Finance & Operations Assistant

We are seeking a Finance & Operations Assistant to support our Finance and Operations teams while developing a long-term career in finance, business administration and operations.

This role provides practical experience across financial administration, office management and business operations. The successful candidate will support day-to-day financial processing, operational administration and business support activities while developing professional skills and commercial experience in a growing technology business.

This role offers a structured development path into Finance, Business Operations or Management Accounting roles.

The team you'll be a part of

Founded in 2017, Valto combine deep Microsoft expertise with a practical understanding of business operations, helping organisations turn technology investments into measurable outcomes. Whether we're implementing new platforms, modernising legacy systems, building AI solutions, or delivering ongoing managed services, our focus is always on solving business challenges and creating long-term value.

Our team works alongside organisations of all sizes, providing strategic guidance, technical expertise, and ongoing support across the entire Microsoft technology stack.

• Assist in processing accounts payable and accounts receivable transactions, ensuring timely and accurate payments and collections.
• Help with the preparation of monthly, quarterly, and annual financial reports.
• Perform bank reconciliations and assist in managing cash flow.
• Assist in maintaining accurate financial records and supporting documentation for audits.
• Process expense reports and ensure adherence to company policies and guidelines.
• Manage petty cash and record all transactions accordingly.
• Support the Finance Manager with budgeting and forecasting activities.
• Prepare invoices and track overdue accounts.
• Monitor and reconcile company credit card transactions.
• Assist with VAT returns, tax filings, and other statutory reporting.
• Assist with office administration

• Manage the office reception area and welcome visitors, customers and suppliers.
• Coordinate meeting room bookings, visitor arrangements and refreshments.
• Maintain office supplies, stationery, kitchen consumables and office equipment.
• Coordinate travel, accommodation and company event bookings.
• Manage incoming post, deliveries and courier collections.
• Support onboarding and offboarding administration for employees.
• Assist with DBS checks, supplier onboarding and compliance administration.
• Maintain health and safety records, training records and compliance documentation.
• Coordinate office maintenance, contractor visits and facilities services.
• Support PAT testing, fire safety checks and other office compliance activities.
• Monitor shared administration inboxes and route enquiries appropriately.
• Support office improvement projects and continuous improvement initiatives.
• Maintain company policies, controlled documents and administrative records within SharePoint and Microsoft 365.
• Ensure all on/offboarding tasks are completed and up to date.
• Manage Health and Safety and Fire regulatory obligations.
• Coordinate Company Social Events.

Key requirements:

• Proficient in Microsoft Office, particularly Excel; familiarity with accounting software (Xero) is a plus.
• Strong attention to detail and ability to handle sensitive financial information with confidentiality.
• Excellent organisational and time management skills.
• Strong communication skills, both written and verbal.
• Ability to work independently as well as part of a team.
• A proactive and positive attitude toward problem-solving.

Qualifications:

• Degree in Finance, Accounting, Business Management, Economics or a related discipline.
• Strong A-Level or equivalent academic background.
• AAT qualification or willingness to study towards AAT is desirable.

Our values

Driven by ambition, grounded in partnership, defined by excellence and powered by innovation. These are the values that set Valto apart.

• Our mindset:
  We challenge ourselves to grow, push boundaries and be the best we can be. Raising our own bar is what keeps our clients ahead of theirs.
• Our people:
  We build lasting relationships with our clients and each other. Showing up for the long term and never walking away when the work gets hard.
• Our standards:
  We hold ourselves to the highest standards in everything we do. We are constantly learning and…