Financial Transactional Lead

Location: Longbridge

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 Net Suite 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 Net Suite and/or Profit Plus accounting systems