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Sales ledger finance assistant

Hook Norton
Brellis Recruitment
Finance assistant
Posted: 11 January
Offer description

Overview

A superb opportunity to join a leading organisation based in Banbury in the role of Finance Assistant – Sales Ledger invoicing.


Reporting

Reporting to the Finance Manager, you would be joining a friendly, motivated team in a fantastic successful company. This role would suit someone highly organised with superb attention to detail and high levels of accuracy.


Working Conditions

Please note, this role is office based Monday‑Friday.


Main Purpose

The main purpose of the job is to take ownership of processing customer invoices.


Key Tasks

* Data Entry: processing of sales ledger invoices and credit notes, ensuring that batch allocations are made correctly. All invoice numbers entered onto the Customer Progress Records accordingly and correct VAT codes used.
* Month End: to ensure that all customer invoices relating to deliveries during the month have been processed and any extraordinary profit margins have been investigated in order to meet month end deadlines.
* Invoice tracker: issue daily update on sales invoice processing to Customer Service Team.
* Filing: to ensure that all paperwork is filed away by close of business daily.
* Support: to provide task support for team members to cover periods of absence.
* Any other tasks as required by the management.


Key Results / Objectives

To take accountability for the timely and accurate processing of information to the Sales Ledger, including but not limited to:

* Investigation of negative / extraordinary profit margins.
* Follow up on items in query with CST.
* Prevention of internal credit notes having to be raised for batch corrections.
* Correct product codes / exchange rates / VAT codes used.
* Month end deadlines met.


Skills / Systems

* High level of accuracy.
* Good communication skills.
* Proven background in sales ledger.
* Proficient in Excel.
* Knowledge of Sage 200 preferred but not essential.


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