Finance Assistant: Sage/Xero, Ledger & Customer Queries

Cherry Professional - Relationship Led Recruitment; Syston; On-site; GBP 22,000 - 30,000; Full time

Job summary

Cherry Professional - Relationship Led Recruitment is seeking a Finance Assistant to join a small team in Syston (LE7). The role focuses on bookkeeping, invoicing, data maintenance and cash allocation, with day-to-day tasks across Sage, Xero and Excel.

You will handle customer queries, process invoices, manage portals, perform bank reconciliations and assist with the Purchase Ledger. The role is full-time, Monday to Friday, office-based, with a focus on accuracy and professional conduct.

Qualifications

• Experience with Sage and Xero accounting software.
• Strong Excel skills including pivot tables and lookup functions.
• Excellent phone etiquette and verbal communication.
• Organisational skills with ability to prioritise tasks.
• Attention to detail and accurate data entry.

Responsibilities

• Investigate and respond to customer queries and escalate as needed.
• Process and reconcile invoices and maintain records.
• Upload and manage invoices on portals to prevent payment delays.
• Maintain and update customer master data.
• Support cash allocation and bank reconciliation processes.
• Assist with Purchase Ledger and processing purchase invoices.
• Adhere to company policies and maintain professional standards.

Skills

Sage

Xero

Excel pivot/lookup

Job description

Cherry Professional - Relationship Led Recruitment is seeking a Finance Assistant to join a small team in Syston (LE7). The role focuses on bookkeeping, invoicing, data maintenance and cash allocation, with day-to-day tasks across Sage, Xero and Excel.

You will handle customer queries, process invoices, manage portals, perform bank reconciliations and assist with the Purchase Ledger. The role is full-time, Monday to Friday, office-based, with a focus on accuracy and professional conduct.