Schedule:
- Full-time (40 hours per week)
- Work during the Philippines' business hours but needs to be available during the UK morning meetings
Job Overview
We are seeking a detail-oriented and adaptable Accounts & Sales Ledger Administrator to join our growing team. This role is ideal for someone with strong Simpro and Xero experience who can quickly become an integral part of our finance operations. The successful candidate will be responsible for managing sales ledger activities, supporting customer-specific accounting processes, and assisting in the development of process documentation to improve efficiency and consistency across the business.
As our customer base continues to grow, the ability to adapt to changing priorities and handle varying client requirements is essential. We are looking for someone who is proactive, highly organized, and comfortable working in a dynamic environment.
Key Responsibilities
- Manage day-to-day sales ledger functions, including invoicing, payment allocations, and account reconciliations.
- Maintain accurate financial records and ensure data integrity within Simpro and Xero.
- Monitor customer accounts and follow up on outstanding payments where required.
- Process financial transactions accurately and efficiently.
- Assist with customer-specific accounting requirements and workflows.
- Create and maintain detailed processing manuals and standard operating procedures (SOPs) for individual customers.
- Prepare and maintain reports, spreadsheets, and financial data using Microsoft Excel.
- Support the wider finance and administration team with ad hoc accounting and administrative tasks.
- Identify opportunities to improve processes and contribute to operational efficiency.
- Ensure compliance with company procedures and financial controls.
Requirements
Essential Skills & Experience
- Previous experience in a Sales Ledger, Accounts Administration, Bookkeeping, or similar finance-related role.
- Strong working knowledge and hands-on experience with Xero.
- Experience using Simpro ERP/Simpro Service Management software.
- Excellent attention to detail and accuracy.
- Advanced proficiency in Microsoft Excel, including formulas, data management, reporting, and data analysis.
- Strong organizational and time-management skills.
- Ability to learn new systems and processes quickly.
- Adaptable and comfortable managing changing priorities and workloads.
- Excellent written and verbal communication skills.
- Ability to work independently while maintaining a high level of accountability.
- Experience managing customer-specific processes and requirements.
Preferred Skills & Experience
- Experience creating process documentation, SOPs, training guides, or operational manuals.
- Experience working within property maintenance, facilities management, construction, trade services, or similar industries.
- Experience supporting multiple clients, business units, or customer accounts with varying requirements.
Personal Attributes
- Detail-oriented and methodical in approach.
- Proactive problem solver.
- Flexible and adaptable to changing business needs.
- Reliable, dependable, and highly organized.
- Positive attitude with a willingness to take ownership of tasks.
- Continuous improvement mindset.