Basic Information

Territory Ashby De La Zouch

Job ID 16231


Company: Ashfield Engage

Position: Finance Executive

Location: Ashby De La Zouch

Vacancy Type: Permanent

Salary: Competitive

Ashfield is currently recruiting for a Finance Executive to join the Operational Finance Team. The ideal candidate should be studying towards or be AAT Level 3 qualified. This role involves providing finance support to sales, nurse teams and head office employees.

Key Responsibilities: 

  • Responsible for looking after the finance function for allocated project/sales teams including:
  • Raising sales fee invoices/credit notes, pass through invoices and bonus invoices to clients
  • Balancing pass through revenue to cost for allocated projects monthly Reconciling accrued and deferred income for allocated projects monthly
  • Processing employee expenses (involves various sub-tasks) and logging on to relevant systems (Concur)
  • Providing feedback to Project managers on any financial issues/successes
  • Issuing financial reports for project managers including the tracking and monitoring of corporate card arrears
  • Project and contract billing setups within the system
  • Monthly P&L meetings with Project managers highlighting current and YTD project margins
  • To deal with telephone enquiries from clients, staff and external suppliers
  • Balance sheet reconciliations including expense control and other debtors
  • General ledger journals and project adjustments
  • Preparing and posting monthly expense accruals
  • Sales, Purchase and General Ledger bank posting
  • Liaise with bank regarding payments/receipts and transfers
  • Prepare fleet retention payments to be sent out as required
  • Prepare the monthly bonus load for the Finance Director
  • Monthly bonus journal and revenue adjustments
  • Initiate expenses payment within agreed timelines using Concur Pay
  • Issuing and cancelling corporate cards and cash floats
  • ‘Paid Directs’; ensuring payments are made (as requested by field staff) direct from the company so there is no breach of ABPI rules
  • Attending and contributing to team meetings

Essential Skills

  • Studying towards or Level 3 AAT qualified
  • Minimum of one years’ experience of finance services


Ashfield is a fast-paced place to work where you will be highly valued. We’ll give you all the support, training and encouragement you need to deliver first-class results for our clients. With an international reach and great support, the opportunities here are wide and diverse. 

It’s our people that have made us successful, and we are committed to our values.

Quality, Partnership, Ingenuity, Expertise and Energy.

Ashfield Engage UK is an equal opportunity employer. Employment at Ashfield Engage will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of gender, sexual orientation, marital or civil partner status, gender reassignment, race, religion or belief, nationality, ethnic or national origin, disability, age, pregnancy.

Please note if you have not heard from a member of the recruitment department within 7 days your application has been unsuccessful at this stage.

Thank you for your interest in Ashfield.