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Job Purpose
Providing support to the finance team, by processing all administrative processes required within the organisation to maintain the Sales and Purchase Ledger accounts.
Job Purpose
Providing support to the finance team, by processing all administrative processes required within the organisation to maintain the Sales and Purchase Ledger accounts.
JOB DETAILS
* Office based, in Newtown, Wales
* Monday – Friday, 8:30 – 17:00 (37.5 hours)
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;
* 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;
* Communication 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;
* Dealing 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.
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Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
IT Services and IT Consulting
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