Debtors Clerk

Creative Leadership Solutions; Kempton Park; In loco; ZAR 180.000 - 240.000; Tempo pieno

Descrizione del lavoro

Creative Leadership Solutions in Kempton Park is seeking a diligent Debtors Clerk to manage debtor accounts, process credit notes, and resolve balance discrepancies. The role requires strong numerical ability, accuracy, and Microsoft Excel proficiency.

You will liaise with sales and admin, prepare statements, monitor overdue accounts, and ensure VAT compliance. Afrikaans and English proficiency, own transport, and willingness to work overtime at month-end are essential.

Competenze

• 2–5 years’ experience in a Debtors Clerk or similar financial administrative role.
• Experience managing large debtor books or high-volume accounts (advantageous).
• Experience working on Sage Evolution or similar ERP/accounting systems.
• Exposure to credit control and debt collection processes.
• Basic VAT knowledge and application in credit notes and invoicing.

Mansioni

• Credit Note Processing: Process all credit notes accurately according to return notes, short deliveries, and claims.
• Debtors Account Management: Maintain and update debtor accounts, reconcile discrepancies, and prepare statements.
• Query and Dispute Resolution: Investigate and resolve customer credit and payment disputes with internal teams.
• Reporting and Compliance: Provide fortnightly updates and assist audits with debtor documentation.
• Teamwork and Continuous Improvement: Collaborate with sales and admin to streamline processes and suggest improvements.

Conoscenze

Numerical ability

Communication

Attention to detail

Excel & Word

Sage Evolution

Credit control

Time management

Formazione

National Senior Certificate

Finance/Accounting qualification (advantageous)

Strumenti

Sage Evolution

SearchWorks

Descrizione del lavoro

REQUIREMENTS

Minimum education (essential):

• National Senior Certificate
• Tertiary qualification or certificate in Finance / Accounting (advantageous)

Minimum applicable experience (years):

• 2 - 5 years’ experience in a Debtors Clerk or similar financial administrative role.
• Experience managing large debtor books or high-volume accounts (advantageous)

Required nature of experience:

• Debtors account management and reconciliation
• Credit note processing and resolution of account discrepancies
• Customer query handling and communication with internal departments
• Experience working on Sage Evolution or similar ERP/accounting systems
• Exposure to credit control and debt collection processes
• Basic accounting knowledge and understanding of financial transactions
• Basic VAT knowledge and application in credit notes and invoicing.

Skills and Knowledge (essential):

• Strong numerical and analytical ability
• Excellent written and verbal communication skills
• High attention to detail and accuracy in processing financial data
• Proficiency in Microsoft Office (Excel and Word essential)
• Knowledge of Sage Evolution and SearchWorks (advantageous)
• Sound understanding of credit control principles and financial procedures
• Strong organizational and time management skills

Other:

• Proficient in Afrikaans and English
• Own transport and valid driver’s license
• Willingness to work overtime or extended hours during month-end

KEY PERFORMANCE AREAS

Credit Note Processing

• Process all credit notes accurately according to return notes, short deliveries, and claims.
• Verify the validity of each credit request to ensure compliance with company policies.
• Maintain accurate records of all processed credit notes (electronic and manual).
• Identify and report irregularities or duplicate credit requests promptly.

Debtors Account Management

• Maintain and update debtor accounts to ensure all transactions are recorded correctly.
• Reconcile customer accounts and investigate discrepancies or unmatched payments.
• Prepare and distribute monthly customer statements.
• Monitor accounts to ensure timely payments and escalates overdue accounts when required.

Query and Dispute Resolution

• Investigate and resolve customer credit and payment disputes efficiently.
• Liaise with sales, logistics, and branch admin teams to resolve account-related issues.
• Maintain professional communication and follow up on all outstanding queries.
• Ensure all resolutions are documented and processed within set deadlines.

Reporting and Compliance

• Provide fortnightly updates to departmental heads regarding credit note status and outstanding accounts.
• Ensure compliance with financial policies, internal controls, and company procedures.
• Assist during audits by supplying necessary debtor-related documentation.
• Safeguard confidentiality of all financial information.

Teamwork and Continuous Improvement

• Collaborate with sales and admin teams to streamline credit note and debtor processes.
• Provide support during colleagues’ absence and contribute to team targets.
• Identify and propose process improvements to enhance debtor management.
• Maintain professionalism and a positive attitude aligned with company values.