Finance Assistant (Sales Ledger)
W Talent
Leeds
Competitive Salary + Excellent Benefits
About the Company
W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support businesses of all sizes in securing finance talent that drives operational excellence and long-term growth.
We are partnering with a high-growth organisation operating within the home energy sector, delivering innovative solutions to customers across the UK through a number of well-established strategic partnerships. Backed by significant investment, the business continues to expand and invest in both its people and infrastructure.
As part of this continued growth, our client is seeking a Finance Assistant to join its Transactional Finance team, supporting the Sales Ledger function within a fast-paced and evolving finance environment.
The Role
This is an excellent opportunity to join a fast-paced and collaborative finance team, taking responsibility for the day-to-day administration of the sales ledger.
Working within the Transactional Finance team, you'll play an important role in ensuring customer invoices are raised accurately, payments are allocated correctly, and customer accounts remain up to date. You'll work closely with colleagues across Finance, Sales, Customer Service and Operations to resolve account queries while helping maintain strong cash flow across the business.
This position would suit someone with previous experience within Sales Ledger, Accounts Receivable, Credit Control or a Finance Assistant role who enjoys working with numbers, systems and customer accounts in a growing business environment.
Key Responsibilities
- Raise and process customer invoices accurately using the finance system
- Manage the sales ledger, ensuring customer accounts remain accurate and up to date
- Support credit control activities by contacting customers regarding outstanding balances
- Allocate incoming payments to the correct customer accounts and reconcile transactions
- Process customer refunds and maintain accurate financial records
- Resolve invoice, payment and account queries professionally by phone and email
- Build positive working relationships with customers and internal stakeholders
- Work with large data sets using Excel to reconcile accounts and produce reports
- Assist with month-end finance activities where required
- Support continuous improvement across transactional finance processes
- Provide wider support across the finance team as business needs require
About You
- Previous experience within Sales Ledger, Credit Control, Accounts Receivable or a Finance Assistant position
- AAT qualified, studying towards AAT or qualified through practical experience
- Confident using Excel, including working with large volumes of data
- Experience using finance or ERP systems (NetSuite experience would be advantageous but is not essential)
- Strong attention to detail with excellent levels of accuracy
- Comfortable communicating with customers by both phone and email
- Organised and able to manage a varied workload in a fast-paced environment
- Positive team player with a proactive and adaptable approach
What's on Offer
- Competitive salary
- 30 days annual leave plus bank holidays
- Private medical cover following successful completion of probation
- Salary sacrifice pension matched up to 6%
- Life assurance
- Enhanced maternity and paternity pay
- Ongoing training and development opportunities
- Collaborative team environment with genuine opportunities for progression
- Social events and a supportive company culture
How to Apply
To apply for this position, please submit your CV via this website or contact W Talent Finance directly for a confidential discussion.
Application opens at the source listing. Free for jobseekers.