Accountant Receivables

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