Finance Coordinator
As our Finance Coordinator, you’ll play a key role in keeping our financial engine running smoothly. You’ll be responsible for maintaining accurate bookkeeping across our UK and US entities, managing our financial systems, ensuring clients are invoiced correctly and on time, and helping to keep everything in sync between platforms.
This role requires someone who cares deeply about accuracy, is comfortable juggling multiple tools, and is proactive in raising flags when something doesn’t look quite right. You’ll have ownership of your day-to-day workflows, with support from our Finance Manager, and will play a critical part in maintaining the financial hygiene of a growing international consultancy firm.
Together, we're not just growing a company; we're nurturing a community of professionals passionate about technology and who take pride in their craft.
Responsibilities and Duties:
Bookkeeping & Data Management
Maintain accurate financial records in Xero for both UK and US entities.
Pull relevant project data from Kantata (our PSA tool) into Xero and ensure consistency across platforms.
Reconcile transactions and flag inconsistencies for review.
Client Invoicing
Raise invoices via Kantata based on project data and schedules.
Send invoices to clients directly and follow up on any overdue payments.
Maintain a clear record of invoice status and escalate issues as needed.
Expense & Corporate Card Management
Review, process, and reconcile employee expenses.
Manage and track transactions on the company’s Amex card, ensuring all spending is accounted for and documented appropriately.
Ensure VAT receipts are collected and stored for relevant expenses.
Financial Coordination
Support the Finance Manager with month-end reporting and reconciliations.
Provide data and documentation for audit or compliance processes as needed.
Assist in maintaining clean and organised financial files and documentation.
Engage with consultants to understand and accommodate their needs during sickness and absence, providing resources and support as necessary.
Requirements
Requirements & Experience:
Prior experience in a finance assistant/bookkeeping role, ideally in a scaling or SME environment.
Proficiency in Xero is essential
Familiarity with Excel and Outlook is required.
Comfortable learning new tools—training on Kantata (PSA tool) will be provided.
Able to work independently, manage time effectively, and flag issues proactively.
Experience communicating professionally with clients regarding invoicing and payments.
What We’re Looking For:
Strong attention to detail and pride in producing accurate work.
Comfortable working in a remote team and proactively communicating.
Empathetic, collaborative, and operates with high integrity.
Calm under pressure and able to manage competing priorities competently.
A continuous improvement mindset- you look for ways to make processes smoother, faster, and more reliable.
Benefits
Part time role- 25 hours a month.
This role is aimed for someone who can balance part time hours with existing commitments, the hours of work can be outside of normal working hours if required.