Job Description
Finance Assistant (Sales Ledger)
Leeds
Full Time
27-30k DOE
About the Opportunity
This is an exciting opportunity to join a fast-growing and dynamic organisation as part of a collaborative and supportive finance team. You will work alongside multiple departments to deliver high-quality financial processes and contribute to ongoing business growth.
The organisation offers a strong team culture, opportunities for progression, and a focus on continuous improvement, supported by modern systems and technology.
Summary of the Role
We are seeking an experienced Finance Assistant to join a growing transactional finance team. The role will primarily focus on managing the sales ledger function, including customer invoicing, credit control, rebates and refunds, cash allocation, and reconciliations, while building strong working relationships with customers across the business.
The successful candidate will be confident working with large data sets, ERP systems (experience with NetSuite is advantageous but not essential), and Excel spreadsheets, with excellent attention to detail and accuracy.
Key Responsibilities
Sales Ledger & Invoicing
Raise and process sales invoices accurately and on time via the ERP system
Process and manage rebates in line with agreed commercial terms
Credit Control & Cash Collection
Support credit control activities by chasing outstanding balances via phone and email
Process remittances and allocate cash accurately to customer accounts and invoices
Customer & Stakeholder Management
Communicate with customers to resolve queries, disputes, and account issues promptly
Build strong relationships, balancing collections with excellent service
Process customer refunds and maintain accurate records
Maintain accurate customer account records and ensure compliance with internal controls
Collaborate with sales, customer service, and operations teams to resolve queries
Support colleagues with ad hoc account-related queries
Data & Reporting
Work with large data sets in Excel to analyse, reconcile, and report on account data
Use various systems and portals (e.g. customer and banking platforms)
Other Duties
Assist with month-end activities
Contribute to process improvements within the sales ledger function
Provide cover and support across the wider transactional finance team
Assist with ad hoc finance tasks as required
Skills and Experience Required
Technical & Finance Skills
Previous experience in a Finance Assistant, Credit Control, Sales Ledger, or Accounts Receivable role
AAT qualified, part-qualified, or qualified by experience
Strong Excel skills, including formulas and working with large data sets
Experience using ERP systems (NetSuite advantageous but not essential)
Good understanding of sales ledger processes, credit control, cash allocation, and reconciliations
Personal Attributes
Excellent communication skills, both written and verbal
High attention to detail and accuracy
Team player with a flexible and supportive approach
Proactive mindset with a focus on continuous improvement
Ability to work in a fast-paced environment and manage multiple priorities
Professional, friendly, and approachable manner
Benefits
30 days annual leave plus bank holidays
Private medical cover (post-probation)
Death in service benefit (post-probation)
Enhanced maternity and paternity pay (subject to service)
Pension scheme with employer contribution
Ongoing training and development opportunities
Regular social events
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
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