Open role
Finance Assistant (Sales Ledger)
- Aggregated by CV-Library
- Leeds, West Yorkshire
- Permanent
- Full Time
- £27,000 - £27,000 Per Annum
Job Description
Finance Assistant (Sales Ledger)
Location: Leeds Office
Salary: £27,000
Job Type: Full-time, Permanent
Join Our Growing Finance Team
We are looking for an experienced and motivated Finance Assistant to join our expanding Transactional Finance Team. This role has a strong Sales Ledger and Credit Control focus and is ideal for someone who enjoys building customer relationships, maintaining accurate financial records, and helping drive cash collection performance.
Working within a fast-growing business, you'll play a key role in managing customer invoicing, cash allocation, credit control activities, rebates, refunds, and account reconciliations. This is an excellent opportunity to join a supportive team where your contribution will be valued as we continue our next stage of growth.
Key Responsibilities
Sales Ledger & Invoicing
Raise and process sales invoices accurately and on time.
Maintain accurate customer account records within the ERP system.
Process rebates in line with agreed commercial terms.
Support sales ledger reconciliations and ensure data accuracy.
Credit Control & Cash Collection
Support credit control activities by chasing outstanding balances via phone and email.
Reduce overdue debt and help maintain healthy cash flow.
Process remittances and accurately allocate cash received to customer accounts.
Investigate and resolve payment discrepancies and account queries.
Customer Account Management
Build and maintain strong relationships with customers.
Respond to account queries professionally and efficiently.
Process customer refunds and maintain accurate records.
Work closely with internal departments to resolve invoicing and payment issues.
Data & Reporting
Analyse and reconcile customer account data using Excel.
Work with large data sets and multiple systems to support reporting requirements.
Assist with month-end activities and wider transactional finance duties as required.
About You
Essential Skills & Experience
Previous experience in a Finance Assistant, Sales Ledger, Credit Control, Accounts Receivable, or Finance Administration role.
Good understanding of invoicing, collections, cash allocation, and reconciliations.
Strong Excel skills and confidence working with large data sets.
Experience using ERP systems (NetSuite experience desirable but not essential).
AAT qualified, studying, or qualified by experience (QBE).
Personal Attributes
Excellent communication and customer service skills.
Strong attention to detail and accuracy.
Organised and able to manage multiple priorities.
Proactive, positive, and solutions-focused.
A team player who enjoys working in a fast-paced environment.
What We Offer
30 days annual leave plus bank holidays
Private medical cover*
Death in Service cover*
Enhanced maternity and paternity pay*
Salary sacrifice pension with employer matching up to 6%
Ongoing training and development opportunities
Regular social events
Genuine career progression within a growing businessSubject to eligibility.
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
Location: Leeds Office
Salary: £27,000
Job Type: Full-time, Permanent
Join Our Growing Finance Team
We are looking for an experienced and motivated Finance Assistant to join our expanding Transactional Finance Team. This role has a strong Sales Ledger and Credit Control focus and is ideal for someone who enjoys building customer relationships, maintaining accurate financial records, and helping drive cash collection performance.
Working within a fast-growing business, you'll play a key role in managing customer invoicing, cash allocation, credit control activities, rebates, refunds, and account reconciliations. This is an excellent opportunity to join a supportive team where your contribution will be valued as we continue our next stage of growth.
Key Responsibilities
Sales Ledger & Invoicing
Raise and process sales invoices accurately and on time.
Maintain accurate customer account records within the ERP system.
Process rebates in line with agreed commercial terms.
Support sales ledger reconciliations and ensure data accuracy.
Credit Control & Cash Collection
Support credit control activities by chasing outstanding balances via phone and email.
Reduce overdue debt and help maintain healthy cash flow.
Process remittances and accurately allocate cash received to customer accounts.
Investigate and resolve payment discrepancies and account queries.
Customer Account Management
Build and maintain strong relationships with customers.
Respond to account queries professionally and efficiently.
Process customer refunds and maintain accurate records.
Work closely with internal departments to resolve invoicing and payment issues.
Data & Reporting
Analyse and reconcile customer account data using Excel.
Work with large data sets and multiple systems to support reporting requirements.
Assist with month-end activities and wider transactional finance duties as required.
About You
Essential Skills & Experience
Previous experience in a Finance Assistant, Sales Ledger, Credit Control, Accounts Receivable, or Finance Administration role.
Good understanding of invoicing, collections, cash allocation, and reconciliations.
Strong Excel skills and confidence working with large data sets.
Experience using ERP systems (NetSuite experience desirable but not essential).
AAT qualified, studying, or qualified by experience (QBE).
Personal Attributes
Excellent communication and customer service skills.
Strong attention to detail and accuracy.
Organised and able to manage multiple priorities.
Proactive, positive, and solutions-focused.
A team player who enjoys working in a fast-paced environment.
What We Offer
30 days annual leave plus bank holidays
Private medical cover*
Death in Service cover*
Enhanced maternity and paternity pay*
Salary sacrifice pension with employer matching up to 6%
Ongoing training and development opportunities
Regular social events
Genuine career progression within a growing businessSubject to eligibility.
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