Finance Assistant

Morgan McKinley (Milton Keynes); Irchester; On-site; GBP 28,000 - 33,000; Full time

Job summary

We are seeking a proactive Finance Assistant to join a busy finance team in Wellingborough. The role focuses on credit control and managing outstanding customer accounts, with responsibilities in purchase ledger as well.

You will be confident communicating with customers, resolving invoice queries and ensuring payments are received in a timely manner. A fast-paced environment, ownership of workload, and Excel proficiency are essential.

Qualifications

• Experience as finance assistant, credit control or accounts receivable.
• Strong credit control experience and ability to chase debt.
• Some experience with purchase ledger and supplier invoices.
• Confident communicator with professional payment collection approach.
• Strong numerical skills and attention to detail.
• Well organised, able to prioritise workloads and meet deadlines.
• Proficient with Excel and finance/accounting systems.
• Proactive team player who can work independently.

Responsibilities

• Proactively manage and chase outstanding customer payments by phone and email.
• Monitor aged debt and follow up overdue accounts promptly.
• Maintain relationships to encourage timely payments.
• Investigate invoice and payment queries and liaise with internal teams.
• Allocate payments and keep account records up to date.
• Reconcile customer accounts and identify discrepancies.
• Escalate overdue/high-risk accounts when needed.
• Support cash flow by minimising debt and debtor days.
• Process supplier invoices accurately and timely.
• Match invoices with purchase orders and delivery notes where applicable.
• Reconcile supplier statements and investigate discrepancies.
• Assist with payment runs and general purchase ledger admin.
• Maintain accurate financial records and update the finance system.
• Support month-end procedures and account reconciliations.

Skills

Credit control

Accounts receivable

Communication

Excel

Attention to detail

Organisation

Team player

Tools

Finance systems

Purchase ledger systems

Job description

Location: Wellingborough

Salary: 28,000 - 33,000 per annum

Focus: Credit Control & Purchase Ledger

The Role

We are looking for a proactive and organised Finance Assistant to join a busy finance team based in Wellingborough. This is a varied role with a strong emphasis on credit control and managing outstanding customer accounts, alongside some purchase ledger responsibilities.

The successful candidate will be confident communicating with customers, resolving invoice queries and ensuring payments are received in a timely manner. This is an excellent opportunity for someone with previous finance experience who enjoys working in a fast-paced environment and taking ownership of their workload.

Key Responsibilities

Credit Control

• Proactively manage and chase outstanding customer payments via telephone and email.
• Monitor aged debt reports and ensure overdue accounts are followed up promptly.
• Build and maintain strong relationships with customers to encourage timely payment.
• Investigate and resolve invoice and payment queries, liaising with internal departments where necessary.
• Allocate customer payments accurately and maintain up-to-date account records.
• Reconcile customer accounts and identify discrepancies.
• Escalate overdue or high-risk accounts where appropriate.
• Support cash flow by minimising outstanding debt and reducing debtor days.

Purchase Ledger

• Process supplier invoices accurately and in a timely manner.
• Match invoices to purchase orders and delivery documentation where applicable.
• Reconcile supplier statements and investigate discrepancies.
• Deal with supplier queries and maintain positive working relationships.
• Assist with payment runs and general purchase ledger administration.

General Finance Administration

• Maintain accurate financial records and update the finance system.
• Assist with month-end procedures and account reconciliations as required.
• Provide general support to the wider finance team.

The Ideal Candidate

• Previous experience in a finance assistant, credit control or accounts receivable role.
• Strong experience in credit control, including chasing debt and resolving customer queries.
• Some experience with purchase ledger and supplier invoice processing.
• Confident communicator with a professional and persistent approach to payment collection.
• Strong attention to detail and good numerical skills.
• Well organised, able to prioritise workloads and meet deadlines.
• Comfortable using Excel and finance/accounting systems.
• A proactive team player who can also work independently.

Salary & Benefits

• Salary of 28,000 - 33,000 per annum, depending on experience.
• Opportunity to join an established finance team.
• Varied role with a strong focus on credit control and exposure to purchase ledger.

Interested? If you have solid credit control experience and are looking for your next opportunity in finance, we would love to hear from you.