Credit Controller

Caretech Supplies LLC; Uxbridge; Hybrid; GBP 27,000 - 33,000; Full time

Job summary

Caretech Supplies LLC in the United Kingdom is seeking a Credit Controller to manage debtor ledgers, chase overdue invoices and ensure timely reconciliations.

The role reports to the Sales Ledger Supervisor and offers hybrid working in Uxbridge: three days in the office and two from home, with a £30,000 salary. The role emphasises accuracy, customer service and GDPR compliance.

Qualifications

• Experience with allocations, postings, journals, debits and credits.
• Proficient Excel: Pivot, formulas, VLOOKUP, conditional formatting.
• Ability to produce accurate reconciliations for debtor and sales ledgers.
• Experience with large, complex ledgers.
• Excellent communication and relationships with customers.

Responsibilities

• Chase invoices by phone, email and portal to reduce debtor balances and days.
• Produce aged debt analysis with commentary on issues from customers.
• Reconcile and allocate unallocated cash and credit notes.
• Support Senior Management with invoice/payment updates.
• Assist with internal and external audits and GDPR compliance.

Skills

Allocations, postings, journals

Debtor & sales ledger reconciliations

Excel (Pivot, formulas, VLOOKUP)

Customer communication

Education

CICM or AAT qualification

Tools

Microsoft Excel

Job description

Job Title: Credit Controller

Salary: £30,000

Reports to: Sales Ledger Supervisor

Location: Uxbridge - Hybrid 3 days in office and 2 from home

Job Purpose

The Sales Ledger Controller reports to the Sales ledger Supervisor. The position holder is responsible for ensuring invoices are collected within the agreed payment terms; the production of accurate and timely reconciliations and dealing with invoice queries - some of which are of a complex nature. There is also a requirement to fulfill other ad hoc day-to-day duties in order to ensure effective, efficient and accurate financial operations, whilst complying with company policies and procedures to ensure that a high level of customer service is upheld at all times

Accountabilities

• Responsible for a portfolio of customers’ worth up to £25 million annual revenue for specific companies within the Caretech Group.
• Chasing invoices by phone, email and portal to reduce the debtor balances and debtor days.
• To ensure monthly cash and overdue debt KPIs are achieved.
• Supporting Senior Management with query/invoice/payment updates.
• Production of an updated Aged Debt showing analysis of overdue debt and explanation in clear and concise commentary of all issues received from customers.
• Resolving complex rate and split funded billings queries by referring internally to agreements, as required and working in collaboration with internal stakeholders in the billing team, regional finance and operations for timely resolution.
• Reconciliation and allocation of unallocated cash and credit note balances in a timely manner.
• Building relationships with internal and external stakeholders.
• The position holder will be expected to build and maintaining good relationships with customers by understanding their operations and determining how best to ensure payment terms are met.
• Assisting with internal and external audit requirements as instructed.
• To understand and apply GDPR when dealing with customers and data recording/storage.

Personal Characteristics

• Personally aligned with our core values and beliefs; care, honesty, open, driven and committed.
• The ability to cope with deadlines and prioritise work demands whilst remaining professional and focused.
• Organised and methodical.
• Adaptable to change in a fast paced dynamic environment.
• Excellent communication skills and an ability to liaise appropriately with stakeholders and customers at all levels including cross function Department Managers.
• A team player with a collegiate attitude and willingness to help others and go beyond their formal role.

Experience and Skills Required

Essential

• Proven experience and knowledge of the processes of allocations, postings, journals, debits and credits.
• Intermediate Excel experience (Pivot table, Formulas, V-Look up, Conditional formatting).
• Demonstrable capabilities to produce accurate and timely reconciliations of debtor and sales ledger accounts.
• Previous experience of dealing with large complex ledgers.
• Excellent communication skills and record of accomplishment of building strong relationships with customers.

Experience and Skills Desirable

• CICM or AAT qualified or working towards qualifications.
• Credit control experience with NHS/Public sector.
• Problem Solver.
• Strong MS Excel.
• Strong Analytical Skills.
• Strong Interpersonal Skills.
• Strong Time Management Skills.

The job description is subject to change as the role evolves.