Credit Control/Finance Assistant

Fantastic opportunity to join a very good client of ours based in Hoddeson...

Our clients are seeking a Credit Control/Finance Assistant.

Key Responsibilities:

Credit Control:

Manage end-to-end credit control processes, ensuring timely and accurate collection of outstanding payments.

Collaborate with the finance manager to monitor customer credit limits and terms.

Conduct regular credit assessments and propose credit limit adjustments as necessary.

Communicate with customers to establish payment plans, negotiate payment terms, and resolve payment disputes.

Proactively monitor customer accounts to identify and address potential payment issues.

Conduct credit checks on new and existing customers to assess creditworthiness.

Maintain accurate records of customer interactions and payment history.

Provide regular reports to the Finance Manager on the status of accounts receivable.

Ensure compliance with all relevant financial regulations and company policies.

Assist with other ad-hoc finance tasks as required.

Onboarding and Offboarding:

Lead the onboarding process for new customers, ensuring seamless integration and accurate contract setup.

Handle offboarding procedures for ex-customers, ensuring the closure of accounts and related contractual obligations.

Collaborate with sales and other relevant departments to streamline onboarding and offboarding processes.

Qualifications and Skills:

Proven experience in credit control and customer relations.

Experience in tools like Xero, CRM

Strong organisational and multitasking abilities.

Excellent communication and interpersonal skills.

Attention to detail and a proactive approach to problem-solving.

Familiarity with contract management processes.

Ability to work collaboratively with cross-functional teams