Join Our Finance Team as a Sales & Purchase Ledger Clerk at The Beal Group!

Are you ready to elevate your career in finance? The Beal Group, a leading force in our industry, is seeking a dedicated and detail-oriented Sales & Purchase Ledger Clerk to join our dynamic Finance team in Cumbernauld.

About the Role:

As a Sales & Purchase Ledger Clerk, your responsibilities will be diverse and impactful, from managing sales invoices and credit notes to overseeing supplier payments and cash postings. You’ll be the go-to person for ensuring smooth financial transactions and accurate reporting.

Role and responsibilities;

Sales Ledger:

• Sales Invoice/CR Note Management: Post and email sales invoices and credit notes to customers daily.
• Payment Follow-Up: Coordinate with the Sales Team for proforma and payment follow-ups when necessary.
• Credit Control: Manage credit control processes via email and phone, address customer issues, and handle the issuance, follow-up, and reconciliation of customer account statements weekly/monthly.
• Cash Postings: Perform daily cash postings and allocations.
• Sales Invoice Reporting: Generate and review daily sales invoice reports.
• Banking Interface: Conduct daily banking interface operations and reconciliations.
• Bank Reconciliation: Execute daily bank reconciliations.
• Credit Checks: Process credit checks and open new customer accounts as required.

Purchase Ledger:

• Supplier Payments Review: Oversee the creditor payment listing, review, and approval process bi-weekly.
• Supplier Payments: Process daily supplier payments and manage cash postings and allocations.
• Supplier Communication: Handle incoming calls and emails from external suppliers daily.

General:

• Petty Cash: Operate, post, and reconcile petty cash on a daily/monthly basis.
• Staff Expenses: Process staff expenses as needed.
• Ad-Hoc Tasks: Perform general administrative tasks and assist with intercompany transactions and postings as required.

What We’re Looking For:

• Analytical Expertise: Strong analytical skills with keen attention to detail.
• Accounting Systems Knowledge: Proven experience with Sage or other accounting systems.
• MS Office Proficiency: Competent in navigating MS Office programs, especially Excel and Outlook.
• Pressure Management: Ability to work under pressure while maintaining accuracy and meeting strict deadlines.
• Communication: Exceptional verbal and written communication skills.
• Team Collaboration: Capable of working effectively both individually and as part of a small team.

Why The Beal Group?

At The Beal Group, we value our employees and are committed to fostering a supportive and rewarding work environment. If you’re ready to take on a rewarding role that challenges and grows your skills, apply now to join our finance team!