Key Responsibilities

Sales Ledger & Invoicing

• Raise and process sales invoices accurately and on time via the ERP system (NetSuite)
• Process and apply for rebates in line with agreed commercial terms.

Credit Control & Cash Collection

• Assist the credit controller with chasing outstanding balances by phone and email to minimise overdue debt and support healthy cash flow.
• Process remittances and allocate cash collected accurately against the correct customer accounts and invoices.

Customer & Stakeholder Management

• Communicate directly with customers to resolve queries, disputes and account issues in a timely and professional manner.
• Build strong working relationships with customers, balancing collections activity with excellent service.
• Issue customer refunds and keep accurate refund records.
• Maintain accurate customer account records and ensure compliance with internal controls.
• Work collaboratively with sales, customer service, operations and other teams across the business to resolve account queries and disputes.
• Support colleagues and the wider business with ad hoc customer account queries.

Data & Reporting

• Work with large data sets in Excel, using formulas to analyse, reconcile and report on customer account data.
• Use a range of systems and portals (e.g. customer portals, banking platforms) to manage invoicing, collections and queries.

Other Transactional Duties

• Assist with month-end tasks where required.
• Contribute to continuous improvement of sales ledger processes, embracing change as the business evolves.
• Provide cover and support to colleagues across the wider transactional finance team as required.
• Assist with ad hoc transactional and finance tasks as required.

Skills and Attributes Required

Technical & Finance Skills

• Previous experience in a Finance Assistant, Credit Control, Sales Ledger or Accounts Receivable role.
• AAT qualified, part qualified, or qualified by experience (QBE).
• Strong Excel skills, including formulas and handling of large data sets.
• Experience using ERP systems, ideally NetSuite, though this is not essential; comfortable picking up a wide range of systems and customer portals.
• Solid understanding of sales ledger processes, credit control, cash allocation and reconciliations.

Personal Attributes

• Excellent communicator, both written and verbal, confident speaking to customers by phone and email.
• High attention to detail and accuracy, recognising that accurate data input is fundamental to the role.
• A team player, willing to get stuck in and support colleagues wherever needed.
• Continuous improvement mindset; agile and adaptable, with a ‘how do we make it work’ attitude as the business changes.
• Able to work at pace and manage a varied workload.
• Friendly, approachable and professional manner with both customers and colleagues.

Benefits:

• 30 days annual leave + bank holidays
• Private medical cover with Aviva*
• 4 x salary Death in Service cover with Zurich*
• Paid 6 months maternity pay after a year of service
• Paid paternity pay after a year of service
• Salary sacrifice pension matched up to 6%
• Ongoing training & development opportunities
• Social events

***After probationary period