Finance Specialist

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

An exciting opportunity has arisen for a detail-oriented and proactive Finance Specialist to join a fast-growing, professional services organisation based in Leeds. This role is ideal for an ambitious finance professional with who is looking to broaden their exposure across multiple areas of finance rather than specialising in a single discipline.

Working within a collaborative finance team, you will play a key role in maintaining accurate financial records, supporting cash flow management, resolving client and supplier queries, and ensuring smooth day-to-day financial operations. You will interact with both internal stakeholders and external clients, making this an excellent opportunity for someone who enjoys building relationships while developing their technical finance skills.

Key Responsibilities

• Managing the end-to-end credit control process, ensuring timely collection of outstanding invoices whilst maintaining positive client relationships.
• Acting as the first point of contact for billing and invoicing queries, working with internal stakeholders to resolve issues efficiently.
• Setting up new client accounts, conducting credit checks, and ensuring all billing information and payment terms are recorded accurately.
• Monitoring aged debt reports, maintaining accurate records, and escalating overdue accounts where appropriate.
• Performing daily bank reconciliations across multiple accounts and currencies.
• Completing monthly balance sheet reconciliations, including bank, credit card and supplier statement reconciliations.
• Processing supplier invoices and ensuring appropriate approvals are in place.
• Supporting payment runs and resolving supplier queries in a timely manner.
• Assisting with month-end activities, including journals, accruals and prepayments.
• Processing employee expenses and monitoring company credit card expenditure.
• Maintaining accurate, organised financial records and supporting audit readiness.
• Providing prompt and professional finance support to colleagues across the business.
• Communicating financial processes and procedures clearly to non-finance stakeholders.

About You

To be successful in this role, you will have:

• 1-2 years' experience within a finance, accounting or transactional finance position.
• 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 currently underway or a desire to progress with professional qualifications.

What's on Offer

• Broad exposure across multiple finance functions.
• Supportive and collaborative working culture.
• Opportunity to develop technical accounting and commercial finance skills.
• Study support for relevant qualifications.
• Hybrid working arrangements.
• Career progression opportunities within a growing organisation.

If you're an ambitious finance professional looking to take the next step in your career within a dynamic and forward-thinking business, we'd love to hear from you.