Finance Apprentice: Invoicing & Credit Control Training

Hollybank Trustees Ltd; Greater London; On-site; GBP 19,000 - 23,000; Full time

Job summary

Hollybank Trustees Ltd in London is creating a new role within the Finance function focused on credit control and timely collection of invoices. The successful candidate will receive training while assisting with fee collections, monthly statements, payment chasing, reconciliations and reporting.

Working with the Finance Assistant, they will help ensure invoices are raised promptly after instructions, contribute to management information, finance projects and other research activities; role

Qualifications

• Strong attention to detail with accurate invoice, receipt and reconciliation records.
• Experience with credit control, invoicing and collections.
• Proficient in Microsoft Excel including lookup formulas, pivots and IF statements.

Responsibilities

• Help prepare and issue accurate sales invoices once instructions are received.
• Support credit-control activities by contacting customers by phone and email, uploading invoices to third-party portals and following up overdue payments in the UK and internationally.
• Prepare statements, collection reports, reconciliations and short-term cash forecasts.
• Work with colleagues to resolve invoice and payment queries and obtain missing information.
• Identify and allocate cash receipts, maintain the sales ledger and investigate unmatched items.
• Provide accounts-payable cover when needed, including reviewing invoices, approvals, posting to SAGE, banking reconciliations and expenses.
• Support weekly and monthly management information, month-end activity and finance improvement projects.

Skills

Attention to detail

Numeracy

Analytical thinking

Communication skills

Independence

Education

Level 3 AAT Apprenticeship or similar

Tools

SAGE

Job description

Hollybank Trustees Ltd in London is creating a new role within the Finance function focused on credit control and timely collection of invoices. The successful candidate will receive training while assisting with fee collections, monthly statements, payment chasing, reconciliations and reporting.

Working with the Finance Assistant, they will help ensure invoices are raised promptly after instructions, contribute to management information, finance projects and other research activities; role