Finance Assistant

Finance Administrator

Job Description – Finance Administrative Assistant.

Job Role:

Credit Controller primarily with ability to support with finance admin
Reporting to
1) Finance Manager
Direct Duties

• Processing and inputting of sales invoices & credit notes and ensuring all relevant details are correct before sending to client.

• Obtain purchase orders and invoice sign off from clients.

• Maintain the accounts receivable inbox, ensuring this is cleared and processed daily and queries resolved.

• Credit control duties – Contact customers by telephone and email, to chase upcoming and overdue invoices and ensure clients have all relevant documents required to enable payment but do so in a manner which maintains client relations.

• Reconcile customer accounts and investigate discrepancies.

• Monitor customer accounts to ensure payments are received within agreed credit terms.

• Assist with purchase ledger & payroll when required.

• Assist with budgeting, forecasting, and financial analysis as required.

• Ensure compliance with company financial procedures and internal controls.
Other duties

• Making payments over the phone or online portals.

• Further administrative duties to support the business as required; assisting with help desk queries & logging of jobs onto big change when required.

• Raise and issue purchase orders to support operation team.

• Assisting with general telephone enquiries.

• Ability to be flexible & cover other duties when required

• Ensure the office is kept clean & tidy; emptying bins and cleaning up when required.

• Provide flexibly in terms of working hours to support the business needs when required.

• General accounts & finance administration.
Skills / attributes required

• Previous experience in Credit Control, Finance Administration, Accounts Receivable, or a similar finance role.

• Be competent with both Xero & preferably Big change software systems (training can be provided if required)

• Advanced user of Microsoft Outlook / PowerPoint / Word / Excel

• Strong understanding of accounting principles and financial processes.

• Excellent communication and negotiation skills.

• Hard working with an enthusiastic attitude towards working and others

• The ability to be proactive and open to change.

• Demonstrates the ability to be an efficient worker & prioritises workload

• Strong organisational and time management skills.

• Having a wider knowledge of other team members duties when on leave