Sales Ledger Clerk

The Portfolio Group
Closing date
15 Jul 2022

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Contract Type
Full Time
The Portfolio Group are working with a rapidly expanding Health Tech organisation based in the Manchester area, looking to take on a Graduate Professional Services. They are the fastest growing EAP provider in the industry and they have already had some great achievements, they were voted best place to work last year and their vision is to help everybody live healthier and happier lives. They have seen year on year growth sitting at around the 20% mark and have consistently produced impressive company profits. This is a newly created role which take ownership of the Sales Ledger process and fit into an established finance team. The role will be best suited to a recent Graduate with a degree obtained relatable to finance, numeracy or industry experience looking to develop their knowledge.

Day to day responsibilities as a Graduate Professional Services:
  • Processing and raising of sales invoices & credit notes
  • Monitor & chase in client contract documentation
  • Ensure that account and contract information is accurately recorded onto the sales information system
  • Maintain spreadsheet information for sales ledger use
  • Resolve any invoicing queries
  • Posting cash on a daily basis and allocating to the sales ledger
  • Processing direct debits
  • Dealing with queries in a timely manner
  • Running debtors' reports
  • Ad hoc reporting for the business where required
  • Assisting with Purchase Ledger and Finance when required.
  • As a role/task adhering to ISO approved policies and procedures

Essential Skills and Competencies:
  • An excellent eye for detail is essential for this role
  • Good know how on Microsoft packages including Excel
  • Enthusiastic, with a good work ethic
  • Confident with strong communication skills, experience dealing with customers' ideal
  • Competence and experience with Dimensions
  • Ability to work to strict deadlines
  • MS Office knowledge and experience



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