Transaction Team Leader

Transaction Team Leader

Location: Leeds Office

About Us:

When you join BOXT, you join more than a trailblazing installation company. You become part of a rapidly growing team of experts. A proud partner with EDF Energy, Worcester Bosch, B&Q, Tesla, and Rangers Football Club – among others. Backed by Brookfield and a part of the HomeServe group. And part of a team that works together to empower our customers' homes and lives.

BOXT 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 Quietmark approved.


• Global investors– We're proud to be backed by Brookfield and part of the HomeServe Group.

The Role:

Reporting to the Financial Controller, the Transaction Team Leader supports the business by:

1) Managing Accounts Receivable including all customer and supplier transactions

2) Managing Accounts Payable including self-billing and bulk invoicing

3) Managing a small team

4) Partner with credit control and management accounts team

Key Responsibilities:

Accounts Receivable

• Ensure customer receipts are correctly posted including finance company receipts.


• Produce reporting to support any receipt claims


• Manage queries and exceptions, resolving any discrepancies.


• Ensure partner rebates are processes on a timely basis in accordance with agreements.


• Ensure supplier rebates are processed on a timely basis in accordance with agreements.


• Manage queries and exceptions, resolving any discrepancies, provide any supporting documentation as required.


• Support cashflow forecasting processing in respect of receipts,

Accounts Payable

• Ensure supplier invoices are posted accurately and on a timely basis.


• Ensure invoice queries are resolve.


• Ensure balances on Netsuite are reconciled to supplier statements on a regular basis.


• Manage preparation of supplier payments runs for approval.


• Ensure payments are ready for approval as required.


• Manage remittance advices as part of payment process.


• Work with internal and external partners to make any improvements to Netsuite processes to enhance performance of the team.


• Support cashflow forecasting processing in respect of invoice payments and timing.

Team Management

• Support the development and training of the team.


• Improve systems and processes to best utilise the skills of the team.


• Partner with credit control and management accounts team.


• Work with management accounts team so ensure purchase invoice processes aligned.


• Work with credit control to support the follow up of overdue balances and queries

Key Requirements

• Ability to managing a small team.


• Experience of using excel and managing data.


• Attention to detail.


• Strong organisational skills: The ability to manage multiple tasks and deadlines is necessary.


• Good communication skills: The ability to communicate effectively with colleagues and stakeholders.

Benefits:

We have a great culture at BOXT, working closely together as one team. Our founders wanted to create a company that was disruptive, innovative, and forward thinking and they’ve created a positive, welcoming environment for people to work and thrive within.

Your benefits include…

• 30 days of annual leave (plus bank holidays)


• Free tea, coffee, fruit, and breakfast


• Modern offices


• Social events


• Ongoing training and development opportunities


• Enhanced Family Friendly Benefits


• Private medical cover*


• Company pension


• Death in service benefit*

* After probationary period

How to Apply:

If you’d like to join the BOXT team, then please send an email with your CV and get creative to tell us why you think you’d be a great fit for this role and our team.