Job Description
Our client is a long-standing family owned growing business. They now need a motivated Receivables Accountant to join a skilled and well established Finance team.
Key Responsibilities:
* Manage the end-to-end accounts receivable process, including posting customer receipts, handling daily cashbook entries, issuing customer statements, and processing credit notes.
* Act as a key point of contact for customer finance queries.
* Monitor and manage the Receivables email inbox, ensuring timely and professional responses.
* Conduct regular credit checks for customers, managing and updating credit limits accordingly.
* Negotiate and agree on customer payment plans, balancing customer relationships with business needs.
* Handle documentation related to customers entering administration or liquidation.
* Maintain accurate customer financial information.
* Utilise our CRM system (Salesforce) to log customer contact, call notes, and key correspondence. Keep detailed records of accounts on hold and agreed payment plans.
* Support the Financial Accountant with monitoring non-bank payment platforms (e.g., Stripe, PayPal).
* Participate in inter-departmental meetings, providing updates on pro-forma sales, customer stops, payment plans, and implementing corrective actions.
* Proactively identify and implement process improvements within the accounts receivable function.
* Maintain and update templates for sales invoices, credit notes, statements, and credit limit forms, coordinating with IT as needed.
* Collaborate with the Financial Accountant to develop and monitor KPIs related to sales, invoicing, customers, and debtors, including monthly reporting on Invoicing Accuracy.
* Prepare monthly debtors reports for management accounts, providing commentary on significant balances and risks.
* Assist the Financial Accountant with the preparation and updating of the Quarterly Bad Debt Provision.
* Provide ad-hoc cover for the Accounts Payable function, including entering supplier payments and verifying supplier bank details.
About You:
* Strives to provide excellent service to customers and internal stakeholders.
* A self-starter with the confidence and drive to take full responsibility for the accounts receivable process.
* Keen to grow and develop within a finance role, embracing continuous improvement.
* Has a passion for service excellence and is willing to go the 'extra-mile'.
Required Skills & Experience:
* Actively studying towards or part-qualified in a recognised finance qualification (AAT, ACCA, CIMA).
* Minimum of 3 years' experience working within an accounts receivable function.
* Excellent communication skills (both written and verbal) with the ability to build strong relationships.
* Strong attention to detail and accuracy in record-keeping.
* Proficient in Microsoft Office suite, particularly Excel.
* Ability to work effectively as part of a team and communicate financial information clearly to both finance and non-finance colleagues.
Desirable Skills:
* Familiarity with Microsoft Dynamics NAV, Salesforce, Stripe, or PayPal.
* Exposure to other areas of Finance (e.g., Accounts Payable, VAT, month-end processes, management accounts preparation).
Benefits:
* Competitive salary
* Outstanding Pension package
* Bupa Private Health
* Bupa Wellness Cash Plan
* My Benefits flexible benefits
* 25 days holiday
* Bonus
* Free on-site parking