Finance Generalist - Hybrid, Study Support

Reed; Leeds; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Reed is seeking a detail-oriented Finance Specialist to join a fast-growing professional services organisation in Leeds. You will contribute across multiple finance functions, focusing on credit control, invoicing, reconciliations and day-to-day financial operations.

The successful candidate will have 1-2 years in finance, experience with cloud accounting (Xero/Sage/QuickBooks), and strong spreadsheet skills. AAT studies are desirable and hybrid working is offered.

Qualifications

• 1-2 years' experience in finance, accounting or transactional finance.
• Previous experience in credit control and account reconciliations.
• Experience using cloud-based accounting systems such as Xero, Sage, QuickBooks or similar.
• Strong spreadsheet skills, including lookups and data manipulation.
• A good understanding of VAT and purchase order processes.
• Confidence communicating with clients and suppliers over the phone and via email.
• Excellent attention to detail and a proactive approach to problem solving.
• Strong organisational skills with the ability to manage multiple priorities.
• Desirable: AAT studies underway or a desire to progress with professional qualifications.

Responsibilities

• Manage the end-to-end credit control process and ensure timely collection of invoices while maintaining client relationships.
• Act as first point of contact for billing and invoicing queries and coordinate with internal stakeholders to resolve issues.
• Set up new client accounts, conduct credit checks, and ensure accurate billing terms and records.
• Monitor aged debt reports, maintain records, and escalate overdue accounts where appropriate.
• Perform daily bank reconciliations across multiple accounts and currencies.
• Complete monthly balance sheet reconciliations including bank, card and supplier statements.
• Process supplier invoices and obtain necessary approvals.
• Support payment runs and resolve supplier queries promptly.
• Assist with month-end activities including journals, accruals and prepayments.
• Process employee expenses and monitor company card expenditure.
• Maintain accurate financial records and support audit readiness.
• Provide finance support to colleagues and explain processes clearly to non-finance staff.

Skills

Attention to detail

Organisational skills

Strong spreadsheet skills

Communication skills

VAT understanding

Tools

Xero

Sage

QuickBooks

Job description

Reed is seeking a detail-oriented Finance Specialist to join a fast-growing professional services organisation in Leeds. You will contribute across multiple finance functions, focusing on credit control, invoicing, reconciliations and day-to-day financial operations.

The successful candidate will have 1-2 years in finance, experience with cloud accounting (Xero/Sage/QuickBooks), and strong spreadsheet skills. AAT studies are desirable and hybrid working is offered.