Job Description

: Credit Control, Purchase Ledger & Bookkeeping

Location:

Burntwood, West Midlands

Employment Type:

Permanent, Office-Based

Systems:

Salesforce & Xero (experience required)

Salary:

26,000-28,000 per annum (Depending on Experience)

Overview

We are seeking a confident and detail-oriented individual to join our finance team in a combined

Credit Control, Purchase Ledger & Bookkeeping

position. This is an office-based role supporting the daily financial operations of the business. The role is ideal for someone with solid foundations in Xero bookkeeping, good communication skills, and the ability to manage credit control processes confidently via telephone and email.

Key Responsibilities

Credit Control

Proactively manage aged debt and maintain regular contact with customers via telephone and email. Issue statements, chase overdue invoices, and record all communication accurately. Resolve queries in collaboration with the operations team to ensure timely payment. Maintain up-to-date debtor notes and workflows in

Salesforce

.

Purchase Ledger

Process supplier invoices accurately and in a timely manner. Reconcile supplier statements and resolve discrepancies. Set up weekly/monthly payment runs in Xero. Maintain proper documentation and approval workflows (via Salesforce or Xero).

Bookkeeping (Xero)

Perform bank reconciliations and allocate transactions correctly. Post journals (accruals, prepayments, simple payroll journals where required). Assist with month-end routines and provide supporting information to senior finance. Maintain tidy ledgers to ensure reliable reporting.

Expenses & Payroll Support

Review and process staff expenses claims, ensuring compliance with policy. Assist with preparation of payroll data (hours, overtime, starters/leavers, adjustments). Liaise with external payroll provider if applicable.

General Finance Administration

Maintain accurate filing and digital record-keeping. Support with finance reporting pulled from Salesforce. Assist with customer onboarding checks and credit checks. Help with ad-hoc tasks during month-end, audits, and year-end. Provide general administrative support within the finance and operations teams.

Skills & Experience

Previous experience using Xero

(essential).

Working knowledge of Salesforce

or similar CRM (preferred/essential depending on your preference). Strong written and verbal communication, especially in credit control. Confidence speaking with customers regarding outstanding balances. Good organisational skills and attention to detail. Basic understanding of bookkeeping principles. Proficiency in Excel

Personal Attributes

Positive, proactive attitude and willingness to learn. Comfortable working in a busy office environment. Able to work independently and manage own workflow. Reliable, punctual, and professional in communication.
Job Types: Full-time, Permanent

Pay: 26,000.00-28,000.00 per year

Benefits:

Company events Company pension On-site parking Paid volunteer time Referral programme
Experience:

Xero: 1 year (required) Salesforce / similar CRM: 1 year (required)
Work Location: In person