Transactional Services Lead

Job Title: Transactional Services Lead
Location: Cardiff City Centre (Hybrid: 2–3 days WFH after onboarding period)
Salary: up to £36,000 per annum plus excellent benefits
Hours: 9:00am – 5:00pm, Monday to Friday, with some flexibility
Contract: Permanent, full-time

Role Overview

Môrwell Talent Solutions is recruiting on behalf of a high-profile client in its search for a highly organised and motivated Transactional Services Lead to oversee the daily operations of their finance transactional services.

The role will involve direct supervision of one Purchase Ledger Clerk and one Sales Ledger Clerk, ensuring accurate invoice and expense processing, smooth ledger management, and robust financial controls. The successful candidate will also work closely with stakeholders across the organisation, supporting credit control and driving process improvements.

This is an excellent opportunity for someone with strong experience in purchase/sales ledger and supervisory responsibilities, with the added benefit of hybrid working once onboarding is complete.

Key Responsibilities will include -

• Lead the day-to-day operations of the transactional services function.
• Supervise, support, and develop one Purchase Ledger Clerk and one Sales Ledger Clerk.
• Oversee supplier invoice and staff expense processing, resolving queries efficiently.
• Reconcile supplier statements and resolve discrepancies.
• Review and approve supplier and expense payment runs.
• Support credit control activities to ensure timely debt collection.
• Monitor purchase and sales ledgers, ensuring accuracy and completeness.
• Track and report on KPIs, ensuring supplier terms are met.
• Maintain and improve financial controls and processes.
• Build strong working relationships across the finance function and wider business.

Skills, Experience & Requirements -

• Previous experience in a purchase and/or sales ledger function, with supervisory experience.
• Proficiency with Sage Intacct (desirable).
• Excellent IT skills, particularly with MS Office and finance systems.
• Strong interpersonal and communication skills.
• Ability to manage multiple priorities and maintain accuracy under pressure.
• Previous line management experience.
• Experience of process improvement and change management desirable.
• Understanding of payroll processes beneficial but not essential.

Benefits

• 25 days annual leave plus bank holidays.
• Pension scheme.
• Life assurance.
• Employee assistance programme.
• Free on-site parking.
• Free on-site gym.
• Hybrid working model (following onboarding).
• Additional employee discounts and wellbeing benefits.

This is a great opportunity to joining a fantastic Welsh brand and contribute to their overall success. If this sounds like the right role for you, please contract Môrwell Talent Solutions ASAP!