Transactional Specialist

EWS Group; Wallingford; Hybrid; GBP 28,000 - 42,000; Full time

Job summary

Vesta Software Group is seeking a dedicated Transactional Specialist to join the finance team in a high growth organisation. Based in Wallingford with possible UK travel, you will handle day-to-day accounting tasks, match invoices, resolve discrepancies, and support ERP/CRM systems.

The role supports multiple business units within the portfolio. You will interact with non-financial managers, work in a casual environment, and develop reporting alongside the Divisional Finance Manager.

Qualifications

• AAT qualification would be advantageous.
• Previous experience in transactional functions.
• Commercial acumen and financial analysis skills.
• Excellent IT skills including a high level of Excel.
• Experience of Microsoft Great Plains and Concur software would be an advantage.

Responsibilities

• Match supplier invoices to purchase orders/goods received and ensure proper authorisation and booking in the accounting system.
• Resolve discrepancies and supplier queries.
• Ensure timely delivery of customer invoicing, supplier invoices, expenses and other transactional tasks.
• Complete month end tasks and handovers to management accountants.

Skills

Interpersonal skills

Data handling

Attention to detail

Organised

Team player

Self-motivated

Adaptable

Excel proficiency

Education

AAT qualification advantageous

Tools

Microsoft Great Plains

Concur

Job description

The Vesta Software Group acquires, manages, and builds software companies in a variety of vertical markets, enabling them to be clear leaders in their industries. Our companies provide mission-critical enterprise solutions for vertical industries across the entire industry value chain. Being a portfolio group of Jonas Software (within Constellation Software Inc.), the Vesta Software Group is all about strengthening businesses within the markets in which we compete and enabling them to grow – whether through organic measures such as new initiatives and product development, day-to-day business, or through acquisitions. http://www.vestasoftwaregroup.com/ https://jonassoftware.com/

POSITION:

We are seeking a dedicated professional Transactional Specialist to join our team on a full-time basis. The successful candidate will be an integral part of the finance team in a high growth organisation and will be responsible for participating in the day-to-day processes of the team. Reporting into the Transactional and Credit Control Manager and working for a selection of companies within the Ceres Portfolio, you will be responsible for the delivery of accounting information within a high-performance culture. Vesta operates in a casual working environment and promotes both team and individual growth. This role is based in Wallingford, but Vesta operates across multiple geographical locations and therefore the role may require some travel to UK sites. To be successful in the role you will also need a high degree of personal initiative and the ability to interact with non-financial managers and staff at all levels. This is a fantastic opportunity for an experienced Transactional Specialist to progress and begin a career with the Company.

JOB RESPONSIBILITIES:

• Match supplier invoices to purchase orders/goods received documentation and ensure they are appropriately authorised, and booked into accounting system
• Resolve any discrepancies and deal with supplier queries
• To ensure that customer invoicing, supplier invoices, expenses and other transactional type tasks are delivered to an acceptable standard and within allotted timescales
• To ensure month end tasks are completed including handovers to management accountants and other analytical / control information such as run rates and deferred pivots
• To ensure the support and other inboxes for all systems (GP, concur etc.) are adequately covered and the service to end users is efficient. This will include the monitoring of performance versus SLA’s
• Assist in projects for systems or process improvements as well as projects provided by the Divisional Finance Manager or your direct manager.
• Contribute to the success of the overall corporate strategy
• Process cash allocation where necessary.
• Implement improvements to existing processes / systems as required
• Involvement with integrations of new business units
• Undertake ad hoc and other finance duties as required
• Complete accurate and thorough handovers to the management accountants at month end
• Manage, lead and develop direct reports.
• Contribute to the implementation of new ERP or CRM systems regarding Transactional functionality where necessary.
• Provide relevant training to new and existing team members
• Assist with external/internal audit requirements, including deliverables including samples to the external/internal auditors
• Create good working relationships with team members and both internal finance stakeholders and the business stakeholders within the Pallas portfolio

JOB QUALIFICATIONS:

• AAT qualification would be advantageous
• Previous experience in transactional functions.
• Commercial acumen and financial analysis skills
• Excellent IT skills including a high level of proficiency in Excel
• Experience of Microsoft Great Plains and Concur software would be an advantage.

Your personal characteristics will include:

• You will have strong interpersonal skills with both written and verbal communication skills at all levels, with a confident and professional telephone manner
• A demonstrated ability to process large quantity of data quickly and effectively, to deliver results
• You will have a strong work ethic and be highly organised and methodical
• Solution-focused, with the ability to prioritise and manage multiple tasks
• Persistent and resilient under pressure
• You will be detailed oriented and accurate with the ability to review your own work and detect and fix errors prior to your manager’s review
• A good team player, who can work on their own initiative as well as follow guidance and instructions from senior members of the team
• Self‑motivated, resourceful, and keen to learn and share knowledge
• Adaptable and flexible in a fast‑paced environment.

Business Unit: Ceres Finance

Scheduled Weekly Hours: 37.5

Number of Openings Available: 1

Worker Type: Regular

More About Jonas Software:

Jonas Software is a leading provider of enterprise management software solutions, serving a wide range of vertical markets including hospitality, healthcare, construction, education, personal care, fitness, leisure, moving and legal services, to name a few. Within these markets, Jonas is comprised of over 65 distinct brands, each a respected leader in its domain. Jonas’ vision is to be the branded global leader across these verticals and to be recognized by customers and industry stakeholders as the trusted provider of “Software for Life.” We are committed to technology, product innovation, quality, and exceptional customer service. Jonas Software supports over 60,000 customers in more than 30 countries. We employ over 6,000 skilled professionals, including industry experts and technology specialists. Across our broader network, we support a global workforce of more than 30,000 employees. Headquartered in Canada, Jonas Software has a global footprint with offices around the world. We’re a 100% owned subsidiary of Constellation Software Inc., based in Toronto, publicly listed on the TSX (CSU.TO), and a member of the S&P/TSX 60 Index.

IS THIS YOU?

At Vesta, we have long realised that our greatest asset is our employee base. As such we strive to provide our team with a fantastic working environment and an enriching career, which we know will translate into world‑class service to our valued clients. This allows Vesta Software Group to maintain and extend our lead as the premier software and services provider in each of our markets. If being part of a growing organization that moves at a fast pace and constantly strives to get better each and every day is what you are looking for, then we want to hear from you. Everyone has heard the sports analogy “to be the best, you have to beat the best”; well at Vesta Software Group we have tweaked that slightly to fit vertical market software. We believe to be the best you have to hire and retain the best!!! Vesta Software Group is an Equal Opportunity Employer. If you need accommodation for a disability at any stage of the application process or want more information on our accommodation policies, contact recruitment at [e-mail] Vesta Software Group is part of a CSI group of companies.