At a Glance
- Tasks: Manage sales ledger, process invoices, and resolve account queries in a dynamic finance team.
- Company: Join W Talent Finance, a leader in connecting top finance talent with innovative businesses.
- Benefits: Enjoy competitive salary, 30 days leave, private medical cover, and ongoing training.
- Other info: Collaborative culture with great opportunities for career progression and social events.
- Why this job: Be part of a fast-growing company making a real impact in the home energy sector.
- Qualifications: Experience in Sales Ledger or Accounts Receivable; AAT qualification is a plus.
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.
Finance Assistant (Sales Ledger) in Leeds employer: W Talent
W Talent Finance is an exceptional employer, offering a dynamic and collaborative work environment in Leeds, where employees are valued and supported in their professional growth. With competitive salaries, generous benefits including 30 days of annual leave, private medical cover, and ongoing training opportunities, the company fosters a culture of teamwork and progression, making it an ideal place for finance professionals looking to thrive in a fast-paced industry.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Assistant (Sales Ledger) in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like W Talent. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Assistant (Sales Ledger) in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to W Talent.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on W Talent's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at W Talent
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with W Talent.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at W Talent will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former W Talent employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
