Finance Team Lead | Hybrid, Xero & Process Improvement

XACT Placements Ltd.; St Albans; Hybrid; GBP 38.000 - 40.000; Vollzeit

Zusammenfassung

XACT Placements Ltd. is seeking a Finance Team Leader in St Albans, Hertfordshire, working in a hybrid setup. You will lead the transactional finance function, supervise the Credit Controller and Finance Assistant, and contribute to reporting, analysis and process improvement.

The role requires ownership of ledgers, strong Xero experience, and advanced Excel skills, with a view to improving controls and financial accuracy.

Qualifikationen

• Senior finance role with ownership of a function.
• Strong knowledge of purchase ledger, sales ledger and reconciliations.
• Experience using Xero in a commercial environment.
• Advanced Excel skills (Pivot tables, VLOOKUP, SUMIFS).
• Ability to produce financial reports and analysis.
• Understanding of basic VAT rules.
• AAT qualification or equivalent, or qualified by experience.
• Experience in IT services or MSP environment; ConnectWise PSA is advantageous.

Aufgaben

• Take ownership of the purchase ledger, sales ledger and banks.
• Support Credit Controller and Finance Assistant with complex transactions and queries.
• Prepare weekly and monthly payment runs, ensuring controls are followed.
• Oversee bank, general ledger, credit card and expense reconciliations.
• Support month-end close and year-end audit preparation.
• Produce ad hoc reports and analysis (aged debt, cashflow, ledger summaries).
• Spot trends, discrepancies and process gaps and raise them with the Head of Finance.
• Champion the use of Xero across the team and help improve financial processes and controls.

Kenntnisse

Ownership of function

Xero

Excel advanced

Pivot tables

VLOOKUP

SUMIFS

Financial reporting & analysis

VAT rules

AAT or equivalent

ConnectWise PSA

Ausbildung

AAT qualification or equivalent

Tools

Xero

ConnectWise PSA

Jobbeschreibung

XACT Placements Ltd. is seeking a Finance Team Leader in St Albans, Hertfordshire, working in a hybrid setup. You will lead the transactional finance function, supervise the Credit Controller and Finance Assistant, and contribute to reporting, analysis and process improvement.

The role requires ownership of ledgers, strong Xero experience, and advanced Excel skills, with a view to improving controls and financial accuracy.