Job Description

Finance Assistant (Sales Ledger)

Leeds

Full Time

£27-30k DOE

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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.

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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.

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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

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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

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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