At a Glance
- Tasks: Process supplier invoices and payments while maintaining accurate financial records.
- Company: Established company in Carlisle with a supportive finance team.
- Benefits: Salary up to £32,000, 25 days annual leave, and career development opportunities.
- Other info: Collaborative environment with opportunities for progression.
- Why this job: Join a growing organisation and make a real impact on financial operations.
- Qualifications: Strong numerical skills, attention to detail, and experience in accounts payable.
We are currently recruiting for a knowledgeable and experienced Purchase Ledger Clerk for an established company in Carlisle. The Purchase Ledger Clerk is responsible for ensuring the accurate and timely processing of supplier invoices and payments, maintaining the integrity of the purchase ledger, and supporting the efficient operation of the finance function. Working as part of the finance team, the post-holder will process invoices, reconcile supplier accounts, resolve payment queries, and assist with month-end activities while ensuring compliance with company financial procedures and controls. The role requires excellent attention to detail, strong organisational skills, and the ability to manage a varied workload within agreed deadlines. The successful candidate will build effective working relationships with suppliers and internal departments, helping to ensure the smooth running of the accounts payable process and contributing to the overall financial performance of the organisation.
Key Responsibilities:
- Process supplier invoices accurately and in a timely manner.
- Match purchase orders, goods received notes, and supplier invoices (three-way matching).
- Verify invoice details, coding, VAT treatment, and authorisation before processing.
- Post purchase invoices to the accounting system.
- Reconcile supplier statements and resolve discrepancies.
- Prepare supplier payment runs in accordance with agreed payment terms.
- Process payments via BACS, CHAPS, Faster Payments, or cheque where applicable.
- Respond to supplier queries by telephone and email in a professional manner.
- Liaise with internal departments to resolve invoice and payment issues.
- Maintain accurate supplier records, including bank details and contact information.
- Set up new supplier accounts following company procedures and verification checks.
- Monitor outstanding invoices and ensure prompt resolution of any issues.
- Process employee expense claims where required.
- Allocate supplier payments and reconcile purchase ledger accounts.
- Assist with month-end procedures, including accruals and ledger reconciliations.
- Support the Finance Manager with year-end audit requirements.
- Process credit notes and supplier refunds.
- Identify opportunities to improve purchase ledger processes and efficiencies.
Skills & Experience Required:
- Strong numerical and financial accuracy.
- Excellent attention to detail.
- Accounts payable/purchase ledger processing.
- Invoice verification and processing.
- Supplier statement reconciliations.
- Purchase order matching.
- Payment processing (BACS, CHAPS, Faster Payments).
- VAT awareness and invoice coding.
- General ledger and nominal coding knowledge.
- Data entry with a high degree of accuracy.
- Microsoft Excel proficiency (including formulas and pivot tables).
- Competent in Microsoft Word and Outlook.
- Experience using accounting software and ERP systems.
- Time management and workload prioritisation.
- Organisational skills.
- Problem-solving and analytical thinking.
- Communication skills, both written and verbal.
- Customer service and supplier relationship management.
What's on Offer:
- Salary up to £32,000, depending on experience.
- Opportunity to join a growing and successful organisation.
- 25 days of annual leave.
- Supportive and collaborative working environment.
- Career development and progression opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Purchase Ledger Clerk
✨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 Zenith Advisory Partners. 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 Purchase Ledger Clerk
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 Zenith Advisory Partners.
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 Zenith Advisory Partners'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 Zenith Advisory Partners
✨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 Zenith Advisory Partners.
✨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 Zenith Advisory Partners 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 Zenith Advisory Partners 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.
