Finance Associate


  • Permanent
  • Marlow, Buckinghamshire
  • Salary: £35000 - £40000 per annum + benefits
  • REF: 3322
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Our client is a dynamic and innovative private equity company based in Marlow. They invest in a diverse portfolio of other like minded start ups and due to growth they’re looking for an ambitious, confident and driven Finance Associate to join their team.

The successful candidate will play a crucial role in ensuring the smooth financial operations for our client’s portfolio as well as for our client itself.

This role will be the first hire into a growing finance department and will be an excellent opportunity for an enthusiastic and talented finance individual to take ownership of, lead and eventually grow the critical finance function with support from the inspirational and highly experienced CEO.

This role is working in the office Mon to Thurs and from home on Fridays. Salary is £35k – £40k plus benefits and superb career development.

All the benefits of a “city style” role without the commute!

Key Responsibilities

  • Raising invoices & credits, send client statements
  • Managing credit control
  • Completing supplier payment runs
  • Cashflow management
  • Processing expenses for both our company founders, and those of our clients
  • Managing & processing client payrolls
  • Liaising with accountants on quarterly VAT returns, Management Accounts, Statutory Accounts and dividend calculations
  • Be responsible for the month-end close process
  • Sales reconciliation and Bank reconciliation
  • Month end journals including Accruals/Prepayment, salary, commission and corp tax
  • P&L Collation
  • Creation of Board Packs Preparing weekly reports for action by the clients including Aged Debt and AP reports
  • Assist in the creation of annual budgets liaising directly with the clients
  • Assist in the creation of a financial plans for New Prospects
  • Working closely with internal teams, providing ad hoc reporting to allow management to make effective strategic decisions
  • Act as a point of contact for our start-up clients, addressing their financial needs and queries
  • Participate in client meetings where appropriate

Qualifications and Requirements

  • A minimum of 2 years experience in a finance role, preferably managing multiple clients
  • An understanding of accounting principals, and experience with month end processing, management accounts and financial reporting
  • Proficiency in financial software and tools (e.g., Xero, Microsoft Excel, Float)
  • Strong attention to detail and accuracy in financial data management and record-keeping
  • Excellent organisational, multitasking, and time management skills
  • Effective communication skills, both written and verbal, with a customer-focused approach

Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days.

As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.

Consultant Details

Lucy Cameron

Principal Consultant