Credit Controller/Finance Assistant

Morgan McKinley (South West); Bristol; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

23 days annual leave plus bankHolidays

Private healthcare cash plan

Study support

Death-in-service insurance

Free onsite parking

Opportunities for training (AAT)

Job summary

Morgan McKinley (South West) is recruiting a Finance Assistant to join a growing, family-owned business in Bristol. The role combines sales ledger, accounts receivable and credit control with reporting responsibilities.

You will own customer accounts, chase overdue payments and support month-end processes while helping to improve finance workflows. Previous experience in sales ledger or credit control is welcomed, with opportunities to develop wider finance skills in a supportive team.

Qualifications

• Experience in sales ledger, accounts receivable and/or credit control.
• High attention to detail and accuracy.
• Excellent communication and relationship-building skills.
• Confident dealing with customers and resolving payment queries.
• Strong organisational skills and ability to manage priorities.
• Experience with MS Office and ERP/finance systems such as Sage, SAP or Dynamics.
• Proactive, independent with ownership mindset.
• Experience in both sales ledger and credit control is advantageous.

Responsibilities

• Process and raise customer invoices and credit notes.
• Maintain accurate customer accounts and sales ledger records.
• Allocate customer payments and investigate unallocated cash.
• Reconcile the sales ledger and issue customer statements.
• Proactively manage overdue debts and chase payments.
• Build relationships with customers to resolve invoice queries and disputes.
• Negotiate payment plans and escalate problematic accounts.
• Support aged debt reporting, cash collection forecasts and month-end processes.
• Assess new customer credit applications and assist with credit limits.
• Collaborate with Sales and Customer Operations to resolve payment issues.
• Identify opportunities to improve finance processes and systems.

Skills

Sales ledger

Accounts receivable

Credit control

Attention to detail

Communication skills

Organisational skills

Microsoft Office

ERP/finance systems (Sage, SAP, or Dyn

Education

AAT studies

Tools

Sage

SAP

Dynamics

Microsoft Office

Job description

Looking for your next step in finance? Want a varied role where you can take ownership, develop your skills and make a real difference?

We're recruiting a Finance Assistant - Sales Ledger & Credit Control on behalf of a growing, family-owned business based in Bristol.

This is a fantastic opportunity to join an established and expanding business, supporting a close-knit finance team in a varied position combining sales ledger, accounts receivable, credit control and reporting.

Importantly, this isn't just a traditional credit control role. You'll have the opportunity to take ownership of customer accounts, build relationships across the business and help improve finance processes as the company continues to grow.

The Role

• Processing and raising customer invoices and credit notes.
• Maintaining accurate customer accounts and sales ledger records.
• Allocating customer payments and investigating unallocated cash.
• Reconciling the sales ledger and issuing customer statements.
• Proactively managing outstanding debt and chasing overdue payments.
• Building relationships with customers to resolve invoice queries and payment disputes.
• Negotiating payment plans and escalating problematic accounts where necessary.
• Supporting aged debt reporting, cash collection forecasts and month-end processes.
• Assessing new customer credit applications and assisting with credit limits.
• Working closely with Sales and Customer Operations to resolve issues affecting payment.
• Identifying opportunities to improve existing finance processes, systems and procedures.You’ll be encouraged to work autonomously, take ownership of your responsibilities and contribute ideas to improve the wider finance function.

What We're Looking For

We're keen to speak with individuals who have previous experience in a finance or accounts administration, ideally with exposure to both sales ledger and credit control.

You’ll ideally have:

• Previous experience in sales ledger, accounts receivable and/or credit control.
• Strong attention to detail and a high level of accuracy.
• Excellent communication and relationship-building skills.
• Confidence dealing with customers and resolving payment queries.
• Good organisational skills and the ability to manage competing priorities.
• Experience using Microsoft Office and an ERP/finance system such as Sage, SAP or Dynamics.
• A proactive attitude, with the ability to work independently and take ownership.Experience across both sales ledger and credit control would be advantageous. However, candidates with a strong background in either area will also be considered if they are keen to develop their wider finance experience.

AAT studies or an interest in pursuing a finance qualification would be beneficial, but isn't essential.

What's On Offer?

• 23 days annual leave plus bank holidays.
• Private healthcare cash plan.
• Study support
• Death-in-service insurance.
• Free onsite parking.
• Opportunities for further training and development, including AAT.
• The opportunity to join a growing business where you can genuinely influence and improve finance processes.
• A varied position offering exposure to different areas of finance and the wider business.

Interested?

If you're an Accounts Assistant, Finance Assistant, Sales Ledger Clerk or Credit Controller looking for a varied next step, we'd love to hear from you