Montagu Evans
Credit Controller & Accounts Assistant
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Overview
Montagu Evans is a UK property consultancy that helps clients unlock value from complexity, because that’s where the most meaningful opportunities live.
Our purpose is to bring clarity, creativity, and conviction to the complex. We are experts who collaborate to create value, not just preserve it and our team is built for impact, not oversight.
We specialise in high-value, complex assets across the property lifecycle, where political, technical or commercial challenges demand a joined-up approach.
The Team/Department
The Finance team are an integral part of the firm and the Central Management Services department. The team is responsible for managing the firm’s finance function in all areas: from credit control, to accounts payable, expenses, management & partnership accounting, cash flow, budgeting and forecasting, as well as business partnering with the firm’s fee earning departments.
We work with all areas of the firm and, in conjunction with other teams within the Central Management Services function, support and advise the firm’s partners, departments and fee earners. Finance provides financial information on a regular basis to the executive committee and to the salary and remuneration committees.
The team currently consists of: a Chief Finance & Operations Officer (CFOO), Financial Controller (FC), 2x Financial Accountants, Credit Manager, 2 Credit Controllers, AP manager and Expenses Administrator.
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This role will sit within the Credit Control team, reporting to the Credit Control Manager. In addition, the role will provide support to other areas within the finance function.
Role Overview
We are looking for a finance professional, with a proactive approach and a keen eye for detail.
The individual will need to be “hands on” and able to work closely with finance team members and the wider business. Prioritising a heavy workload will be key, in addition to being excellent at customer relations.
As a member of the credit management team, you will assist with cash collections, which is integral to the cash flow of the firm.
This is an ideal opportunity to develop a broad skillset and gain experience within a busy finance team.
Responsibilities
- Manage refunds to clients – ensuring relevant checks have been performed
- Maintain/update firm details on supplier portals
- Manage accounts receivable inbox
- Liaise with fee-earners and billing teams to resolve disputed invoices
- Liaising with department Team Coordinators and Executive Assistants to ensure accuracy of client invoices
- Proactively chase overdue debts via email and phone
- Providing ME bank info to clients on request
- Assist with monthly client statement runs
- Update debtor account information in Netsuite.
- Produce CreditSafe reports, when requested
- Allocate cash receipts accurately and clear suspense items promptly
- Record & bank cheque receipts
- Prepare monthly bank reconciliation for Ratings management team, using Tramps.
- Record/update supplier bank details, performing independent checks where required
- Any additional duties as reasonably requested (e.g. support with audit requests)
- Assist with Ad-Hoc tasks across the finance team, such as various monthly balance sheet recs
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Qualifications
- Strong attention to detail
- Good communicator, both written and verbal
- Self-motivated
- Organised and committed
- Good knowledge of Microsoft packages, particularly Excel
- Reconciliation experience desirable
- Sales and purchase ledger experience
- Credit control experience advantageous
Innovation & AI Proficiency
Previous experience of working with various accounting systems (Oracle NetSuite, Tramps and Qlikview desirable).
Montagu Evans will only pay recruitment agency fees where a valid signed agreement exists, and the agency has been expressly instructed by our Talent Acquisition team to work on a vacancy.
We do not pay fees for unsolicited or speculative CVs submitted to Montagu Evans, our employees, or any representative of the business outside of our approved recruitment channels and processes.
Any candidate details submitted without prior instruction will be treated as unsolicited, and no fee will be due.
By submitting unsolicited CVs or candidate information to Montagu Evans, agencies acknowledge and accept these terms in full.
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