Financial Transactional Lead
Fixed Term Contract: 6 Months
Salary: £45,000
Location: Rubery, Birmingham
The Role
- Understand the current role requirements and document Standard Operating Procedures (SOPs) for tasks.
- Collaborate with the team to identify opportunities for automation and process streamlining.
- Assess team workload capacity and review findings with Financial Reporting Manager to ensure optimal utilisation.
- Provide support for the year-end audit and other ad-hoc requirements.
- Prepare a comprehensive handover for the incoming permanent replacement.
Responsibilities:
- Process Documentation & Improvement
- Document existing finance processes and Standard Operating Procedures (SOPs).
- Provide ongoing housekeeping and transactional support within NetSuite and Profit Plus.
- Support invoice finance reporting, reconciliations, and drawdowns.
- Assist with reporting requirements including turnover, rebates, buy-ins, and recharges.
- Closing the ledgers at month end & year end – reconciling control accounts
- Provide support for year-end audit activities and ad-hoc audit queries.
- Support weekly payment runs, cash management, credit control and bank reconciliations.
Your Background:
- Experience in finance operations within a multi-entity or group environment.
- Experience identifying or implementing process automation.
- Prior involvement in role handovers or transitional support roles.
- Strong understanding of transactional finance processes (AR, AP, bank reconciliations).
- Experience working with accounting systems
- Strong excel skills (VLOOKUP’s, Pivot tables)
- Experience working with NetSuite and/or Profit Plus accounting systems