Sales Ledger & Billings Clerk

Job Opportunity: Sales Ledger & Billings Clerk

Company: Elevation Recruitment

Location: Leeds, United Kingdom

Professional Job Summary

The Sales Ledger & Billings Clerk is a critical function within Elevation Recruitment’s fast-paced finance department in Leeds. This role focuses on the end-to-end management of the accounts receivable lifecycle, specifically ensuring that the daily invoice pipeline is processed with high precision. Reporting to the Sales Ledger Manager, the clerk acts as a gatekeeper for financial compliance, managing complex client-specific invoicing requirements and supporting month-end closures. This position balances high-volume data entry with sophisticated intercompany settlements and cross-departmental communication.

Key Responsibilities

• Revenue Cycle Management: Monitor and action daily invoice pipeline reports to ensure all billable activity is posted within strict financial deadlines.

• Portal & Distribution Management: Oversee the accurate distribution of invoices, including manual uploads to diverse client-specific procurement portals.

• Billing Compliance: Conduct rigorous audits on all generated invoices to verify Purchase Order (PO) alignment, reference accuracy, and supporting documentation before approval.

• Intercompany Settlements: Manage non-cash settlement processes, including ledger housekeeping, investigating discrepancies, and facilitating group recharges.

• Query Resolution: Act as the primary point of contact for the shared billing mailbox, resolving complex invoicing disputes independently or through internal collaboration.

• Month-End Support: Assist the wider finance team with period-close activities, financial reporting, and data reconciliation.

• Credit Control Synergy: Provide tactical support to the credit control department during non-peak billing windows to optimize the company’s cash flow.

Required Qualifications & Skills

• Finance Operations Experience: Proven background in a high-volume, professional finance or accounting environment.

• Data Integrity: Exceptional accuracy in data input and a high standard of numeracy for financial reconciliations.

• Technical Proficiency: Strong working knowledge of Microsoft Excel (VLOOKUPs, Pivot Tables) and confident keyboard skills for ERP system navigation.

• Organizational Mastery: Ability to manage multiple deadlines and prioritize tasks in a high-pressure, “fast-paced” setting.

• Communication Excellence: The ability to explain financial discrepancies clearly to non-finance stakeholders and clients.

About the Company

Elevation Recruitment Group is a leading multi-disciplined recruitment firm in the North of England, known for its high-performance culture and commitment to employee development. Operating out of its Leeds hub, the firm supports a wide array of industries, including Finance, Engineering, and HR. Elevation prides itself on its “people-first” approach, providing a structured yet energetic work environment where the finance team serves as the backbone of the organization’s commercial success.

Market & Industry Context

Leeds is a primary UK financial and professional services hub, second only to London. In the current economic climate, the role of a Billings Clerk is vital for maintaining corporate liquidity. As businesses tighten their procurement processes, the need for “clean” invoicing—ensuring POs and compliance data are perfect the first time—is essential to prevent payment delays. This role is at the heart of ensuring Elevation Recruitment maintains healthy working capital in a competitive regional market.

Career Growth & Progression Path

The Sales Ledger & Billings Clerk role serves as an ideal entry point or mid-level stepping stone within corporate finance. Potential progression routes include:

1. Senior Sales Ledger Clerk / Billing Supervisor: Taking on specialized project work and overseeing junior team members.

2. Assistant Accountant: Moving into a broader accounting role by supporting the management accounts team.

3. Credit Risk Analyst: Leveraging billing and client portal knowledge to specialize in risk assessment and cash collection strategies.

Interview Preparation Insights

Expect the interview to focus heavily on Attention to Detail and Process Knowledge.

• The “Mistake” Scenario: Be prepared to describe a time you caught a significant error before an invoice reached a client.

• Portal Experience: If you have used specific portals (like Ariba, Tungsten, or Coupa), ensure you mention them.

• Prioritization: Prepare an answer on how you handle a sudden influx of free-text invoice requests while a month-end deadline is looming.

Estimated Salary Insight

• Market Estimate Based on Similar Roles: £24,000 – £28,000 per annum (Depending on experience). Typically includes benefits such as study support (AAT) and performance bonuses.

Suitable Qualifications and Courses

Job Interview Tips

Work Environment & Location Insights

Leeds is a vibrant, professional city with excellent transport links. Working in a “fast-paced finance team” means the environment is likely high-energy and collaborative. You will be expected to be office-based or on a hybrid schedule that aligns with the billing cycle. The city’s professional services sector provides a great backdrop for networking and long-term career stability in the North.

Compliance & Equal Opportunity Note

Elevation Recruitment is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. They are committed to building a team that represents a variety of backgrounds and perspectives.

Billing & Financial Accountability Matrix

Candidate Competency & Person Specification

• Operational Rigor: Ability to manage shared billing mailboxes independently and collaboratively.

• Risk Management: Capacity to identify potential billing risks and escalate to the Sales Ledger Manager appropriately.

• Leadership Traits: Uniquely requires experience in people management for a clerk-level role, suggesting a senior or supervisory trajectory.

• Relationship Management: Confident liaison skills to build working relationships across all levels of the business.

• Work Style: Self-motivated and goal-driven with a “proactive” approach to ad-hoc financial duties.