Credit Controller & Accounts Assistant

Montagu Evans LLP; City Of London; On-site; GBP 32,000 - 46,000; Full time

Job summary

Montagu Evans LLP in London is seeking a proactive Finance professional to join the Credit Control team. You will play a key role in cash collection, client invoicing, and keeping debts current to support firm cash flow.

The role requires hands-on experience with ledger management, strong communication, and a detail-oriented approach. You will collaborate with fee earners and departments and contribute to monthly reconciliations and reporting.

Qualifications

• Strong attention to detail and accuracy in financial data.
• Clear written and verbal communication skills.
• Self-motivated, organised and reliable in a fast-paced office.
• Experience with sales and purchase ledgers and reconciliations.
• Familiarity with credit control processes and cash collections.
• Knowledge of accounting systems (Oracle NetSuite, Tramps, QlikView).

Responsibilities

• Manage refunds to clients after checks are performed.
• Maintain firm details on supplier portals and records.
• Manage accounts receivable inbox and coordinate with teams.
• Resolve disputed invoices with fee-earnings and billing teams.
• Proactively chase overdue debts via email and phone.
• Provide bank details to clients on request and assist monthly statements.
• Update debtor accounts and produce CreditSafe reports when asked.
• Record cash receipts and clear suspense items promptly.
• Perform monthly bank reconciliations for Ratings management.
• Update supplier bank details and conduct independent checks.

Skills

Attention to detail

Strong communicator

Self-motivated

Organised

Excel proficiency

Reconciliation

Ledger experience

Credit control

AI proficiency

NetSuite

Tramps

QlikView

Tools

Oracle NetSuite

Tramps

QlikView

Job description

Montagu Evans is a UK property consultancy that helps clients unlock value from complexity, because that’s where the most meaningful opportunities live.

Our purpose is to bring clarity, creativity, and conviction to the complex. We are experts who collaborate to create value, not just preserve it and our team is built for impact, not oversight.

We specialise in high-value, complex assets across the property lifecycle, where political, technical or commercial challenges demand a joined‑up approach.

The Team/Department

The Finance team are an integral part of the firm and the Central Management Services department. The team is responsible for managing the firm’s finance function in all areas: from credit control, to accounts payable, expenses, management & partnership accounting, cash flow, budgeting and forecasting, as well as business partnering with the firm’s fee earning departments.

We work with all areas of the firm and, in conjunction with other teams within the Central Management Services function, support and advise the firm’s partners, departments and fee earners. Finance provides financial information on a regular basis to the executive committee and to the salary and remuneration committees.

The team currently consists of: a Chief Finance & Operations Officer (CFOO), Financial Controller (FC), 2x Financial Accountants, Credit Manager, 2 Credit Controllers, AP manager and Expenses Administrator.

This role will sit within the Credit Control team, reporting to the Credit Control Manager. In addition, the role will provide support to other areas within the finance function.

Role Overview

We are looking for a finance professional, with a proactive approach and a keen eye for detail.

The individual will need to be “hands on” and able to work closely with finance team members and the wider business. Prioritising a heavy workload will be key, in addition to being excellent at customer relations.

As a member of the credit management team, you will assist with cash collections, which is integral to the cash flow of the firm.

This is an ideal opportunity to develop a broad skillset and gain experience within a busy finance team.

Responsibilities

• Manage refunds to clients – ensuring relevant checks have been performed
• Maintain/update firm details on supplier portals
• Manage accounts receivable inbox
• Liaise with fee-earners and billing teams to resolve disputed invoices
• Liaising with department Team Coordinators and Executive Assistants to ensure accuracy of client invoices
• Proactively chase overdue debts via email and phone
• Providing ME bank info to clients on request
• Assist with monthly client statement runs
• Update debtor account information in Netsuite.
• Produce CreditSafe reports, when requested
• Allocate cash receipts accurately and clear suspense items promptly
• Record & bank cheque receipts
• Prepare monthly bank reconciliation for Ratings management team, using Tramps.
• Record/update supplier bank details, performing independent checks where required
• Any additional duties as reasonably requested (e.g. support with audit requests)
• Assist with Ad-Hoc tasks across the finance team, such as various monthly balance sheet recs

Qualifications

• Strong attention to detail
• Good communicator, both written and verbal
• Self-motivated
• Organised and committed
• Good knowledge of Microsoft packages, particularly Excel
• Reconciliation experience desirable
• Sales and purchase ledger experience
• Credit control experience advantageous
• Innovation & AI Proficiency
• Previous experience of working with various accounting systems (Oracle NetSuite, Tramps and Qlikview desirable).

Recruitment fees are only payable where Montagu Evans' Talent Acquisition team has formally instructed an agency and agreed terms are in place.All CV's must be submitted through our recruitment portal to qualify as an Introduction. Unsolicited or speculative CVs will be treated as non-fee bearing submissions.