About this role
Finance Assistant (Sales Ledger)
Location: Leeds
Contract: Full Time, Permanent
Salary: £27,000+ (DOE)
Join a Growing Business Where Your Contribution Makes a Difference
We are looking for an experienced and detail-oriented Finance Assistant (Sales Ledger) to join a fast-growing and dynamic organisation in Leeds. This is an excellent opportunity to become part of a collaborative and supportive finance team within a business that is continuing to grow and invest in its people, processes, and technology.
You'll play a key role in managing the sales ledger function, working closely with colleagues across multiple departments to ensure accurate financial processing, excellent customer service, and effective cash collection. If you're a motivated finance professional who enjoys working with data, building relationships, and driving continuous improvement, we'd love to hear from you.
The Role
As a Finance Assistant, your primary focus will be supporting the sales ledger function, ensuring invoices are raised accurately, payments are allocated correctly, and customer accounts are managed effectively.
You'll work with ERP systems, Excel spreadsheets, customer portals, and banking platforms to maintain accurate financial records and support the wider finance team.
Key Responsibilities
Sales Ledger & Invoicing
- Raise and process customer invoices accurately and in a timely manner through the ERP system
- Process and manage customer rebates in line with agreed commercial terms
- Maintain accurate sales ledger records and documentation
Credit Control & Cash Collection
- Support credit control activities by proactively chasing outstanding balances via telephone and email
- Process remittances and allocate cash accurately against customer accounts and invoices
- Assist in reducing aged debt and improving cash collection performance
Customer & Stakeholder Management
- Build strong working relationships with customers and internal stakeholders
- Resolve customer queries, disputes, and account issues promptly and professionally
- Process customer refunds and maintain accurate records
- Work closely with Sales, Customer Service, and Operations teams to resolve account-related queries
- Provide support to colleagues across the business on customer account matters
Data Analysis & Reporting
- Analyse and reconcile financial data using Excel and internal systems
- Work confidently with large data sets to identify discrepancies and produce accurate reports
- Utilise customer and banking portals to support daily finance operations
Additional Responsibilities
- Support month-end finance activities and reconciliations
- Assist with process improvement initiatives within the sales ledger function
- Provide cover and support across the wider transactional finance team
- Undertake ad hoc finance duties as required
About You
We're looking for someone with previous experience in a finance environment who is confident managing sales ledger processes and communicating with customers.
Essential Skills & Experience
- Previous experience in a Finance Assistant, Sales Ledger, Credit Control, Accounts Receivable, or similar role
- AAT qualified, part-qualified, or qualified through experience
- Strong Excel skills, including working with formulas and large volumes of data
- Knowledge of sales ledger processes, credit control, cash allocation, and reconciliations
- Excellent attention to detail with a high level of accuracy
- Strong communication and relationship-building skills
- Ability to manage multiple priorities within a fast-paced environment
- Proactive and positive approach to problem-solving
Desirable
- Experience using ERP systems, particularly NetSuite
- Experience working within a growing or fast-paced business environment
What's on Offer?
In return, you'll receive a competitive salary and a comprehensive benefits package, including:
- £27,000 salary
- 30 days annual leave plus bank holidays
- Private medical cover (following successful completion of probation)
- Opportunities for career progression within a growing organisation
Apply Today
If you're looking for a varied finance role where you can develop your skills, contribute to a growing business, and be part of a supportive team, we'd love to hear from you! Send your CV to [email protected] and I'll be in touch!
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.
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Contract Type
Permanent
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Specialism
Finance
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Working pattern
Full Time
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Job ref
Req/683996
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Expiry date
07 August 2026
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Learn more about a career in Finance
Are you good with numbers and can quickly problem-solve? A role in Finance could be for you. Find out more about the career opportunities it can offer.


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