Finance Assistant

Birmingham office / Hybrid

Job Summary

In this role, you will provide vital support to our finance department, assisting with various financial tasks and ensuring the smooth operation of our financial processes. Your duties will include purchase ledger, sales ledger, credit control, bank reconciliations, expenses and general office duties.

This is a part-time position in our Accounts Department, Please use Acc23 when making your application.


Job Details

Job Title                               Finance Assistant

Department                        Accounts

Location                               Birmingham/ Hybrid

Hours                                    Part Time

Reference                          Acc23


Organisational Arrangements

Reports to                          Financial Controller


Main Tasks

  • Accurately input financial transactions into the WinMan ERP system, such as invoices, and expense reports, ensuring proper coding, documentation, and filing of financial records.
  • Assisting in managing accounts payable functions, including processing vendor invoices, verifying supporting documents, and preparing payments.
  • Monitoring accounts receivable, follow up on outstanding payments, and maintain accurate customer records.
  • Assisting the Financial Controller where necessary with bank reconciliations to ensure accurate recording of transactions. Investigate and resolve any discrepancies or issues identified during the reconciliation process.
  • Reviewing and verifying employee expenses, ensuring compliance with company policies, preparing reimbursement requests and maintaining proper documentation.
  • Assisting with financial audits by preparing documentation and addressing inquiries from auditors. Ensuring compliance with relevant financial regulations and internal policies.
  • Providing general administrative support to the finance department, including filing documents, organizing records, and managing correspondence.
  • Staying up to date with industry trends, regulations, and best practices in finance.

Qualifications, Experience and Personal Attributes


  • Strong attention to detail and numerical aptitude.
  • Demonstrates diligence and accuracy in tasks.
  • Solid analytical and problem-solving skills.
  • Excellent organisational and time management abilities.
  • Effective communication skills, both written and verbal.
  • Ability to work collaboratively in a team environment.
  • Demonstrated ability to handle confidential and sensitive information.


  • Degree in accounting, finance or related business courses.
  • Previous experience in finance or accounting roles is desirable.
  • Proficiency in MS Excel and other relevant accounting software


Company Overview

At WinMan we are both the authors and distributors of a highly scalable and class-leading ERP business solution for a broad range of manufacturing, retail, and distribution companies. WinMan is our core product designed to be feature-rich, affordable and configurable. WinMan Cloud is our fully integrated Cloud ERP platform, with a wide-ranging set of features. 

We have an extensive user base in the UK, USA and around the world. 

We pride ourselves on being a great place to work, offering competitive salaries, a generous benefits package and the opportunity for flexible working. 


NOTE:  This job description is not intended to be all-inclusive. Employees may be asked to perform other duties as required to meet the ongoing needs of the organisation.  


If you are interested in developing your ERP career and feel you are a suitable candidate for this role, please apply below with a cover letter and CV.  

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