Accounts Receivable Assistant

SF Partners; East Midlands; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Hybrid working after probation

Job summary

SF Partners is working with a Nottingham-based technology business to recruit a Permanent Accounts Receivable Assistant on a full-time basis. The role sits in the sales ledger team, with hybrid working options after probation, and will involve billing, cash posting, credit control and debt collection.

You will support month-end processes, maintain customer records, perform credit checks, and provide debt reporting to keep financials accurate.

Qualifications

• Previous experience in a Credit Control or Accounts Receivable role.
• Excellent communication skills, with confidence dealing with customers and colleagues at all levels.
• Excellent PC skills, including outlook and teams experience.
• Good working knowledge of Microsoft Excel, including the ability to analyse and organise financial data utilising basic excel functions including lookup formulas, pivot tables and filters.
• Netsuite/Oracle experience, including processing of transactions, reporting and maintain customer records.
• Ability to work independently while contributing positively to a fast-moving team.
• A commercially focused, proactive and solutions-oriented approach.

Responsibilities

• 1. Manage a ledger of customer accounts; set up and maintain customer accounts; check sanctions, credit limits and terms.
• 2. Perform credit control tasks including statements, reminders, and dunning via phone/email.
• 3. Investigate and resolve payment discrepancies, unidentified receipts, short payments and queries.
• 4. Liaise with sales, customer experience, logistics and finance to resolve queries and disputed transactions.
• 5. Conduct customer credit checks for new applications, credit limit increases and annual reviews with approvals as per authority.
• 6. Provide monthly aged debt review and weekly updates to Financial Controller; highlight high-risk accounts and debt recovery actions.
• 7. Support sales teams with regional aged debt insights.
• 8. Complete daily billing of sales orders and upload invoices to portals.
• 9. Post daily remittances and resolve unallocated cash to keep the ledger up to date.
• 10. Be AR process owner; review systems and propose improvements to Financial Controller.
• 11. Provide financial analysis and support as required.
• 12. Work on projects identified by the Financial Controller.

Skills

Credit Control

Accounts Receivable

Communication skills

Excel proficiency

Netsuite/Oracle

Independent worker

Problem solving

Tools

Outlook

Teams

Job description

SF Partners is working with a company based in Nottingham who are looking for a Permanent Accounts Receivable Assistant on a Full Time basis. Our client is a well-established and growing technology business based in Nottingham, providing innovative products and solutions to customers across the UK and internationally. There is hybrid working options available after successful completion of probation period.

Job Purpose

The Accounts Receivable Clerk will be responsible for the efficient management of the sales ledger, including sales order billing, cash posting, account allocation, credit control and debt collection. The role will support effective credit risk management, maintain accurate customer records and provide timely debt reporting to support financial stability. The successful candidate will contribute to the month-end process by ensuring accurate and timely processing of transactions in line with VAT, tax and company requirements, while working collaboratively with customers and internal stakeholders to resolve queries and support the wider finance team.

Role Responsibilities:

• 1. Managing a ledger of customer accounts ensuring contact details and billing information is accurate. Set up and maintain customer accounts checking sanctions, credit limits and payment terms match to business needs.
• 2. Complete credit control duties, including issuing statements, sending reminder emails and working with the customer via phone and email to recover debt.
• 3. Investigate and resolve payment discrepancies, unidentified receipts, short payments and account queries.
• 4. Liaise with sales, customer experience, logistics and finance colleagues to resolve queries and disputed transactions to support a positive experience for our customers.
• 5. Perform customer credit checks related to new customer credit applications, one off credit limit increases and annual credit check; ensuring to obtain relevant approval as per our group delegation of authority.
• 6. Provide monthly aged debt review, provide weekly updates to the Financial Controller on customer accounts with aged debt, including highlighting high-risk accounts, actions being taken to recover debt advise of support required to resolve issues and managing the referral of bad debt to solicitors.
• 7. Support weekly the sales teams to understand and support action needed against the regional aged debt report.
• 8. Complete billing of sales orders daily, uploading invoices to relevant customer portals where necessary.
• 9. Complete daily cash posting against the relevant customer as per remittance advice received. Investigate and resolve unallocated cash as per remittance advice received to ensure the ledger is kept up to date.
• 10. Be the AR process owner, review systems and processes to make recommendations, improvements where necessary to Financial Controller.
• 11. Provide financial analysis and support as required.
• 12. Work on projects as identified by the Financial Controller.

Skills and Experience Required:

• - Previous experience in a Credit Control or Accounts Receivable role.
• - Excellent communication skills, with confidence dealing with customers and colleagues at all levels.
• - Excellent PC skills, including outlook and teams experience.
• - Good working knowledge of Microsoft Excel, including the ability to analyse and organise financial data utilising basic excel functions including lookup formulas, pivot tables and filters.
• - Netsuite/Oracle experience, including processing of transactions, reporting and maintain customer records.
• - Ability to work independently while contributing positively to a fast-moving team.
• - A commercially focused, proactive and solutions-oriented approach