Financial Transactional Lead

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