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Sales Ledger Clerk

2 months ago

StratforduponAvon, Warwickshire, United Kingdom The Portfolio Group Full time

Job Summary:

We are seeking a highly organized and detail-oriented Sales Ledger Clerk to join our finance team at The Portfolio Group. As a Sales Ledger Clerk, you will play a vital role in ensuring accurate and timely financial transactions.

Key Responsibilities:

  • Raise and process sales invoices and credit notes in a timely and accurate manner.
  • Monitor and follow up on client contract documentation to ensure compliance and accuracy.
  • Accurately record account and contract information in our sales information system.
  • Maintain and update sales ledger spreadsheets to ensure data integrity.
  • Resolve invoicing queries promptly and efficiently.
  • Post cash on a daily basis and allocate to the sales ledger in a timely manner.
  • Process direct debits efficiently and accurately.
  • Run debtors' reports regularly to ensure accurate financial data.
  • Assist with Purchase Ledger and other finance tasks as needed.

Requirements:

  • Recent and proven experience in a Sales Ledger or Finance Admin role.
  • Attention to detail and strong organizational skills.
  • Proficiency in Microsoft Office packages, including Excel.
  • Enthusiastic and strong work ethic, with a commitment to meeting deadlines.
  • Confident communicator with experience in customer interactions.

What We Offer:

The Portfolio Group offers a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to providing our employees with the tools and resources they need to succeed in their roles.