Trainee Finance Team Leader

A logistics business in Lichfield is looking for a Trainee Finance Team Leader to oversee a two-person Sales Ledger team. This is a fantastic opportunity for a Sales Ledger professional to step into leadership without prior team leader experience-all training will be provided! The key requirement is strong Sales Ledger experience, particularly in handling invoices across multiple cost and profit centres and ensuring correct coding and allocation.

In this role, you'll support the team with their workloads while also being hands-on with processing and operations. Responsibilities include 1-2-1s, performance reviews, and ensuring invoicing runs smoothly. The business is also looking for someone proactive who can review processes and drive improvements, helping to take some responsibilities off the Head of Finance's plate.

With the current Team Leader's leave approaching, the company is looking for someone immediately available to start quickly.

Key Responsibilities:

• Oversee a Sales Ledger team of two, providing guidance and managing workloads.
• Process and review high-volume invoice requests from multiple sources, ensuring correct coding and allocation across cost and profit centres.
• Ensure accurate cost centre allocation for all invoices, maintaining financial accuracy across different areas of the business.
• Manage the month-end closure of the Sales Ledger, including reconciliations and reporting.
• Conduct 1-2-1 meetings and performance reviews, supporting team development.
• Drive process improvements, streamlining workflows to enhance efficiency.
• Oversee intercompany transactions, including clear-downs, journals, and reconciliations.
• Maintain customer account accuracy, handling credit limits, address updates, and yearly depot changes.
• Provide holiday cover for team members, ensuring continuity in Sales Ledger operations.

Candidate Attributes and Skills:

• Strong Sales Ledger experience, ideally in a business with multiple cost/profit centres.
• Confident in cost centre allocation, ensuring invoices are coded correctly across different departments.
• Proactive and process-driven, with a keen eye for identifying improvements.
• Ambitious and keen to step up into a leadership role.
• Confident communicator who enjoys working with and supporting others.
• Ideally immediately available or available on short notice.
• Driving license preferred due to location accessibility.

Benefits:

• A rare opportunity to step into leadership without prior team leader experience.
• Hands-on support and training from senior finance leadership.
• Exposure to process improvement projects, adding valuable experience to your CV.
• A supportive and collaborative team environment.

This is a 12-18 month maternity cover position, and with the current Team Leader's leave approaching, the business is keen to secure someone ASAP. If you're looking for a step up and a chance to shape and improve a Sales Ledger function, apply now!

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