Finance and Insights Assistant Apprentice

Are you looking to build a long-term career in Data and Finance? Then look no further! Start your career today with a level 3 with Powersheds Limited and Kaplan. You will be dealing with invoices, credit notes and accounts whilst working towards the Data Technician and AAT level 3 qualification.

This is not a standard finance role. We are looking for a high-potential, ambitious individual who is excited by data, systems and commercial insight and who wants to build a long-term career in a modern, forward-thinking finance function.
In this role, you will:

• Join a high-performing Finance team at the heart of a fast-growing, multi-million-pound business
• Study towards a well-recognised data and or finance qualification with one of the UK’s leading apprenticeship training providers, fully supported by the business
• Apply what you learn in real time, bringing a data-led, analytical mindset to improve reporting, processes and decision-making
• Gain exposure to how a rapidly scaling organisation truly operates across commercial, operational and strategic areas
• Develop into a commercially astute finance professional with clear long-term progression opportunities
• The primary purpose of this role is to provide data-led insight and high-quality operational support to the Finance team, helping to drive smarter, faster decision-making across the business
• You will play a key role in transforming how Finance works, developing dashboards, improving reporting, automating processes and supporting the rollout of new systems
• Alongside this, you will provide administrative and financial support across the business, including document management, data input and coordination activities, ensuring information flows smoothly and accurately between teams
• This is an ideal opportunity for someone who enjoys working with data, systems and technology, and who wants to build a long-term career in a progressive, digitally-driven finance function

Key responsibilities of this role include:

• Support the preparation of monthly management accounts and flash reporting, using data to identify trends
• Maintain accurate financial records and perform daily finance processes including receipts, payments, journals and invoice processing
• Ensure supplier and customer invoices are authorised and processed in line with agreed controls and procedures
• Manage the opening of new ledger and customer accounts in line with approved processes, credit limits and payment terms
• Carry out debtor-chasing activities and report progress to management
• Complete month-end procedures in line with strict group deadlines
• Prepare, review and submit quarterly VAT returns
• Perform daily bank and credit card reconciliations
• Process weekly and monthly payment runs
• Resolve finance queries promptly with suppliers, customers and internal stakeholders
• Reconcile supplier invoices and statements
• Maintain well-organised, complete and secure accounting records
• Assist with the production of monthly KPIs and operational performance reporting for senior management
• Communicate professionally with key stakeholders via email and telephone
• Support the implementation of a new ERP system (Sage 200), including testing, data migration, controls and training
• Help maintain the integrity, accuracy and structure of Sage 200 following go-live
• Through your data qualification, develop, maintain and continuously enhance dashboards and reports using tools such as Nectari, Power BI, Excel and SQL to deliver actionable insight across the business
• Help identify opportunities for automation, robotics and process improvement through macros, AI and workflow tools as part of your professional studies and development
• Provide support to other departments during peak periods including HR, customer service and purchasing
• Provide administrative support across the wider business where required, including collating and distributing documents, uploading files, scanning, printing and data input
• Carry out any other duties required to ensure the smooth running of the Finance function, particularly around month-end and year-end
• Ensure company policies and procedures are followed, particularly in relation to confidentiality, Health and Safety and Equal Opportunities

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Problem solving skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Initiative

• Basic Maths GCSE or equivalent, grade 9/A* - 4/C (Essential)
• Standard English GCSE or equivalent, grade 9/A* - 4/C (Essential)
• Any A Level or equivalent, grade A-C (Essential)