Are you ready to become a Bean-counting Superhero?
Are you ready to grow your skills and experience?
Are you ready to show the world just how powerful good accountancy is?
Do you have superpower can you bring to the team?
The bat-signal has been lit – now is your time.
Ok… superhero puns aside, we really wanted to grab your attention whilst also revealing a part of our personality. At the end of the day we are a team of accountants
– but so much more modern and fun that the stereotype you might imagine.
When you join Finance Box, you become part of the team. You join a team that cares passionately about you and your growth, as well as getting support to help you to define and achieve your personal goals.
You will be part of a team that cares passionately for its clients. You will have the choice to work flexibly, as we have a flexible model, allowing our team to work both remotely and in the office – all whilst striving to maintain a sense of community and support amongst the team. We would suggest that this role would be best performed as 3 out of 5 days a week in the office on average.
You will work with amazing and lovely clients, wonderful people with brilliant businesses who push to achieve their personal and business goals. We are discerning about who we work with as clients; we don't just work with everybody.
You will receive regular training, and you’ll be given time and support to ensure that you are comfortable with your daily tasks. You will be part of an organisation that is always looking for a more efficient way of working, innovating, and challenging the way that we do things. Your ideas will be valued, we will listen to you! We don’t know everything and everyone superpower is unique.
What will you receive by working at Finance Box?
Full time salary will be starting at £23,000 per annum, based on full-time position and experience.
We offer 20 days holiday, plus the 8 days bank holidays. We also offer a day of extra holiday for your birthday as unquestioned, automatically approved time off. As long as we have cover in place, we are a flexible company allowing our team to take holiday when they need it - this mean that you can work on a bank holiday and instead take a day off another time. Why not... you choose when you work!
The opportunity in the team is full time (Monday-Friday) to be the support our clients need.
We'll contribute to your pension scheme at 3%.
We organise team events at least twice a year, to get together and get to know each other better on a personal level. Some previous events have been BBQs, games day, dinners.
For all this, we’ll need some work to be done in return. Here’s what we currently need your support with. You will:

• Report to a management accountant to support the client relationship
• Manage a portfolio of clients across different sectors of different sizes
• Maintain a client owned email inbox to process new data into platforms such as Xero
• Assist in the preparation of weekly payment runs and reports
• Reconcile bank accounts
• Process sales
• CRM maintenance to ensure data is relevant, up to date and reliable.
• Client onboarding support
• Team support for routine admin tasks to support client requirements.
• You will have the ability to communicate effectively and confidently at varying levels with our clients.
• Admin – ad-hoc and general administration assistance as needed from time to time by clients

The majority of the above would be routine work and would be making use of workflows, automations and templates already tried and tested within the team.
Platforms you will be using;
At Finance Box we believe that every superhero needs a sidekick – and our sidekicks are the apps we use in our processes. We use many apps, but mainly the following;

• Microsoft Office
• mac OS
• Xero
• Hubdoc
• Approval Max
• Pleo
• Senta
• Fathom
• Slack

You will be given training on these, but knowledge of these before you start with us would be advantageous.
As accountants – we use Microsoft Excel a lot. Knowledge of a range of formulas will be expected.
About Finance Box
Accounting is our superpower…
15 talented employees currently make up the Finance Box team across 2 office locations. We’ve been in operation for 7+ years with a portfolio of over 100 active clients across many locations, sectors and industries. We pride ourselves on being experts in our field and have a number of certifications that evidence we have the authority to deliver what we preach.
We even have our own robot :-)
Job Types: Full-time, Permanent
Pay: £24,000.00 per year
Additional pay:

• Commission pay

Benefits:

• Casual dress
• Company pension
• Flexitime
• Referral programme
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Licence/Certification:

• Xero Certification (preferred)
• AAT status or certification (preferred)

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in London
Application deadline: 03/10/2024