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Transactional Specialist

Role overview

Qualifications

  • AAT qualification would be advantageous
  • Previous experience in transactional functions
  • Commercial acumen and financial analysis skills
  • Excellent IT skills including a high level of proficiency in Excel

Responsibilities

  • Match supplier invoices to purchase orders/goods received documentation
  • Resolve any discrepancies and deal with supplier queries
  • Ensure customer invoicing, supplier invoices, expenses, and other transactional tasks are delivered to an acceptable standard
  • Complete month end tasks including handovers to management accountants

Key facts

Other skills

  • Microsoft Excel
  • Social Skills
  • Non-Verbal Communication
  • Problem Solving
  • Teamwork
  • Adaptability
  • Organizational Skills

About the company

Vesta Software Group logo

Vesta Software Group

Holding Companies

ABOUT VESTA SOFTWARE GROUP The Vesta Software Group acquires, manages, and builds software companies in a variety of vertical markets, enabling them to be clear leaders in their industries. Our companies provide mission-critical enterprise solutions for vertical industries across the entire industry value chain. As an operating group of Jonas Software Group, the Vesta Software Group is all about strengthening businesses within the markets in which we compete and enabling them to grow – whether through organic measures such as new initiatives and product development, day-to-day business, or through acquisitions. We look for investment opportunities in companies, technologies or ideas that add value to these markets and we invest in our companies for the long-term. By tailoring our approach to each opportunity, we offer flexible terms that address the needs of businesses at any stage of growth. Learn more about our acquisition criteria, and contact us to discuss growth opportunities for your business. ABOUT JONAS SOFTWARE Jonas Software Group is a global provider of software solutions to a number of vertical industries. As an operating group of Constellation Software Inc., Jonas acquires, manages, and builds specific software businesses which provide specialised, mission-critical software solutions. Jonas companies invest in becoming leaders in their industries to better serve their customers. We help companies improve their operations, grow through organic initiatives, and seek acquisitions that can strengthen their market position. ABOUT CONSTELLATION SOFTWARE Constellation Software Inc (CSI) is the corporate parent of Jonas Software and the Vesta Software Group. Constellation Software is a publicly-traded (TSX: CSU) international provider of market-leading software and services to select industries, both in the public and private sectors.

Company details

Company typeSME
IndustryHolding Companies
Company size201 - 500

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Job description

                                                                                    

Job Description:

Transactional Specialist - Vesta Software Group UK (Ceres Portfolio)

The Vesta Software Group acquires, manages, and builds software companies in a variety of vertical markets, enabling them to be clear leaders in their industries. Our companies provide mission-critical enterprise solutions for vertical industries across the entire industry value chain. 

Being a portfolio group of Jonas Software (within Constellation Software Inc.), the Vesta Software Group is all about strengthening businesses within the markets in which we compete and enabling them to grow – whether through organic measures such as new initiatives and product development, day-to-day business, or through acquisitions. 

http://www.vestasoftwaregroup.com/ 

https://jonassoftware.com/ 

POSITION: 

We are seeking a dedicated professional Transactional Specialist to join our team on a full-time basis. The successful candidate will be an integral part of the finance team in a high growth organisation and will be responsible for participating in the day-to-day processes of the team.

Reporting into the Transactional and Credit Control Manager and working for a selection of companies within the Ceres Portfolio, you will be responsible for the delivery of accounting information within a high-performance culture. Vesta operates in a casual working environment and promotes both team and individual growth.

This role is based in Wallingford, but Vesta operates across multiple geographical locations and therefore the role may require some travel to UK sites.

To be successful in the role you will also need a high degree of personal initiative and the ability to interact with non-financial managers and staff at all levels.

This is a fantastic opportunity for an experienced Transactional Specialist to progress and begin a career with the Company.

JOB RESPONSIBILITIES:

This is a multi-faceted role, across multiple Pallas companies, where the post holder will be expected (but is not limited) to:

  • Match supplier invoices to purchase orders/goods received documentation and ensure they are appropriately authorised, and booked into accounting system

  • Resolve any discrepancies and deal with supplier queries

  • To ensure that customer invoicing, supplier invoices, expenses and other transactional type tasks are delivered to an acceptable standard and within allotted timescales 

  • To ensure month end tasks are completed including handovers to management accountants and other analytical / control information such as run rates and deferred pivots 

  • To ensure the support and other inboxes for all systems (GP, concur etc.) are adequately covered and the service to end users is efficient. This will include the monitoring of performance versus SLA’s

  • Assist in projects for systems or process improvements as well as projects provided by the Divisional Finance Manager or your direct manager. 

  • Contribute to the success of the overall corporate strategy

  • Process cash allocation where necessary.

  • Implement improvements to existing processes / systems as required

  • Involvement with integrations of new business units

  • Undertake ad hoc and other finance duties as required

  • Complete accurate and thorough handovers to the management accountants at month end

  • Manage, lead and develop direct reports.

  • Contribute to the implementation of new ERP or CRM systems regarding Transactional functionality where necessary.

  • Provide relevant training to new and existing team members

  • Assist with external/internal audit requirements, including deliverables including samples to the external/internal auditors 

  • Create good working relationships with team members and both internal finance stakeholders and the business stakeholders within the Pallas portfolio 

JOB QUALIFICATIONS:

  • AAT qualification would be advantageous

  • Previous experience in transactional functions.

  • Commercial acumen and financial analysis skills 

  • Excellent IT skills including a high level of proficiency in Excel 

  • Experience of Microsoft Great Plains and Concur software would be an advantage. 

Your personal characteristics will include:

  • You will have strong interpersonal skills with both written and verbal communication skills at all levels, with a confident and professional telephone manner

  • A demonstrated ability to process large quantity of data quickly and effectively, to deliver results

  • You will have a strong work ethic and be highly organised and methodical

  • Solution-focused, with the ability to prioritise and manage multiple tasks

  • Persistent and resilient under pressure

  • You will be detailed oriented and accurate with the ability to review your own work and detect and fix errors prior to your manager’s review

  • A good team player, who can work on their own initiative as well as follow guidance and instructions from senior members of the team

  • Self-motivated, resourceful, and keen to learn and share knowledge

  • Adaptable and flexible in a fast-paced environment.

                                                                                    

Business Unit: 

Ceres Finance

                                                                                    

Scheduled Weekly Hours:

37.5

                                                                                    

Number of Openings Available:

1

                                                                                    

Worker Type:

Regular

Career Site:

                                                                               

More About Jonas Software:

Jonas Software is a leading provider of enterprise management software solutions, serving a wide range of vertical markets including hospitality, healthcare, construction, education, personal care, fitness, leisure, moving and legal services, to name a few. Within these markets, Jonas is comprised of over 65 distinct brands, each a respected leader in its domain.

 

Jonas’ vision is to be the branded global leader across these verticals and to be recognized by customers and industry stakeholders as the trusted provider of “Software for Life.” We are committed to technology, product innovation, quality, and exceptional customer service.

 

Jonas Software supports over 60,000 customers in more than 30 countries. We employ over 6,000 skilled professionals, including industry experts and technology specialists. Across our broader network, we support a global workforce of more than 30,000 employees.

 

Headquartered in Canada, Jonas Software has a global footprint with offices around the world. We’re a 100% owned subsidiary of Constellation Software Inc., based in Toronto, publicly listed on the TSX (CSU.TO), and a member of the S&P/TSX 60 Index.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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