Finance Assistant

Location: Hybrid Wilmslow 3 days in office

Citation Group is a collective of businesses dedicated to supporting small and medium-sized enterprises across a range of essential services. We understand that managing a business involves balancing multiple priorities – from maintaining customer satisfaction and regulatory compliance to developing teams and achieving sustainable growth. Our mission is to ease these pressures by providing expertise, guidance, and solutions that enable business leaders to focus on strategic success. From HR and Health & Safety to Cybersecurity, E-Learning, and ISO compliance, we’ve got you covered.

We are a high-growth, fast-paced organisation with ambitious plans for the future. Backed by Private Equity, we acquire 6–8 businesses each year and consistently achieve double-digit year-YOY. Our strategy combines both organic expansion and strategic acquisitions. As we grow, we are committed to providing opportunities for our people to grow alongside us, developing their careers in step with the business.

We now have an exciting vacancy within our Group Finance Team the main purpose of the role is to provide an accurate and timely accounts administration function with an emphasis on client-focused service and a flexible approach to meeting the dynamic needs of the business.

The Role

• Assist with day-to-day financial transactions and record-keeping
• Monitor and respond to accounts inbox, answering queries within agreed SLA’s.
• Bank/credit cards transactions and cash book reconciliations
• Billing preparation – collecting monthly figures, invoice preparations, monitoring contracts agreements, billing schedules maintenance
• Process purchase invoices
• Managing a shared inbox
• Processing of month-end journals as required
• Assist in month end closing process (i.e. cost analysis by ledger account)

Knowledge and skills desired:

• Previous experience in day to day finance transactions, desirable.
• Ability to work independently and collaboratively, managing multiple deadlines across different disciplines
• Accuracy and attention to detail
• The ability to act on own initiative as well as being a team player
• Desired but not essential, Use of financial software (preferably Xero) with strong knowledge of Microsoft Excel
• Eager to learn and absorb information from the team and other departments, contribute own viewpoint/opinion

Healthcare cash plan: Your well-being is our priority. That’s why we offer private healthcare to ensure your peace of mind and keep you feeling your best.