Finance Assistant

SUMMARY:
Looking for your next step in finance administration?

A busy, fast-moving company in the Southern Suburbs is on the lookout for a capable Finance Assistant who thrives on managing large volumes of sales orders with precision. With around 2–3 years of relevant experience, you’ll bring a solid understanding of commercial processes and a sharp eye for detail.

In this role, you’ll be part of an energetic team where efficiency and accuracy are key. If you enjoy working to tight deadlines and take pride in producing high-quality work, this could be a great fit for you.

POSITION INFO:
REQUIREMENTS

• A minimum of 2-3 years’ experience in a similar role
• Relevant finance or accounting qualification/ certification would be advantageous
• Understanding of accounting principles
• Proven hands-on experience processing high volume sales orders
• Intermediate level skills in Microsoft 365
• Quantifiable experience with ERP systems and recognised accounting systems
• Previous debtors processing experience is desirable
• Good numerical skills
• Good written and spoken skills in English
• High degree of confidentiality and professionalism

• Retrieve customer purchase orders from the ERP system for sales order processing
• Assign the appropriate supplier to each customer purchase order
• Request and obtain revised CPOs where discrepancies arise between the CPO and sales order 
• Apply the correct foreign exchange rates
• Capture and process sales orders
• Convert sales orders into order confirmations
• Generate invoices for all customer deliveries
• Monitor customer credit limits and manage any breaches
• Conduct credit checks and obtain bank code reports for all new credit applications
• Record daily receipts and follow up on overdue accounts
• Respond to and resolve queries related to outstanding invoices
• Reconcile manual deliveries against issued invoices
• Confirm FEC rates prior to invoicing
• Run and review monthly statements, ensuring all invoices are accurate before distribution to customers
• Provide invoice copies and proof of delivery upon request
• Prepare documentation for legal handover of long-outstanding accounts in consultation with the FM/FD
• Maintain and update accounts receivable records
• Process and manage current accounts
• Support statutory submissions and audit requirements
• Perform monthly reconciliations, clear control accounts, and post month-end journals
• Assist with EMP201 and VAT201 submissions
• Maintain organised filing of financial records and correspondence
• Identify opportunities to improve efficiency and reduce costs within processes
• Contribute to continuous improvement initiatives and business projects