Accounts Assistant

We strongly encourage applications from people of colour, the LGBTQ+ community, people with disabilities, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds.

If there’s anything we can do to accommodate your specific situation, please let us know.

About Cleo

Most people come to Cleo to do work that matters. Every day, we empower people to build a life beyond their next paycheck, building a beloved AI that enables you to forge your own path toward financial well-being.

Backed by some of the most well-known investors in tech, we’ve reached millions of people to support them throughout their financial lives, from their first paycheck to their first home and beyond. We're hitting headlines too. This year, Forbes named us as one of their Next Billion Dollar Startups, and we were crowned the 'Hottest Tech Scaleup' at the Europas.

Follow us on LinkedIn to keep up to date with new product features and insights from the team.

What you’ll be doing

We’re looking for an Accounts Assistant. This key role has come about to due the growth of Cleo and will be part of a finance team that will continue to evolve over the coming years as Cleo expands and comes with opportunities to develop and be exposed to other areas of the wider finance team in the future.

We’re building a world-class, data-driven and tech-focused Finance team. You will be very much hands on and responsible for transactional processes, control of supplier and card payment processes and controls as well as key aspects of month and year end. Strong attention to detail with good analytical skills will be key for success in the role.

The Accounts Assistant is expected to collaborate with colleagues across the wider Finance department, Commercial, Product & support teams to drive forward enhancements to our financial capabilities, reporting and decision making.

Some of the things you'll get involved with:

What you’ll be doing day to day 

• Accounts payable:
• Posting of supplier invoices and transactions
• Reconciling our banks on Xero and responsible for posting bank transactions 
• Preparation of payment run files for review and uploading payments to the bank
• Liaising with suppliers and teams across the business
• Responsible for our invoice approval system / process and continuing to develop this as we scale
• Organising filing of all accounts payable information
• Proactively dealing with queries

• Card expenses:
• Control of all virtual company card expenditure and postings
• Month end reconciliations 
• Looking for new incentives to streamline processes 
• Other support:
• Being one of the first points of contact for Finance 
• Assisting with budgeting and cashflow
• Work on 3rd party reconciliations 
• Dealing with the finance email account and answering queries in a timely and friendly manner
• Other ad hoc projects including supporting the team with year-end audit, fundraising rounds and maintaining robust controls and processes

What are we looking for?

• Minimum of 2 years experience in a similar role
• You’re hardworking, reliable and well organised
• You have experience working for a start-up/scale-up, or have clear rationale for why you’re excited to have an impact in one
• You’re proactive - you can't see a big problem without wanting to solve it
• Basic/Intermediate Microsoft Excel and Google Sheets skills (would consider someone with basic functionality for sums and functions etc.)
• Attention to detail with self-reviews is a must to ensure the accuracy of work. 
• You're an approachable, friendly, sociable person who works well in a team environment and enjoys communicating with people across the company including Exec members.
• Previous experience with Xero would be preferred

Nice to have:

• A passion or previous experience in the Fintech sector

What do you get for all your hard work?

• A competitive compensation package £25,382 - £35,786 base + equity). You can view our public progression framework and salary bandings here: https://cleo-ai.progressionapp.com/
• Work at one of the fastest-growing tech startups, backed by top VC firms, Sofina, Balderton & EQT Ventures
• A clear progression plan. We want you to keep growing. That means trying new things, leading others, challenging the status quo and owning your impact. Always with our complete support.
• Flexibility: We can’t fight for the world’s financial health if we’re not healthy ourselves. We work with everyone to make sure they have the balance they need to do their best work.
• Hybrid-first: Join our hybrid-first team, where we blend the best of both remote and in-office work. We expect our team members to be in our London office 1-2 times a week. On Thursdays, we buy you lunch but you can come in whichever days work best! We can consider fully-remote candidates for SE4 level - for our remote employees we'll cover your travel to the London office every term (every four months).
• Other benefits;
  • • Check out our new benefits package here: https://web.meetcleo.com/blog/big-benefits-energy-the-latest-cleo-employee-benefits
    • 25 days annual leave a year + public holidays (+ an additional day for every year you spend at Cleo)
    • 6% employer-matched pension 
    • Company-wide performance reviews every 8 months e.g every 2 terms, in line with our termly cycles (Jan-April, May-Aug, Sept-Dec):
      • Generous pay increases for high-performers and high-growth team members
      • Equity top-ups for team members getting promoted
    • Private Medical Insurance via Vitality, dental cover, and life assurance
    • Enhanced parental leave
    • 1 month paid sabbatical after 4 years at Cleo
    • Regular socials and activities, online and in-person
    • We'll pay for your OpenAI subscription
    • Online mental health support via Spill
    • And many more!

UK App access: The Cleo app is no longer downloadable in the UK. If you’re an existing user, you’ll still have access to the app. But some features won’t be available. Why? 99% of our users are based in the US – where financial health is often overlooked. We’ve decided to shift our focus to where we can provide the most value and make the greatest impact for users who need it most. Then we’ll be able to apply what we learn to better support our UK users in the future.

Please note that applications will be reviewed on the week commencing 9th December.