Finance Transactions Team Leader

1st Locate UK Ltd; Leeds; On-site; GBP 23,000 - 28,000; Full time

Job summary

A leading debt resolution company in Leeds seeks a Finance Transactions Team Leader to oversee invoicing and reconciliation processes. The ideal candidate will have experience in team management and high-volume reconciliations, along with strong Excel skills. This role offers an annual salary of £28,000 and a supportive work environment with several employee benefits.

Benefits

Discretionary annual bonus

Flexible working

Recognition awards

Simply Health Rewards Package

Mental health support

Increased holiday entitlement for length of service

Birthday off

Qualifications

• Previous experience in team management.
• Experience and working knowledge of high-volume reconciliations.
• Proficient in Microsoft Excel.
• Ability to meet tight deadlines.
• Excellent attention to detail with a proactive approach to work.

Responsibilities

• Manage day-to-day functions of client invoicing and transactions.
• Oversee daily reconciliation processes.
• Maintain client relationships and ensure invoicing aligns with SLAs.
• Support Finance Manager in driving process efficiencies.
• Manage a team of 4 direct reports.

Skills

Team management

High-volume reconciliations

Microsoft Excel

Ability to meet tight deadlines

Attention to detail

Tools

SAGE Intacct

Job description

Role and Location

Role: Finance Transactions Team Leader

Salary: £28,000.00

Location: Leeds

We are looking for Finance Transactions Team Leader to join our innovative Finance Team in Leeds

Job Description

First Locate are one of the UK’s largest outsource resources for debt resolution and payment processing. We have been a leading Debt Management business for over two decades. Our First Locate Family is made up of approx. 250 people from North and West Yorkshire who provide excellent customer service to all our clients and extended customers. Our Mission is simple: “Helping our clients efficiently manage their customers by providing high quality investigative and debt recovery specialists who deliver innovative and market-leading services”.

Our Core Values are the ‘Guiding light’ that steers all our people’s attitude and behaviour towards others. Ensuring we deliver our mission whilst treating all our people and customers with dignity and respect.

So that’s us, now let’s talk about your role:

As our Finance Transactions Team Leader, you will be responsible for the following:

• Taking charge of the day-to-day functions of client invoicing and customer related transactions from our internal CRM system reconciled back to bank statements and the trial balance.
• Oversee the daily reconciliation processes to ensure all high-volume reconciliations of balance value, monthly throughput payment values of £14m and 125k volume. Ensuring daily, weekly and monthly receipts and payments received in company bank accounts and client accounts are fully reconciled to customer payment system and nominal ledger.
• Own and maintain client relationships, ensuring sales invoices are raised in line with agreed SLA’s and monthly statements are issued.
• Identify and flag required changes to processes to the Finance Manager and be the front-line person driving in team efficiencies. Support the Finance Manager in implementing major changes to process and reporting.
• Complete the day-to-day management of 4 direct reports, including the setting and periodic review of objectives and deputising for the Finance Manager where necessary.
• Ensure all reconciliations are processed in a timely manner and that all accounts are reconciled to general ledger and incoming files / customer system. Assisting in the creation of new reconciliations, workflows and refinements and ensuring design of processes and reconciliations optimises efficiency.
• Creation of regular reporting on the status of the reconciliations and determine actions to be undertaken in order to meet internal and clients SLA’s. Participate in and completes preparation of minutes of weekly reconciliation review meeting and driving forward the resolution of any issues.
• Ensure all sales invoices and payments are completed both efficiently and accurately.
• Building and maintaining relationships across the client portfolio.
• Provide clear reporting to the Finance Manager to enable escalation of issues to the business where appropriate.

What we need from you

As a key member of our Finance Team, you will be able demonstrate the following skills:

Essential:

• Previous experience in team management
• Experience and working knowledge of high-volume reconciliations
• Proficient in Microsoft Excel
• Ability to meet tight deadlines
• Excellent attention to detail with a proactive approach to work

Desirable:

• Experience of working within Financial Services
• Experience of working within medium/large companies.
• Strong problem-solving skills.
• SAGE Intacct experience

Why choose First Locate

We are a Real Living Wage employer and a Gold accredited Investor in People. We believe that our people can be the difference. So, at First Locate we have a range of benefits which include:

• A discretionary annual bonus for a job well done.
• A fantastic culture with little perks along the way including flexible working, family leave. Recognition awards, such as ‘Value Victor’ and ‘Go the extra Mile’ and many team based incentives.
• Simply Health Rewards Package – Cash back on Optical, Dental, Physiotherapy, Prescription charges and much more
• My Wellbeing Service which included 24/7 support and advice line. 24/7 GP access. Counselling Service, discounted Gym Membership and much more.
• Trained mental health first aiders on all sites.
• Loyalty reward for Length of service including increased holiday entitlement.
• Have your birthday off- on us!

What Happens Next?

We’ll be in touch if your application is successful so keep an eye on your emails! We’ll share your CV with the hiring manager to review. If we feel we may be a good match, then we’ll arrange a short call to learn more about you and answer any questions you have. We will then invite to interview. Our interview process is tailored to each role and can be in person or held remotely. Full details will be confirmed if you’re application is progressed to the next stage.

We are inclusive

We’re an equal opportunities employer with a diverse, inclusive, merit-based, and equitable workplace. We recognise that diversity drives our creativity, resilience, and success and makes our business stronger. Please do let us know if you need any adjustments during our recruitment process.

Due to the nature of our business, all offers of employment are subject to satisfactory background and vetting checks, including employment references, DBS (basic), credit file search