Sales Ledger Administrator

The role of the finance administrator is to ensure the accurate and timely processing of sales invoices, receipts and customer statements as well as providing additional day-to-day support to the finance coordinator. There is a requirement to build and maintain strong relationships with stakeholders, predominantly local authorities as existing customers and other departments across the organisation. As administrator, you will be heavily involved in determining the finance requirements and considerations for any new local authority contracts (you are not expected to understand the legal requirements of such) including agreeing invoice formats and frequency, payment terms and documenting in line with policies and procedures. This role will also have responsibility for credit control and ensuring bad debt risk is suitably managed through day-to-day routines and accounts are kept to terms.

Key responsibilities

• End to end processing of sales invoices from income stream data on Sage200
• First point of contact for all Sales Ledger queries via e-mail, telephone and in writing
• Management of key financial contact relationships in respect of Sales Ledger accounts
• Credit control to ensure cash inflows meet contracted terms and any associated debt recovery
• Month end reconciliation of sales invoices raised to tracked business unit income reporting, escalating discrepancies
• Liaising with Business Development team and external stakeholders on mobilisation of new income streams, ensuring first invoices raised on a timely basis and in line with contract, expectations and terms (with support)
• Monitoring and reconciliation of business unit trackers to facilitate monthly reporting to local authorities in their own format
• Ensuring documentation on owned processes is accurate and up to date at all times
• Providing support for Finance coordinator on an ad hoc basis
• Understanding of purchase ledger processes to provide effective absence cover if required

Qualifications

AAT Foundation Level preferred

Training and development opportunities will be available

Essential experience and skills

• Strong working knowledge of Microsoft applications including Excel and Outlook
• Excellent communication skills, written and spoken, that are effective, empathetic and adaptable to different situations
• High level of accuracy and attention to detail, including when under pressure
• Experience of working within a sales (or purchase) ledger function
• Knowledge and experience of working with confidential data as defined by GDPR
• Ability to adjust priorities to fit the needs of the business
• Customer focussed approach to tasks

Desirable experience and skills

• Working knowledge of Sage200
• Experience of working with local authorities
• Understanding of VAT regulations for energy efficiency measures and Domestic Reverse Charge rules

Key characteristics

• Ability to respond positively to a changing environment
• Desire to be part of a team and work collaboratively within Finance and the wider business
• Self-motivator
• Problem-solving mindset
• Good time management skills
• Ability to manage competing demands while maintaining high levels of customer satisfaction
• Green, Great, Gracious