Office-based, 37.5hrs Mon-Fri, Newtown, Wales
We are looking for a Finance assistant to provide support to the finance team, by processing all administrative processes required within the organisation to maintain the Sales and Purchase Ledger accounts.
Key Responsibilities
Sales Ledger & Credit Control
* Checking and producing sales invoices and credits
* Updating sales contracts for both new and existing customers, reviewing renewal contracts and updating accounts accordingly
li>Taking and processing credit card payments
* Processing of direct debit forms and direct debit notifications
* Bank reconciliations
* Sending statements to customers
* Communicating with customers via email to answer queries
* Communicating with customers via telephone to chase overdue debts
Purchase Ledger
* Check all incoming invoices and enter into Microsoft Dynamics
* Send invoices for approval
* Approval of engineer invoices
* Check supplier/installer statements
* Request purchase credits and ensure they are received and processed
* Prepare remittance advice notes for emailing
* Ensure supplier and installer contact and account information is up to date and recorded accordingly
General
* Maintain and develop relationships with colleagues, customers and suppliers
* Deal with high levels of calls and emails in a timely manner
* Assist with any other finance tasks required
About You
* Excellent communication and organisational skills, both verbal and written
* Attention to detail
* Good IT skills, which must include Excel and other Microsoft packages
* Excellent time keeping
* Ability to work both independently and as part of a busy team
* Previous experience working within a busy financial role is preferred however not essential as full training will be provided
To apply for this role, please complete the fields below and attach a CV and cover letter.
Please note that you must have the right to work in the region this job is listed in.
Seniority Level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
IT Services and IT Consulting
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