunities for professional development

Ad Hoc Analysis and Project

• Undertake special financial analysis projects as required by senior management
• Provide insights and recommendations for strategic initiatives and business development opportunities

Annual Bonus Scheme

Company pension

25 days holiday plus bank holidays

Should the above seem like the perfect opportunity for you then apply now!

HB – Accounts Senior

Our client, is an award-winning firm of accountants with offices in Sale and Warrington. They have been working with clients from a range of business sectors for over twenty years and are looking for an experienced Accounts Senior to join an existing team.

Job Duties

Preparing VAT returns

Preparing accounts from start to finish

Responsible for helping clients with any queries

Manage own client base

Assist with audits on occasion

The Successful Candidate

Some form of professional qualification or in the process of achieving one

Have at least 3 years’ experience in practice

Experience with Iris, Sage & Xero

Excellent communication skills both written and verbally

What’s On Offer

Salary: up to £40,000 DOE

Hours: 4.5 day week worked (7.75 hours Monday – Thursday, 4 hours on a Friday)

Study packages available if necessary

Hybrid working, 2 days at home 3 in the office after 3-month probation

28 days including bank holidays, + 3 additional days over Christmas

Birthday off after 12 months of service

ACCOUNTS ASSISTANT
BIRCHWOOD
£30,000

KPI Finance are working exclusively with a Birchwood based client, for the recruitment of an accounts assistant. My client is a modern business, with excellent potential of career development for the right candidate. Initially, you will work on a 6 month FTC, however permanent opportunities are available!

Duties will include:

• Responsible for daily posting of all bank transactions on Quick Books and monthly reconciliations of bank accounts, credit cards, PayPal, Go Cardless, Stripe portals
• Post up Amex bill items each month and reconcile to the Amex balance
• Managing purchase invoices, collating, downloading and posting invoices each week, ready for Thursday BACS run
• Contacting suppliers to obtain any missing invoices for payments made
• Verifying third party VAT registration status using search database
• Ensuring supplier details are fully entered into the company accounting software system
• Carrying out basic analysis of management information as required
• Assisting in the preparation of management accounts
• Investigating accounting queries raised by Credit Control
• Assist with daily reconciliations of the client bank account as per FCA requirements
• Assisting with client money customer payouts and fee transfers
• Overseeing the employee expense claim process
• Inputting the monthly payroll into Quick Books, entering net pay amounts onto Bankline, overseen by Head of Finance
• Submission of the monthly Full Payment Submission (FPS) and Employer Payment Summary (EPS)
• Setting up on Bankline weekly bacs payments

Our client who is a fast paced, modern business within the Financial Services industry are seeking a strong Bookkeeper/Accounts Assistant to support their current team on a 6-month contract with the potential to go permanent. If you are looking for a role that offers variety within a friendly, thriving business then this could be a great opportunity for you

The role will initially be for 6 months with the possibility of perm, with a salary of circa £25-30K per annum.

Responsibilities will include:

• Responsible for daily posting of all bank transactions on Quick Books and monthly reconciliations of bank accounts, credit cards, PayPal, Go Cardless, Stripe portals
• Post up Amex bill items each month and reconcile to the Amex balance
• Managing purchase invoices, collating, downloading and posting invoices each week, ready for Thursday BACS run
• Contacting suppliers to obtain any missing invoices for payments made
• Verifying third party VAT registration status using search database
• Ensuring supplier details are fully entered into the company accounting software system
• Carrying out basic analysis of management information as required
• Assisting in the preparation of management accounts
• Investigating accounting queries raised by Credit Control
• Assist with daily reconciliations of the client bank account as per FCA requirements
• Assisting with client money customer payouts and fee transfers
• Overseeing the employee expense claim process
• Inputting the monthly payroll into Quick Books, entering net pay amounts onto Bankline, overseen by Head of Finance
• Submission of the monthly Full Payment Submission (FPS) and Employer Payment Summary (EPS)
• Setting up on Bankline weekly bacs payments

Position: Audit Senior

Location: Hale – WA14

Salary: £35k - £39k DOE

Currently working with a well-respected accountancy practice who are currently looking for an experienced Audit Senior with an accountancy practice background, working for their offices in Hale.

Duties will include:

• Executing complete audits from the planning stage through to completion for our diverse client base

• Leading the on-site audit team to deliver high quality and efficient audits.

 • Building long-lasting relationships with clients by acting as a main point of contact throughout the audit field work.

The successful candidate must be ACA/ACCA part qualified, or qualified, with previous experience in external audit

A collaborative, motivated and proactive approach to work

Motivated by a fast paced and progressive environment

Excellent communication skills, allowing you to cultivate strong relationships with clients and colleagues

ACCOUNTS ASSISTANT
£29,000 DOE 
BIRCHWOOD

KPI Finance, are supporting a prestigious client in Birchwood, for the recruitment of an accounts assistant. Supporting the Senior Manager and the existing team, you will be working in this varied position, where you will be responsible for;

• Purchase ledger duties
• Sub-contractor accounts
• Providing additional support to the team 
• Process all purchase invoices
• Obtain approval for payment from the Finance Manager 
• Supplier statement reconciliations
• Payment runs on a monthly basis
• Ensuring all supplier invoices are uploaded
• Dealing with supplier queries over the phone and via email
• Verify all sub-contractors in line with Construction Industry Scheme (CIS) standards
• Manage monthly CIS returns
• Supporting the Senior Management team with ad hoc accounting and finance duties

The successful candidate will be; 

• Well organised
• Computer literate
• Strong customer service skills
• Team player
• AAT qualified

Benefits

• Contributory pension
• Life cover
• Bonus
• Hybrid