Finance Assistant: Sales Ledger & Credit Control

Morgan McKinley; West of England; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

23 days annual leave

Private healthcare cash plan

Study support

Death-in-service insurance

Free onsite parking

Training and development

Job summary

Morgan McKinley 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 opportunities to improve processes.

You will own customer accounts, build relationships across the business and support month-end activities while developing wider finance experience. AAT study support is available.

Qualifications

• Experience in finance or accounts administration, ideally with exposure to sales ledger and credit control.
• Strong attention to detail and accuracy.
• Excellent communication and relationship-building skills.
• Ability to manage competing priorities and work independently.

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 outstanding debt and chase overdue payments.
• Support aged debt reporting and cash collection forecasts.

Skills

Sales ledger

Credit control

Attention to detail

Communication

Organisational skills

Independent worker

Education

AAT studies

Tools

Sage

SAP

Dynamics

Microsoft Office

Job description

Morgan McKinley 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 opportunities to improve processes.

You will own customer accounts, build relationships across the business and support month-end activities while developing wider finance experience. AAT study support is available.