1. Job details

Job Title

Team

Sales & Purchase Ledger Accountant

Finance

Reports to

Management Accountant

2. Organisational context Join Us at The Centre for ADHD Research and Excellence: Shaping the

Future of Accessible Healthcare

At CARE ADHD, we're revolutionising private healthcare by making ADHD assessments and treatment more affordable and accessible to those who need it.

Our client-centred approach, combined with lean methodology and a focus on continuous improvement, drives our commitment to excellence. We embrace an innovative mindset, encouraging rapid learning and adaptation through our 'fail fast' ethos. With ambitious plans to become the largest ADHD service provider outside the NHS within the next five years, we are committed to pushing boundaries and fostering innovation.

Care is at the heart of who we are - in how we support patients, and in how we treat each other as colleagues. We believe the way we show up for each other is just as key as what we do.

Skills matter, but it s our mindset, behaviours and willingness to learn, adapt and improve that protect the supportive culture we have built, and help us thrive together.

3. Job purpose The Sales & Purchase Ledger Accountant will support the efficient operation of the finance function, ensuring the accurate processing and maintenance of sales ledger, purchase ledger, and payroll support activities. The role is responsible for maintaining high levels of accuracy, resolving queries promptly, and supporting strong financial controls across the business.

4. Structure Chart Chief Financial Officer

Commercial & Forecasting Manager, Financial Accounting Manager, Management

Accountant

Management Accountant

Sales & Purchase Ledger Accountant

Core Duties and Responsibilities (Key Result Areas)

Key responsibilities will include

Planning & Organising

Prioritise and manage daily sales ledger, purchase ledger, and payroll support tasks to meet operational deadlines.

Maintain accurate financial records and supporting documentation across multiple systems and platforms.

Monitor invoice approval workflows, payment schedules, and outstanding balances to support cash flow management.

Service Improvement

Identify opportunities to improve finance processes, controls, and system efficiencies.

Support the implementation of new systems and finance procedures,

adapting quickly to changing business requirements.

Assist with identifying and correcting data quality issues to improve reporting accuracy and financial integrity.

Analysis & Judgment

Investigate invoice, payment, payroll, and account discrepancies to determine root causes and implement corrective actions.

Analyse aged debt, unreconciled transactions, and supplier account balances to ensure accurate financial records.

Review financial and payroll data,



identify anomalies, and escalate issues where appropriate.

Exercise sound judgement when resolving customer, supplier, and subcontractor queries.

Support the reconciliation of incoming receipts and outgoing payments across finance systems.

Communication

Build and maintain effective working relationships with customers, suppliers,

subcontractors, payroll providers, and internal stakeholders.

Respond promptly and professionally to invoice and payment queries,

ensuring timely resolution.

Communicate effectively through Microsoft Teams, email, video conferencing, and telephone.

Collaborate with colleagues across departments to obtain information required for invoicing, reconciliations, and payroll activities.

Provide clear and accurate updates regarding outstanding transactions and finance-related issues.

Financial Management

Sales Ledger

Prepare and raise sales invoices for NHS and other customer income using internally generated data.

Upload invoices and supporting documentation to customer and NHS payment platforms.

Monitor and pursue outstanding debts, supporting timely collection of income.

Reconcile customer payments and maintain an accurate sales ledger.

Investigate and resolve customer invoice queries and payment delays.

Purchase Ledger

Prepare and issue subcontractor invoices based on activity data from internal systems.

Receive, review, and process approved supplier invoices within Approval

Max and Xero.

Investigate and resolve supplier and subcontractor payment queries.

Reconcile supplier accounts and resolve invoicing discrepancies.

Maintain accurate purchase ledger records and supporting documentation.

Payroll Support

Assist with payroll preparation by reviewing employee data, timesheets, and payroll inputs.

Validate payroll information and investigate discrepancies before submission.

Maintain confidentiality and compliance when handling payroll-related data.

Support accurate and timely payroll processing activities.

People Management

Work collaboratively across departments to support organisational objectives.

Share knowledge and contribute positively to team development and continuous improvement initiatives.

Research & Development

Support the evaluation and implementation of improvements to finance and payroll processes.

Contribute ideas to enhance efficiency, accuracy, and service delivery across the finance function.





Person Specification

Post Title

Sales & Purchase Ledger Accountant

Team: Finance

Below is an illustrative example to support hiring managers to consider the essential and desirable requirements and experience. This will help shape shortlisting criteria and understanding suitability for the role. Consider carefully the expectations needed for the role to be successful and what experience and knowledge could be developed in post.

Essential

Desirable

Education /

Training /

Qualifications equivalent level of experience of working at a junior level in specialist area.

studying towards a professional accounting qualification (ACCA/CIMA)

or

Knowledge &

experience

Previous experience working within a

Sales Ledger, Purchase Ledger, Accounts payroll support experience

Payroll administration or

Assistant, Bookkeeping, or Finance role.

including

UK Payroll experience

Experience processing sales invoices,

purchase invoices, credit notes and reconciliations.

Experience invoicing NHS organisations and using

NHS payment portals.

Experience monitoring aged debt and undertaking credit control activities.

Experience reconciling customer and supplier accounts and resolving discrepancies.

Experience using cloud-based accounting Experience supporting systems, preferably Xero.

process improvement initiatives.

.Skills &

Abilities

Demonstrates sound judgement when resolving financial queries and escalating issues appropriately.

Advanced Excel skills including Pivot Tables and

Lookups.

Able to understand how accurate financial processing contributes to organisational performance and cash flow.

Ability to analyse financial data, identify discrepancies and implement corrective actions.

Ability to work on own initiative and organise workload, allocating work as necessary, working to tight and often changing deadlines.

Strong organisational skills with the ability to manage competing priorities.

Proactive approach to problem-solving and continuous improvement.

Experience creating or improving finance procedures and documentation.

Ability to learn new systems quickly and adapt to changing business requirements.

Interpersonal

Skills

Excellent written and verbal communication skills. Ability to communicate professionally with customers, suppliers, subcontractors and colleagues.

Strong relationship-building skills and ability to work collaboratively across teams. Positive, proactive and customer-

focused approach.

Willingness to learn, develop and support colleagues.

Experience supporting stakeholders across multiple departments.

Flexibility, and the ability to handle a rapidly changing and ambiguous environment.

Ability to maintain confidentiality and handle sensitive information appropriately

📌 Finance Executive (Bengaluru)
🏢 Care ADHD
📍 Bengaluru