Bookkeeper Administrator
Job Title: Bookkeeper Administrator
Location: Stratford-upon-Avon Area, Warwickshire
Reports to: Accounting Manager
Purpose of the Role:
The Bookkeeper Administrator plays a key supporting role within the Accounts Department, ensuring accuracy in day-to-day transactional finance and smooth coordination of administrative activities. This role supports the Accounting Manager and liaises with Facilities Maintenance Contractors to uphold operational continuity. The post-holder will also contribute to the business's digital transformation initiatives by supporting process improvements, system data accuracy, and platform consistency.
Ideally we are looking for someone with automotive and / or parts / inventory experience.
Key Responsibilities
Bookkeeping & Finance Administration
- Enter and reconcile daily financial transactions, including supplier invoices, receipts, and payments.
- Maintain accurate records in Zoho Books (or equivalent), ensuring up-to-date bank reconciliation and ledger accuracy.
- Assist in payroll preparation and expense tracking.
- Monitor and maintain supplier account information and payment schedules.
- Support the Accounting Manager with month-end and year-end close processes.
Administrative & Facilities Support
- Oversee general office administration, including document control, supplier communications, and internal coordination.
- Track and maintain staff holiday, sickness, and leave records.
- Support onboarding and offboarding paperwork for staff, in liaison with HR.
- Coordinate with Facilities Maintenance Contractors to ensure timely upkeep of premises, including arranging access, recording service schedules, and raising purchase orders.
Digital Transformation Support
- Ensure consistent data input practices across finance systems to support integration with Zoho CRM, Zoho Books, and Zoho Inventory.
- Assist with system updates, digital record keeping, and accuracy reviews to ensure data integrity as part of wider business digitisation goals.
- Participate in testing, feedback, and documentation for new or updated digital tools.
General Support
- Provide ad hoc administrative support to the Accounting Manager, Facilities team, and other departments as required.
- Maintain confidentiality and comply with data protection protocols at all times.
Qualifications and Experience
Essential:
- AAT Level 2 or 3 qualification, or equivalent experience in a bookkeeping/admin role.
- Proficiency with bookkeeping software (e.g. Zoho Books, Xero, QuickBooks).
- Strong Microsoft Office skills, particularly Excel and Word.
- At least 1-2 years of experience in a similar SME environment.
Desirable:
- Experience working with cloud-based systems in a digitally progressive business.
- Familiarity with Zoho Inventory and CRM platforms.
- Understanding of basic HR administration practices.
Person Specification
Qualifications
AAT Level 2/3 or equivalent
HR admin training or system experience - desirable
Experience
Bookkeeping and general admin (1-2 yrs)
SME finance or facilities coordination
Technical Skills
Zoho Books/Xero, Excel, Word
Zoho CRM/Inventory
Personal Attributes
Organised, reliable, detail-focused
Proactive, adaptable, digitally minded
Working Conditions
- Hours: Full-time, Monday to Friday.
- Location: Office-based
Job Type: Full-time, Permanent
- Company pension
- On-site parking
- Private medical insurance
Schedule: Monday to Friday
Experience:
- bookkeeping: 3 years (required)
Work Location: In person