Accounts/Finance Assistant – Level 2

In Short

The broad purpose of the occupation is to carry out accounting and finance tasks. These tasks support the creation of items such as financial statements and other data. Their work is carried out under supervision following set procedures for most tasks. Such tasks may include financial data entry, reconciling figures, trial balances, double-entry bookkeeping, handling accounts payable and receivable.

An Accounts or Finance Assistant is an integral part of the team responsible for maintaining an efficient and accurate finance function within an organisation.

The Accounts or Finance Assistant is responsible for assisting accountants with routine duties. These can vary depending on the team structure and size of business. They use digital finance and accounting systems and tools to collate and enter data. An accounts or finance assistant’s work would include tasks such as financial and accounting data entry and basic bookkeeping duties. They will also work with sales or purchase ledgers. They will run calculations to ensure that records and payments are correct and may be involved in the recording of cash transactions.

In their daily work, an Accounts or Finance Assistant interacts with a wide range of internal and external stakeholders. This could include junior colleagues, supervisors, senior managers, clients and customers, suppliers, lenders and government agencies.

An Accounts or Finance Assistant will gather and input financial data and check that work for errors. They work under supervision to contribute towards the creation of accurate financial statements and data to help the organisation run effectively.

Why study with us?

We offer an exceptional range of courses all designed to prepare you for success in a rapidly changing world. Our dedicated staff will support and challenge you to achieve more than you imagined, helping you build the skills, knowledge, and mindset to thrive. 

Ofsted has recognised us as a ‘Good’ college, celebrating the strength of our teaching and our commitment to preparing students for the future. Through our close partnerships with local employers and industries, you’ll gain real-world experience and insights that make you ready for both today’s opportunities and tomorrow’s challenges.