Account Assistant

• Adhere to dunning process to ensure customers pay to agreed terms, mitigating risk to the organization.
• Negotiate payment plans, recovering interest and ensuring collection deadlines are met.
• Provide weekly Customer account updates to the Credit Manager and debt recovery progress.
• Lead customer and sales team aged debt reviews.
• Evaluate customers regularly for risk of bad debt.
• Support month-end closing activities, ensuring timely completion of reporting and reconciliation tasks.
• Effectively execute internal practices in accordance with our policy and corporate guidelines.
• Support the external audit process and internal SOX compliance reviews.
• Contribute towards process improvements, utilising data analytics to deliver new initiatives.
• Ability to cultivate strong relationships with internal and external customers at various levels.
• Good knowledge of accounting and financial accounting.
• Fluent in Microsoft Excel.

• Knowledge of process improvement techniques and tools (ie. Six Sigma, Lean).
• Experience of Sarbanes-Oxley and/or other financial reporting governance controls.
• Prior job-related experience having worked within a fast-paced manufacturing/industrial environment, or within debt collection / recovery within credit finance insurance.
• Membership of the Institute of Credit Management (IoCM) or Institute of Export (MIEx).

Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

• Accurately gauges the impact and cost of errors, omissions, and oversights.
• Utilizes specific approaches and tools for checking and cross-checking outputs.
• Processes limited amounts of detailed information with good accuracy.
• Learns from mistakes and applies lessons learned.
• Develops and uses checklists to ensure that information goes out error-free.

Knowledge of successful approaches and techniques for dealing with change; ability to adapt to a changing environment and be comfortable with change.

• Adjusts to new or changing assignments, processes, and people.
• Demonstrates willingness to listen to other opinions.
  
  Provides examples of shifting from task to task.
• Identifies and considers alternative approaches to situations or problems.
• Accepts new or radical ideas with an open mind; avoids snap reactions.

Knowledge of and the ability to carry out strategies and tasks that support the mission and goals of the leader and the organization.

• Explains key concepts of exemplary followership.
• Accepts and provides honest and respectful feedback.
• Identifies styles of followership and associated behaviors or characteristics.
• Describes examples of ineffective followership and associated consequences.

Knowledge of an organization's billing requirements; ability to utilize the proper tools and follow accounts receivable practices and procedures.

• Performs major types of accounts receivable transactions.
• Prepares miscellaneous or special invoices.
• Maintains accounts receivable records as a regular part of daily work.
• Implements current accounting practices and closing cycle procedures and requirements.
• Processes payments, credits, debits and adjustments.

Knowledge of functions, features and capabilities of financial and accounting systems; ability to use financial and accounting applications specific to the organization.

• Locates relevant documentation and information.
• Names core financial and accounting applications.
• Identifies key functions of major financial systems.
• Describes planned changes to major applications.

Knowledge of tools, practices and considerations for general ledger; ability to update and validate general ledger data.

• Monitors and ensures the accuracy of one or more general ledger categories as a regular part of daily work.
• Analyzes the purpose, content, and distribution of standard G-L reports.
• Performs daily input into the general ledger as a regular part of the work.
• Works with chart of accounts and classifies transactions.
• Implements closing cycle process and associated feeds, requirements and procedures.