Finance Assistant (Sales Ledger) in Whyteleafe, Surrey

Are you a proactive Sales Ledger/Credit Control professional looking for a flexible, supportive finance role where you can really take ownership?

We are working with a growing business that is looking to welcome a Finance Assistant (Sales Ledger) into their friendly and collaborative finance team. This is a part-time opportunity (approx. 24 hours per) with flexibility around days worked. While normal full-time hours are 9:00–5:30 (with a 30-minute lunch), the team is happy to accommodate different working patterns — ideally this will be 3 full days, however for the right individual they can offer 24 hours over 5 days between 10-3 - with the understanding that some flexibility is required around month end.

The Role:

Reporting to the Finance Manager, you will oversee all finance operations associated with Sales Ledger and to assist with various accounting and administrative tasks with the Finance Department

KEY RESPONSIBILITIES AND DUTIES

• Download bank transactions and post receipts from Lloyds bank into Sage Intacct
• Reconcile the cash receipts posted weekly/monthly in Intacct with Lloyds bank
• Assist with weekly and monthly sales invoice processing
• Email customer statements monthly
• Resolve payment discrepancies, disputes and billing issues
• Update key debtors monthly for SMT and monitor unbilled exposure
• Produce and maintain Aged debtors report with commentary
• Ensuring adherence to credit insurance policy
• Maintaining accurate record keeping
• Chase outstanding debt to ensure customer payment terms are kept
• Provide general administrative support to the finance department
• Work closely with other departments to gather financial information and provide support as needed.
• Participate in team meetings and contribute to process improvements within the finance function
• Complete any ad-hoc tasks as directed by the Finance manager
• Leading the monthly credit control meeting with Managing Director and Finance Director
• To carry out any other duties as may be reasonably required.
• Updating customer invoice portals

What our client is Looking For:

Our client is seeking a great team fit — someone approachable, organised, and confident communicating at all levels. You will however have hands on experience (minimum 5 years) of credit control.

You’ll ideally have:

• Proven experience in a Sales Ledger / Finance Assistant role
• Confidence using Excel (intermediate level)
• Experience with Sage Intacct / 50
• Exposure to an in-house management information system
• A proactive, can-do attitude and strong organisational skills
• Detailed orientated, organized and capable of meeting deadlines

Salary & Benefits:

£25,000 Part-time salary (£20.03 per hour)

25 days holiday pro rata

Pension scheme

Free fruit

Cycle to Work scheme

Free on-site parking

Birthday day off (after 1 year’s service)

Hybrid working available in the future

Why Apply?

This is a fantastic opportunity to join a business that genuinely values flexibility, teamwork, and ownership. You’ll have autonomy in your role, the support of an experienced Finance Manager, and the chance to be part of a positive, people-focused culture.

***For your information:

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