Finance Assistant (Sales Ledger)
Leeds Office
Full Time
About Zuno
When you join Zuno, you join more than a trailblazing installation company. You become part of a rapidly growing team of experts. A proud partner with E.on, EDF Energy, Worcester Bosch, B&Q, Tesla, and Rangers/Watford Football Clubs – among others. Backed by Brookfield and a part of the HomeServe group, a team that works together to empower our customers' homes and lives.
Zuno offers…
A great team culture – You will work across departments to make incredible things happen. Then, celebrate regularly with team socials and annual parties.
A market-leading tech platform – Our team of developers is constantly improving our award-winning platform to support customers and engineers.
Employee progression – We're passionate about our products and enjoy helping others. We also encourage extra training to support career progression.
Customer champions – Our unique online journey empowers our customers. And through our award-winning app, we provide ongoing five-star support throughout the lifetime of our products.
Award-winning products – We work with leading manufacturers to install high-quality products, with many being Which? and Quiet Mark approved.
Global investors – We're proud to be backed by Brookfield and part of the HomeServe Group
Summary of the Role
We are seeking an experienced Finance Assistant to join our growing Transactional Team within the Finance Department. The role will primarily focus on managing the sales ledger function, covering customer invoicing, credit control, rebates and refunds, cash allocation and reconciliation, while building strong working relationships with customers across the business.
The successful candidate will be confident working with large data sets, ERP systems (ideally NetSuite, though not essential), and Excel spreadsheets, with strong attention to detail and accuracy. This is an opportunity to be part of a finance team that has grown significantly, where your contribution will help support the business through its next stage of growth.
Key Responsibilities
Sales Ledger & Invoicing
Raise and process sales invoices accurately and on time via the ERP system (NetSuite)
Process and apply for rebates in line with agreed commercial terms. Credit Control & Cash Collection
Assist the credit controller with chasing outstanding balances by phone and email to minimise overdue debt and support healthy cash flow.
Process remittances and allocate cash collected accurately against the correct customer accounts and invoices.
Customer & Stakeholder Management
Communicate directly with customers to resolve queries, disputes and account issues in a timely and professional manner.
Build strong working relationships with customers, balancing collections activity with excellent service.
Issue customer refunds and keep accurate refund records
Maintain accurate customer account records and ensure compliance with internal controls.
Work collaboratively with sales, customer service, operations and other teams across the business to resolve account queries and disputes.
Support colleagues and the wider business with ad hoc customer account queries.
Data & Reporting
Work with large data sets in Excel, using formulas to analyse, reconcile and report on customer account data.
Use a range of systems and portals (e.g. customer portals, banking platforms) to manage invoicing, collections and queries.
Other Transactional Duties
Assist with month-end tasks where required
Contribute to continuous improvement of sales ledger processes, embracing change as the business evolves.
Provide cover and support to colleagues across the wider transactional finance team as required.
Assist with ad hoc transactional and finance tasks as required.
Skills and Attributes Required
Technical & Finance Skills
Previous experience in a Finance Assistant, Credit Control, Sales Ledger or Accounts Receivable role.
AAT qualified, part qualified, or qualified by experience (QBE).
Strong Excel skills, including formulas and handling of large data sets.
Experience using ERP systems, ideally NetSuite, though this is not essential; comfortable picking up a wide range of systems and customer portals.
Solid understanding of sales ledger processes, credit control, cash allocation and reconciliations.
Personal Attributes
Excellent communicator, both written and verbal, confident speaking to customers by phone and email.
High attention to detail and accuracy, recognising that accurate data input is fundamental to the role.
A team player, willing to get stuck in and support colleagues wherever needed.
Continuous improvement mindset; agile and adaptable, with a ‘how do we make it work’ attitude as the business changes.
Able to work at pace and manage a varied workload.
Friendly, approachable and professional manner with both customers and colleagues.
Benefits:
30 days annual leave + bank holidays
Private medical cover with Aviva
4 x salary Death in Service cover with Zurich
Paid 6 months maternity pay after a year of service
Paid paternity pay after a year of service
Salary sacrifice pension matched up to 6%
Ongoing training & development opportunities
Social events
After probationary period
