Finance Transactions / Sales Ledger Team Leader

Job title:

Finance Transactions / Sales Ledger Team Leader

Company

Sharp Consultancy

Job description

Behind the Desk: Getting to Know DanWelcome to the first instalment of Behind the Desk-a new series designed to help you get to know the consultants behind our business. First up is our Business Manager, Dan Williams. From his journey into the world of finance and accountancy recruitment to his thoughts on the future of the industry in Yorkshire, Dan shares personal insights, professional lessons, and even a few light-hearted confessions (including his go-to karaoke song!). Whether you’re a client, candidate, or colleague, this Q&A offers a great chance to get to know Dan a little better-both in and out of the office.​Understanding the Journey: Personal Insights and InspirationsCan you tell us a bit about your career journey so far? How did you end up in finance and accountancy recruitment? I’ve always had a keen interest in people-focused roles, which naturally led me to a career in recruitment. I started my journey in Sales where I developed strong relationship-building and analytical skills. Over time, I realized that finance and accountancy recruitment was the perfect fit-it allows me to connect talented professionals with the right opportunities while staying engaged with the ever-evolving financial landscape. It’s been a rewarding journey, and I enjoy making a real impact on businesses and candidates alike.When you’re not working, how do you like to spend your time? Any hobbies or interests?Outside of work, I spend most of my time with my wife and two young daughters who keep me on my toes! I also enjoy watching football and supporting the Might Reds! (Liverpool). I also try to hit the gym and stay fit and healthy, which helps me unwind and stay balanced. What’s the best piece of advice you’ve ever received?One of the best pieces of advice I’ve received is “Listen more than you speak-which is key to understanding people is key in any industry”. This has stuck with me throughout my career, especially in recruitment, where building relationships and maintaining trust is crucial. It’s a reminder that persistence, adaptability, and a genuine approach always pay off in the long run.​Industry Perspective: Lessons and Approaches in RecruitmentWhat do you enjoy most about working in recruitment, especially in the finance and accountancy sector?The most rewarding part of recruitment, especially in finance and accountancy, is being able to connect talented professionals with opportunities that genuinely align with their skills and career goals. The finance sector is always evolving, and I enjoy staying up to date with industry trends while building long-term relationships with both candidates and clients. Seeing the positive impact a great hire can have on a business-and knowing I played a part in that-is incredibly fulfilling.What’s one thing you wish more people knew about working in recruitment?I wish more people understood that recruitment is much more than just matching CVs to job descriptions. It’s about understanding people, businesses, and industries at a deep level. A good recruiter is a consultant, advisor, and problem-solver, working behind the scenes to create the right fit for both clients and candidates. There’s a lot of strategy, relationship-building, and market insight involved, making it a dynamic and rewarding career.What’s been the biggest lesson you’ve learned since starting in this industry?One of the biggest lessons I’ve learned is the importance of resilience and adaptability. Recruitment is a fast-paced industry where things don’t always go as planned-candidates decline offers, roles get put on hold, and market conditions shift. Learning to navigate these challenges while staying focused on long-term success has been invaluable. It’s all about persistence, building trust, and staying proactive in an ever-changing environment.​Lunch Laughs and Career WisdomWhat’s your favorite lunch to have at the office?A Meatball sub from the deli!What’s your go-to karaoke song (or the one you secretly love to sing)?My singing voice is best appreciated by the hard of hearing! And for those brave enough to endure my rendition of Livin’ On A Prayer, you might want to reconsider your life choices!If you could turn back time and give yourself one piece of advice at the start of your career, what would it be?I’d tell myself to focus on building genuine relationships and not stress too much about immediate results. Recruitment-and career success in general-is a long game, and the connections you build today can open doors in ways you don’t always expect. Also, don’t be afraid to take risks and step out of your comfort zone-it’s where the best opportunities are!​The Future in Focus: Aspirations and Industry OutlookWhat excites you the most in your career right now?Right now, I’m excited by the fast-paced evolution of the finance and accountancy sector and how recruitment is adapting to it. There’s a real demand for top talent, and it’s rewarding to help businesses find the right professionals while supporting candidates in securing roles that align with their career goals. The industry is always changing, and staying ahead of trends-whether it’s new regulations, digital transformation, or shifting job market dynamics-keeps things fresh and challenging.What do you think the future holds for finance and accountancy recruitment in Yorkshire?Yorkshire’s finance and accountancy sector continues to grow, with more businesses investing in specialist roles and embracing hybrid working models. I see a strong demand for skilled professionals, particularly in areas like financial analysis, risk management, and digital finance. As companies focus more on automation and data-driven decision-making, the need for top-tier talent will only increase. Recruitment will need to stay agile, building deeper partnerships with businesses to help them attract and retain the best people in an increasingly competitive market.If you could change one thing about the industry to improve it for candidates or clients, what would it be?I’d love to see even greater transparency and communication throughout the recruitment process. Sometimes candidates feel left in the dark after an interview, or clients don’t always have clear insights into candidate expectations. Improving communication and setting better expectations on both sides would make the process smoother and more efficient. Recruitment works best when it’s a true partnership, and fostering trust and openness benefits everyone involved.We hope you enjoyed getting to know Dan and gaining a glimpse into his journey, insights, and personality. Behind the Desk is all about celebrating the people who make our team special, and we’re excited to continue the series with more of our brilliant consultants. Keep an eye out for the next feature-you might just discover something new about the person on the other end of the phone (or email)!​Thinking About Joining the Team?If Dan’s story has inspired you and you’re interested in building a career in recruitment with a supportive, people-focused team-we’d love to hear from you. We’re always on the lookout for passionate individuals who want to make a real impact. Get in touch for a confidential chat about life at our company and the opportunities we have available.×Job details Posted 30 April 2025 Salary £29,000 – £31,000 Hybrid working, free parking, flexible working LocationLeeds Job type Discipline ReferenceLCO40621ConsultantSenior ConsultantFinance Transactions / Sales Ledger Team LeaderJob description​I am working with a fantastic organisation based in the Leeds area who are looking to bring a new Purchase ledger Clerk into the team as the current incumbent is retiring after long service.​The position is a perm offering and comes with a variety of additional benefits including Hybrid work pattern, flexible working and free parking.​The main responsibilities are listed below:​Complete the day-to-day management of 4 direct reports, including the setting and periodic review of objectives and deputising for the Finance Manager where necessary.Taking charge of the day-to-day functions of client invoicing and customer related transactions from our internal CRM system reconciled back to bank statements and the trial balance.Oversee the daily reconciliation processes to ensure all high-volume reconciliations of balance value.Own and maintain client relationships, ensuring sales invoices are raised in line with agreed SLA’s and monthly statements are issued.Identify and flag required changes to processes to the Finance Manager and be the front-line person driving in team efficiencies.Ensure all reconciliations are processed in a timely manner and that all accounts are reconciled to general ledger and incoming files / customer system.Assisting in the creation of new reconciliations, workflows and refinements and ensuring design of processes and reconciliations optimises efficiency.Creation of regular reporting on the status of the reconciliations and determine actions to be undertaken in order to meet internal and clients SLA’s.Ensure all sales invoices and payments are completed both efficiently and accurately.Building and maintaining relationships across the client portfolio.Provide clear reporting to the Finance Manager to enable escalation of issues to the business where appropriate.​We would be keen to hear from individual the following skills and experience:Previous Purchase Ledger experience is essentialPrevious experience in team managementExperience of working within Financial ServicesStrong problem-solving skills.Experience and working knowledge of high-volume reconciliationsProficient in Microsoft ExcelAbility to meet tight deadlinesExcellent attention to detail with a proactive approach to workIf you are looking to work for a highly rewarding business in a transactional Team Leader level role in Leeds with great benefits and work / life balance then get in touch straight away!​​​Sharp Consultancy is a finance and accountancy recruitment specialist assisting accounting and finance divisions of businesses in the Yorkshire and Derbyshire area. With over 30 years’ experience we pride ourselves on sourcing excellent finance professionals across all divisions of an accounts function.​Candidates must be eligible to work in the UK full time without restriction. To apply please send your CV to the e-mail address stated, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications, we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within seven days, please note that on this occasion your application has not been successful.​Sign up for job alertsIf you are a human, ignore this field Create alertYou agree to ourShare this jobSimilar JobsLeedsPermanent£25,000 – £28,000LeedsPermanent£25,000 – £28,000 Hybrid working, free parking, flexible workingYorkPermanent£28,000 – £30,000 Study SupportYorkPermanent£26,000 – £27,000 Hybrid working, equal pension contributions, health care cash back scheme

Expected salary

£29000 – 31000 per year

Location

Leeds

Job date

Thu, 01 May 2025 23:24:40 GMT

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