Financial Transactional Lead
Financial Transactional Lead
Fixed Term Contract: 6 Months
Salary: £45,000
Location: Rubery, Birmingham
The Role
- Understand the current role requirements and document Standard Operating Procedures (SOPs) for tasks.
- Collaborate with the team to identify opportunities for automation and process streamlining.
- Assess team workload capacity and review findings with Financial Reporting Manager to ensure optimal utilisation.
- Provide support for the year-end audit and other ad-hoc requirements.
- Prepare a comprehensive handover for the incoming permanent replacement.
Responsibilities:
- Process Documentation & Improvement
- Document existing finance processes and Standard Operating Procedures (SOPs).
- Provide ongoing housekeeping and transactional support within NetSuite and Profit Plus.
- Support invoice finance reporting, reconciliations, and drawdowns.
- Assist with reporting requirements including turnover, rebates, buy-ins, and recharges.
- Closing the ledgers at month end & year end – reconciling control accounts
- Provide support for year-end audit activities and ad-hoc audit queries.
- Support weekly payment runs, cash management, credit control and bank reconciliations.
Your Background:
- Experience in finance operations within a multi-entity or group environment.
- Experience identifying or implementing process automation.
- Prior involvement in role handovers or transitional support roles.
- Strong understanding of transactional finance processes (AR, AP, bank reconciliations).
- Experience working with accounting systems
- Strong excel skills (VLOOKUP’s, Pivot tables)
- Experience working with NetSuite and/or Profit Plus accounting systems
Recommended Jobs
Graduate Construction Project Manager
A well-established Construction Consultancy is actively recruiting a Graduate Project Manager to be based in Birmingham. THE COMPANY My client is a respected Consultancy with a strong presence a…
Global Marketing Manager
GLOBAL MARKETING MANAGER - CYBER SECURITY FULLY REMOTE UP TO £80,000 + PROGRESSION THE OPPORTUNITY: Get Recruited are recruiting on behalf of a very successful business operating in …
Sales Management Programme
Sales Management Programme Location: Jewellery Quarter, Birmingham Job Type: Full-time – Fast-track progression About Us: At SA Promotions, we don’t just offer jobs – we offer careers. Our…
Senior Planner RTPI
Blue Diamond Recruitment is partnering with a respected Birmingham-based planning consultancy to appoint a Senior Planner to play a key role in project delivery and client service across a varied pla…
Claims Quality Assurance Specialist
Claims Quality Assurance Specialist Role Description If you are a critical thinker and have expertise in the handling of either Motor Personal Injury, Commercial Property, Home, Casualty or Fi…
Procurement Assistant
The opportunity: Procurement Assistant (internally Sourcing Support, Level 2) Want to join one of the world's most ethical company? Are you looking to start a career in procurement? As a Sourci…
Costs Draftsperson
The Role Our client is seeking an experienced Costs Draftsperson to join its established Costs team. This is an excellent opportunity to work on high-value, complex cases, preparing detailed Bills…
Senior Paraplanner
Senior Paraplanner Birmingham (Hybrid Working) £50,000 £62,000 + Excellent Benefits If youre an experienced Paraplanner looking for a senior-level role with real progression, we are working on an e…
Lift Engineer
Stannah is a family-owned manufacturing and engineering company. Our products move people and goods in and around homes and buildings. We make life easier for people. We do this by improving acce…