Credit Controller & Finance Assistant — Ownership & Growth

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

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.