Purchase Ledger Clerk

Role: Ledger Clerk
Location: Wortley, Leeds
Job Type: Permanent, Full-time
Salary: £28,000 - £30,000 Per Annum (DOE)

About the Opportunity

Morson Edge Finance is partnering with an established organisation to recruit a Sales & Purchase Ledger Clerk into its finance team.

This is a hands-on opportunity for someone with previous transactional finance experience who is looking to take ownership of both purchase and sales ledger activities within a busy finance function. The role will involve managing day-to-day ledger processes, maintaining accurate financial records and ensuring invoices, payments and customer receipts are processed efficiently and to deadline.

You will work closely with suppliers, customers and internal departments, with responsibility across invoice processing, supplier statement reconciliations, customer invoicing, credit control, payment runs and banking allocations.

Key Responsibilities

• Matching and coding supplier invoices
• Allocating and reconciling supplier statements
• Monitoring the purchase ledger inbox and resolving supplier queries
• Liaising with internal departments to follow up on outstanding invoices
• Dealing with inbound supplier queries and calls
• Scheduling supplier payments and assisting with monthly BACS payment runs
• Following established processes for invoice management and filing
• Raising customer invoices and credit notes
• Chasing outstanding customer payments and resolving invoice queries
• Reviewing daily banking and allocating customer receipts against invoices
• Setting up new customer accounts, including issuing account forms and completing initial credit checks
• Monitoring customer accounts and identifying high-risk accounts and slow payers
• Assisting with relevant audit requests
• Providing finance cover during periods of holiday or sickness where required
• Supporting the wider finance team with day-to-day transactional activities

About You

We are looking for someone with previous experience within a Purchase Ledger, Sales Ledger, Accounts Assistant or similar transactional finance role who is comfortable managing a varied workload across both sides of the ledger.

You should have:

• Previous experience within a transactional finance role
• Experience across purchase ledger and/or sales ledger processes
• Good understanding of invoice processing and supplier statement reconciliations
• Experience preparing or assisting with BACS payment runs
• Experience raising customer invoices and dealing with payment queries
• Good attention to detail and accuracy
• Confident communication skills when dealing with suppliers, customers and internal departments
• Good organisational skills and the ability to work to deadlines
• Experience using finance systems and Microsoft Excel
• A reliable and proactive approach to managing your own workload

What’s on Offer

• Competitive salary and benefits package
• Full-time working pattern
• Opportunity to work across both Sales and Purchase Ledger
• Supportive finance team environment
• Opportunity to develop broader transactional finance experience
• Long-term opportunity within an established organisation

This represents a good opportunity for an experienced transactional finance professional looking for a varied role covering both Sales and Purchase Ledger, with the opportunity to take ownership of a broad range of day-to-day finance responsibilities.

Unfortunately, due to the anticipated volume of applications, we are only able to respond to candidates who have been shortlisted for an initial discussion. We apologise in advance if you do not hear from us on this occasion and thank you for your interest in the opportunity.