Role Description
Our client is seeking a Financial Administrator/Bookkeeper with a strong foundation in UK accounting practices to take ownership of the day-to-day financial operations, reporting, and forecasting, while also uplifting and improving existing systems and processes. This role will be working closely with the Directors, primarily reporting to the Operations & Strategy Director, and will play a key role in improving financial hygiene and cash flow visibility.
Responsibilities
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A. Sales Ledger & Revenue Assurance
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Attend weekly pipeline meetings to stay aware of deal flow and work directly with individual Sales and Consulting leads to extract specific billing details.
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Ensure insertion into relevant client email threads to capture PO numbers and billing contacts.
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Maintain accurate data across HubSpot (Sales), QuickBooks (Finance), and cash flow models to prevent revenue double-counting or forecasting errors.
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Monitor payment deadlines, issue reminders, and escalate to the Finance Director only when necessary.
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Set up new client accounts and maintain up-to-date contact details.
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Prepare and present weekly reports on pipeline status, invoicing, and pending POs to directors.
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B. Purchase Ledger & Payment Preparation
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Work with admins to ensure all expenditures are accounted for, chasing missing receipts, and uploading them correctly to AutoEntry.
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Reconcile supplier invoices, batch payments, grade them by urgency, and present clean payment runs for the Finance Director's approval.
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C. Cash Flow, Forecasting & Cost Control
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Collaborate with the Finance Director to maintain cash flow documents, budgets, and forecasts.
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Monitor ledgers to spot erroneous spending, unused subscriptions, or overspending, and flag these for action.
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Daily reconciliation of bank feeds to ensure real-time accuracy.
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Contribute to modelling and projections, ensuring directors receive timely and actionable insights.
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D. Reporting & Month-End Support
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Handle journals, accruals, and prepayments to prepare accounts for accountant's review.
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Generate standard financial reports, including Aged Debtors and P&L snapshots.
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Maintain a pristine digital filing system for audit trails.
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E. Process Improvement & Strategic Contribution
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Identify gaps and inefficiencies in existing systems and implement improvements.
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Streamline reporting, forecasting, and billing processes to enhance financial hygiene.
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Take ownership of financial administration tasks to give directors confidence and trust in reporting accuracy.
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Identifies trends, inefficiencies, and opportunities for improvement beyond simply recording numbers.
Qualifications
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At least 5 years of experience in financial administration, bookkeeping, or related finance roles.
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Strong understanding of UK/British accounting practices is required.
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Experience in a consulting firm/consultancy environment is preferred.
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Proven experience in financial modelling, forecasting, and budgeting.
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Proficiency with Excel and accounting software such as QuickBooks and AutoEntry.
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Proficiency with HubSpot or similar CRM systems is highly preferred.
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Proven ability to manage multiple stakeholders, including directors, consultants, and clients.
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Excellent written and verbal communication skills.
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Highly organised, detail-oriented, and able to work independently.
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Confident, proactive, and able to take initiative in an evolving, senior role.
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Demonstrated ability to identify and implement process improvements in financial operations.
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With "Finisher Mindset", delivers work that is accurate, graded, and ready for immediate execution, allowing directors to focus on strategy.
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Comfortable working across multiple platforms and understanding how they integrate.
Requirements
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Strong understanding of UK/British accounting practices is required.
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Proficiency with Excel and accounting software such as QuickBooks and AutoEntry.
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Proficiency with HubSpot or similar CRM systems is highly preferred.
Benefits
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Full-time and 100% remote work.
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Compensation range: USD 1,500 - 1,800/month.