JOB TITLE: Credit Controller & Finance Support
RESPONSIBLE TO: Financial Controller
HOURS OF WORK: Full time 37.5 hours per week
DATE: April 2024
Location
Home based – with UK travel as required.
Limits of authority
Member of the Finance Team sharing in the collective responsibility for growth agenda and promotion of best practice for UK business.
Main Purpose of Job
To improve and maintain the Debtors Ledger and overdue balances. Support the Financial Controller during month end and year end routines.
Main Duties and Responsibilities
- Build relationships with Clients to enable timely collection of invoices
- Investigation of invoice queries for both Client and Patient/Insurance Companies
- Raising of Ad Hoc Invoices
- Raising of Ad Hoc Credit Notes
- Monitoring and reconciling of unallocated cash
- Uploading weekly invoices to Sage 200
- Updating Debtors spreadsheet with invoices
- Monthly preparation of Bad Debt Provision
- Monthly Sales Analysis by client
- Monthly allocation of sales by discipline
- Monthly Intercompany transfer journal
- Assisting with daily/weekly/monthly client reports
- Ad hoc tasks
Continuing Professional Development
· To be responsible for his/her continuing professional development and to take a proactive approach to maintaining personal and professional effectiveness in an evolving role.This also includes maintaining his/her own personal portfolio of CPD activities.
· To participate in the company’s performance appraisal process (staff annual joint review)
Other:
It is expected that as the organisation develops and changes, it may be necessary to vary the tasks and/or the responsibilities of the post holder.
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