Finance Team Lead - Xero & Process Improvement (Hybrid)

XACT Placements Ltd.; St Albans; Hybrid; GBP 38,000 - 40,000; Full time

Job summary

XACT Placements Ltd. in St Albans is seeking a Finance Team Leader to take ownership of the transactional finance function within a growing IT Managed Services provider.

You will lead the purchase and sales ledgers, support the Credit Controller and Finance Assistant, and contribute to reporting, analysis and process improvement. The role is hybrid and sits with a forward-thinking finance team.

Qualifications

• Proven experience in a senior finance role with ownership of a function.
• Strong working knowledge of purchase ledger, sales ledger, credit control and bank reconciliations.
• Confident Excel user with pivot tables, VLOOKUP and SUMIFS.
• Proficient in Xero in a commercial environment.
• AAT qualified or equivalent, or qualified by experience.
• Excellent attention to detail and strong communication.
• Experience in IT services or MSP, or with ConnectWise PSA is advantageous.

Responsibilities

• Taking overall ownership of the purchase ledger, sales ledger and banks.
• Supporting the Credit Controller and Finance Assistant with complex transactions and queries.
• Preparing weekly and monthly payment runs, ensuring controls are followed.
• Overseeing bank, general ledger, credit card and expense reconciliations.
• Supporting month-end close and year-end audit preparation.
• Producing ad hoc reports and analysis (aged debt, cashflow, ledger summaries).
• Spotting trends, discrepancies and process gaps, reporting to Head of Finance.
• Championing the use of Xero across the team and improving financial processes.

Skills

Attention to detail

Communication skills

Financial reporting

Analytical thinking

Education

AAT qualification

Tools

Xero

Excel

ConnectWise PSA

Job description

XACT Placements Ltd. in St Albans is seeking a Finance Team Leader to take ownership of the transactional finance function within a growing IT Managed Services provider.

You will lead the purchase and sales ledgers, support the Credit Controller and Finance Assistant, and contribute to reporting, analysis and process improvement. The role is hybrid and sits with a forward-thinking finance team.