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Job Purpose
To support our accounting team at our Garforth branch (Clever Accounts). This role is a mix of finance duties, we are looking for an all-rounder.
Key Responsibilities
Credit Control:
- Manage and monitor trade debtors to ensure timely collection of outstanding debts.
- Communicate with customers to resolve overdue accounts and negotiate payment plans, where appropriate.
- Prepare and distribute monthly statements to customers and reports to management.
Direct Debit Management:
- Set up and manage direct debit mandates for customer accounts.
- Ensure accurate processing of direct debit transactions.
- Handle any issues or disputes related to direct debit payments.
- Maintain records of direct debit agreements and ensure compliance with regulatory requirements.
Payment Reconciliation:
- Reconcile incoming payments with customer accounts and invoices.
- Investigate and resolve payment discrepancies and unidentified payments.
- Prepare daily, weekly, and monthly reconciliation reports.
- Collaborate with the finance team to ensure accurate recording of transactions.
Customer Relations:
- Build and maintain strong relationships with customers and internal stakeholders.
- Provide excellent customer service and respond promptly to inquiries.
- Address and resolve customer complaints and issues effectively.
Compliance and Reporting:
- Ensure compliance with company policies and financial regulations.
- Assist in the preparation of financial reports and audits.
- Maintain accurate and up-to-date records of all transactions and communications.
Qualifications and Skills
Education:
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field desired but not essential.
Experience:
- Minimum of 3 years of experience in credit control, debtor control, or a related financial role.
- Experience with direct debit operations and payment reconciliation is highly desirable.
Technical Skills:
- Proficient in Microsoft Office Suite, particularly Excel.
- Experience with financial software, Xero
Core Competencies:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- High attention to detail and accuracy.
- Ability to work independently and as part of a team.
- Strong organisational and time management skills.
Additional Requirements
- Ability to handle sensitive and confidential information.
- Strong understanding of accounting principles and financial regulations.
- Proactive approach to identifying and resolving issues.
Benefits:
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Referral programme
- Store discount
- Work from home after the 6-month probation period
