Credit Control

Credit Control & Banking Transition Assistant

• Contract: 6 months
• Location: Hybrid (3 days in the office/2 days WFH)
• Job Type: Full-time

We are seeking a detail-oriented and proactive individual to join our finance team as a Credit Control & Banking Transition Assistant. This role will primarily focus on credit control responsibilities while also assisting with a company-wide banking transition project. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to manage multiple tasks effectively.

Day-to-day of the role:

Credit Control:

• Perform daily cash allocations and direct debit payout reconciliations.
• Monitor and manage outstanding invoices, ensuring timely collections.
• Contact customers regarding overdue payments and negotiate payment plans where necessary.
• Maintain accurate records of communications with clients regarding payments.
• Reconcile accounts and resolve discrepancies efficiently.
• Prepare reports on outstanding debts and escalate issues as needed.

Banking Transition Support:

• Answer phone calls to verify and confirm new bank details with clients and suppliers.
• Complete vendor forms with updated bank details and submit them as required.
• Liaise with internal departments and external partners to ensure a smooth transition.
• Maintain clear and accurate documentation of the banking change process.

Required Skills & Qualifications:

• Previous experience in credit control, accounts receivable, or finance administration.
• Strong communication skills, both written and verbal, with a professional phone and email manner.
• High level of accuracy and attention to detail when handling financial data
• Ability to manage time effectively and prioritise tasks in a fast-paced environment.
• Proficiency in Google and Microsoft Office (Excel/Google Sheets, Slack) and accounting software (e.g., NetSuite, Xero, Sage).

Benefits:

• Hybrid working model (3 days in the office, 2 days WFH).
• Comprehensive training during the first 2-4 weeks (full-time office presence).

To apply for the Credit Control & Banking Transition Assistant position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.