Credit Controller & Accounts Assistant

Montagu Evans; Greater London; On-site; GBP 28,000 - 48,000; Full time

Job summary

Montagu Evans, a UK property consultancy, is seeking a finance professional for its Credit Control team. The role focuses on cash collections, accounts receivable, and ensuring accurate client invoicing within a busy finance function.

The successful candidate will be hands-on, highly organized, and able to manage a heavy workload with strong communication skills. Experience with Oracle NetSuite, Tramps or Qlikview is desirable.

Qualifications

• Experience in credit control and accounts receivable.
• Proficient in Excel and MS Office.
• Experience with Oracle NetSuite, Tramps or Qlikview desirable.
• Strong communication and attention to detail.

Responsibilities

• Manage refunds to clients after checks.
• Maintain/update firm details on supplier portals.
• Manage accounts receivable inbox.
• Liaise with fee-earners and billing teams on invoices.
• Proactively chase overdue debts via email and phone.
• Assist with monthly client statements.
• Produce CreditSafe reports on request.
• Allocate cash receipts and clear suspense items.
• Prepare monthly bank reconciliations for Ratings management using Tramps.
• Record/update supplier bank details; perform independent checks.
• Support audit requests and ad-hoc tasks.

Skills

Credit control

Accounts receivable

Excel

Communication

Attention to detail

Organisation

Self-motivated

Team collaboration

Tools

Oracle NetSuite

Tramps

Qlikview

Job description

Montagu Evans is a UK property consultancy that helps clients unl ock 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.

• 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
• Produce CreditSafe reports, when requested
• Allocate cash receipts accurately and clear suspense items promptly
• 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
• Strong attention to detail
• Good communicator, both written and verbal
• Self-motivated
• Organised and committed
• Good knowledge of Microsoft packages, particularly Excel
• Sales and purchase ledger experience
• Credit control experience advantageous
• Previous experience of working with various accounting systems (Oracle NetSuite, Tramps and Qlikview desirable).

Montagu Evans will only pay recruitment agency fees where a valid signed agreement exists, and the agency has been expressly instructed by our Talent Acquisition team to work on a vacancy.

We do not pay fees for unsolicited or speculative CVs submitted to Montagu Evans, our employees, or any representative of the business outside of our approved recruitment channels and processes.

Any candidate details submitted without prior instruction will be treated as unsolicited, and no fee will be due.

By submitting unsolicited CVs or candidate information to Montagu Evans, agencies acknowledge and accept these terms in full.