Sureserve is a trusted partner for housing associations, local authorities, and residents, delivering high-quality compliance and energy services. Our focus on energy efficiency, safe and compliant homes, and enhanced quality of life makes us a leader in the industry. With nationwide reach, regional expertise, and a commitment to excellent service, we are well-positioned to support our clients now and in the future.

Overview of role:

This role sits within the finance function with a strong focus on sales ledger, transactional processing, and data integrity. It is responsible for accurately raising and managing client invoices and credit notes, maintaining clear financial records, and supporting timely cash collection by resolving queries and assisting with credit control. The position also oversees purchasing card administration, including reconciliation, expense posting, and ensuring correct coding within the finance system. Alongside this, the role contributes to improving data quality across systems by supporting data cleansing and maintaining accurate supplier and client records. Working closely with internal teams plays a key part in ensuring financial processes run efficiently while remaining adaptable to broader finance support and evolving business needs.

Key Responsibilities:

• Raise, review and issue accurate sales invoices/credit notes to clients in line with contract terms

• Maintain a complete and organised invoice register/valuation spreadsheet

• Identify and escalate disputed invoices, working with internal teams to resolve queries efficiently and minimise delay to payment

• Assisting with credit control and cash flow when needed

• Issue monthly client statements and respond to account queries in a professional and timely manner Process purchasing card transactions on a weekly basis & costing into MRI, liaise with cardholders to obtain supporting receipts and documentation for all transactions in a timely manner

• Reconcile purchasing card statements to weekly reports, investigating and resolving any discrepancies or missing items

• Post credit card expenses and purchase invoices accurately into the finance system, ensuring correct coding, authorisation and entity allocation

• Support the cleaning of data by helping senior accounting staff and IT create common data fields across systems. You will own the data mapping process and be the key source for the entering of new vendors and clients across systems

• These duties are not 'limited' or 'fixed' and you may be required to take on additional reasonable responsibilities, as our business needs change

• Adherence to all company policies, procedures and work instructions as relevant

Education, Experience and Qualifications:

• Proficient in Microsoft Excel, including the use of VLOOKUP, pivot tables and data filtering for ledger reconciliation

• First-rate communication skills, with the ability to develop and maintain effective working relationships with colleagues, clients, and suppliers

• Strong attention to detail with the ability to process high volumes of transactions accurately

• Flexible and adaptable, with a ‘can do’ attitude

• Ability to multi-task and to prioritise workload

• Previous experience supporting both purchase and sales ledger functions, ideally across multiple entities or subsidiaries (2 years)

• Exposure to credit control activities, including debt chasing and statement management

• AAT studier or part-qualified, or equivalent finance qualification

• Knowledge of Business Central is desirable but not essential

• Essential: Ability to travel to office location with limited access to public transport

What We Offer:

We offer a range of benefits designed to support your lifestyle whilst working for Sureserve and outside of work, some of these include:

• Competitive salary

• 24 days annual leave plus bank holidays

• Sureserve Benefits Hub, accessing over 1000’s retail discounts

• Virtual GP service, 24/7, 365 days, available for employees and your immediate family

• Employee assistance programme (EAP), available 24/7. 365 days, for employees and your immediate family

• Bike2Work scheme

In addition, the role offers:

• Sureserve Benefits Hub, accessing over 1000’s retail discounts

• Virtual GP service, 24/7, 365 days, available for employees and your immediate family

• Employee assistance programme (EAP), available 24/7. 365 days, for employees and your immediate family

• Home & Electronics – salary sacrifice purchase scheme

Sureserve is an equal opportunities employer, dedicated to nurturing a diverse and inclusive work environment. We are committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status.

Reasonable Adjustments

As part of our commitment to Inclusivity, we offer reasonable adjustments throughout the recruitment process for individuals who may require them. If you feel you need any adjustments, please contact .

Pre-employment Checks

Successful applicants will be subject to eligibility checks with a 3rd party, including the right to work in the UK and DBS checks.

The information given above is intended to provide an understanding and appreciation of the workload of the job and its role within Sureserve. The job description outlines the main purposes in general terms only and is not intended to be prescriptive.

You may be required to carry out other duties in order to commensurate with the post. This will not change the character or purpose of the post but will be necessary to maintain high standards of business practice. The post-holder will be expected to participate in developing Sureserve Quality Standards.

This job description, through Business reasons, may be altered from time to time to meet the changing needs of the Company.