AAT Finance Operations Assistant
Prime Medica Ltd · Knutsford
Purpose of the role The Finance Operations Assistant plays a key role in ensuring the smooth operation of the company’s invoicing and accounts receivable processes. This position ensures timely and accurate billing, effective debtor management, and the integrity of customer and project data within the project management system (CMAP). The role also involves regular communication with internal teams and external customers to resolve queries and maintain positive financial relationships.
Invoicing & Billing
• Issue sales invoices on scheduled dates or upon completion of project milestones, in line with contractual terms.
• Upload sales invoices to customer portals accurately and in a timely manner.
• Liaise with internal client service teams to resolve invoicing discrepancies or queries.
• Support the resolution of client invoice queries, building confidence in liaising directly with clients as experience develops.
• Ensure purchase order/s have been obtained in advance of invoicing, and the balance is always sufficient to cover expected future invoice values
Accounts Receivable & Debtors Management
• Monitor customer payments to ensure they are received on time.
• Support the monitoring and follow-up of overdue customer payments, developing responsibility for debtor management as experience grows.
• Respond promptly and professionally to customer payment queries.
Data Integrity & System Management
• Maintain accurate and up-to-date customer and project information in the CMAP project management system.
• Ensure timely setup of new users and projects in CMAP in line with business workflows.
Communication & Collaboration
• Work closely with internal stakeholders, including client service teams and the finance team, to ensure alignment and smooth financial operations.
• Provide support to the Finance Manager with reporting and administrative tasks as required.
Perks & benefits
Skills required
• Previous work experience is essential, ideally gained within an office or finance environment. Experience or exposure to finance, accounts receivable, invoicing or credit control would be advantageous.
• Strong attention to detail and commitment to data accuracy.
• Excellent communication and interpersonal skills.
• Confidence working with numbers and an interest in developing knowledge of invoicing, accounts receivable and wider finance operations.
• Ability to manage multiple tasks and prioritise effectively under deadlines.
• Good general IT skills, with a willingness to develop proficiency in Microsoft Excel and business systems such as CMAP.
Qualifications required
GCSE Mathematics at Grade 4/C or above
Training you'll get
This apprenticeship is a perfect match for someone without any accountancy or bookkeeping knowledge. On this programme they will learn the building blocks of the modern accountant. Not only will they grasp the fundamentals of bookkeeping, but we will help them develop those vital skills and behaviours to enable them to put their knowledge into action.
If you’re new to accountancy and finance, looking to change your career into accountancy or have previously worked in an accounts department this level is ideal for you. You don’t need any prior experience working in accounts to study AAT Level 2 Certificate in Accounting. There are no entry requirements, but you do need good maths, IT and English skills, and a willingness to learn.
You’ll learn a broad range of core accounting skills, including double-entry bookkeeping and basic costing as well as accountancy related business skills and personal skills.
You must successfully complete the following:
Introduction to Bookkeeping (ITBK)
Principles of Bookkeeping Control (POBC)
Principles of Costing (PCTN)
Business Environment (BESY)
Future prospects
Fixed term contract – 2 years (Potential opportunity to move to a permanent contract after 12 months, subject to business requirements and individual performance).
The essentials
Hours, commitment and the dates that matter.
Training provider
Delivers the training for this role and manages your application.
