Sales Ledger Lead - Fixed Term Contract

Four Squared Recruitment Ltd; England; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A reputable wellbeing clinic in Stratford-upon-Avon is seeking a Sales Ledger Lead for a fixed-term contract until October 2026. The role involves managing the Sales Ledger, invoicing patients, and ensuring accurate financial reporting. Candidates must have strong Excel skills and a good understanding of credit control. This position offers a hybrid work model after probation and a comprehensive benefits package including 33 days of leave, employee assistance programs, and a contributory pension scheme.

Benefits

Free Employee Assistance Programme (EAP)

Retail discounts and cashback portal

33 days leave including Bank and Public Holidays

Eye test vouchers

Free access to balance+ app

Discounted clinical appointments

Generous contributory pension scheme

£750 annual benefit pot

Qualifications

• Proficient in Microsoft Excel for financial tasks.
• Strong communication abilities for interacting with patients.
• Excellent numerical skills to manage accounts.

Responsibilities

• Manage the Sales Ledger Clerk and overall Ledger responsibility.
• Invoicing patients and maintaining spreadsheet updates.
• Send debt reminders and manage patient accounts.

Skills

Good knowledge of Microsoft Excel

Good communication skills

Good numerical skills

Credit control skills

Reconciliation skills

Ability to learn quickly

Integrity and confidentiality of financial records

Job description

Sales Ledger Lead

Our client is an established wellbeing clinic and they are currently recruiting a Sales Ledger Lead on a fixed-term contract to join their finance team.

Position

As the Sales Ledger lead you will have responsibility for the Sales Ledger.

Roles And Responsibilities

• Line management responsibilities for the Sales Ledger Clerk
• Overall responsibility for the Sales Ledger including but not limited to: Maintenance and updating of the invoicing spreadsheet
• Invoicing patients after appointments, Invoicing patients for additional services such as blood tests
• Sending debt reminders to patients with outstanding balances, including debt letters
• Accurate reporting of debtors
• Reporting on payment links
• Blocking and unblocking of patient accounts
• Processing of refunds, and associated refund reporting
• Cash allocation stripe/square batches, and BACS
• Indemnity reporting including under 18s report
• Answering queries on the Admin Teams chat
• All error tracking reporting
• Responsible for checking, processing, renewing and reporting on the annual prescription membership
• Ad hoc invoicing through Xero for events, room hire etc.
• Assisting the finance team with ad hoc financial reports

The above list of responsibilities is not exclusive or exhaustive and the post holder will be required to undertake such tasks as may reasonably be expected within the scope and grading of the post.

Requirements

• Good knowledge of Microsoft Excel
• Good communication skills
• Good numerical skills
• Credit control skills
• Reconciliation skills
• Ability to learn quickly
• The ability to maintain the integrity and confidentiality of financial files and records.

Job Type

Fixed-term contract until October 2026 - Must be available to start on Monday 12 January

Location

Based in the centre of Stratford-upon-Avon, with the opportunity to work up to 2 days per week remotely on a hybrid basis, following successful completion of the probationary period.

Schedule

37.5 hours per week with hours to be performed Monday to Friday between 09:00 to 17:00

Salary

£14 per hour

Benefits

• Free Employee Assistance Programme (EAP)
• Retail discounts and cashback portal
• 33 days leave including Bank and Public Holidays (pro rata)
• Eye test vouchers
• Free access to balance+ app

After a Qualifying Period

• Discounted clinical appointments and diagnostic services
• Additional annual leave purchasing scheme
• Generous contributory pension scheme
• Enhanced leave entitlements including paid study leave, family leave, and foster care leave
• £750 annual benefit pot (pro rata) to spend on discounted options such as: Private Medical Insurance, Healthcare Cash Plan, Gym Memberships, Technology Vouchers, and Dental Insurance