Credit Control & Finance Assistant – Growth & Autonomy

Morgan McKinley (South West); Gloucester; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

23 days annual leave plus bank holiday

Private healthcare cash plan

Study support

Death-in-service insurance

Free onsite parking

AAT study support

Training and development opportunities

Job summary

Our Bristol-based client is seeking a Finance Assistant to support Sales Ledger & Credit Control. You will help manage customer accounts, raise invoices, process payments and contribute to cash collection efforts.

The role exposes you to accounts receivable, credit control and reporting within a growing family-owned business, with opportunities to streamline finance processes and influence wider finance functions.

Qualifications

• Experience in sales ledger, accounts receivable and/or credit control.
• Strong attention to detail and high accuracy.
• Excellent communication and relationship-building skills.
• Confident dealing with customers and resolving payment queries.
• Able to manage competing priorities and stay organised.
• Familiar with ERP/finance systems such as Sage, SAP or Dynamics.

Responsibilities

• Process and raise customer invoices and credit notes.
• Maintain accurate customer accounts and sales ledger records.
• Allocate payments and investigate unallocated cash.
• Reconcile the sales ledger and issue statements.
• Proactively chase overdue payments and manage debt.
• Build relationships to resolve invoice queries and disputes.
• Assist with credit limits and new customer applications.
• Support aged debt reporting and month-end processes.
• Identify opportunities to improve finance processes.

Skills

Sales ledger

Accounts receivable

Credit control

Attention to detail

Communication

Prioritisation

Education

AAT studies (beneficial)

Tools

Sage

SAP

Dynamics

Microsoft Office

Job description

Our Bristol-based client is seeking a Finance Assistant to support Sales Ledger & Credit Control. You will help manage customer accounts, raise invoices, process payments and contribute to cash collection efforts.

The role exposes you to accounts receivable, credit control and reporting within a growing family-owned business, with opportunities to streamline finance processes and influence wider finance functions.