Financial Transactional Lead

Financial Transactional Lead Fixed Term Contract: 6 Months Salary: £45,000 Location: Rubery, Birmingham The Role * Understand the current role requirements and document Standard Operating Procedures (SOPs) for tasks. * Collaborate with the team to identify opportunities for automation and process streamlining. * Assess team workload capacity and review findings with Financial Reporting Manager to ensure optimal utilisation. * Provide support for the year-end audit and other ad-hoc requirements. * Prepare a comprehensive handover for the incoming permanent replacement. Responsibilities: * Process Documentation & Improvement * Document existing finance processes and Standard Operating Procedures (SOPs). * Provide ongoing housekeeping and transactional support within NetSuite and Profit Plus. * Support invoice finance reporting, reconciliations, and drawdowns. * Assist with reporting requirements including turnover, rebates, buy-ins, and recharges. * Closing the ledgers at month end & year end – reconciling control accounts * Provide support for year-end audit activities and ad-hoc audit queries. * Support weekly payment runs, cash management, credit control and bank reconciliations. Your Background: * Experience in finance operations within a multi-entity or group environment. * Experience identifying or implementing process automation. * Prior involvement in role handovers or transitional support roles. * Strong understanding of transactional finance processes (AR, AP, bank reconciliations). * Experience working with accounting systems * Strong excel skills (VLOOKUP’s, Pivot tables) * Experience working with NetSuite and/or Profit Plus accounting systems