Finance Assistant

Key Responsibilities

Credit Control

• Monitor accounts receivable and maintain up-to-date debtor ledgers


• Proactively chase outstanding invoices via phone, email, and written communication


• Build and maintain strong relationships with clients, commissioners, and stakeholders


• Investigate and resolve invoice and payment queries in a timely manner


• Escalate aged debt or complex issues to the Finance Manager where necessary


• Maintain accurate records of all communications and collection activity

• Raise and issue accurate sales invoices in line with agreed terms


• Post and allocate incoming payments to customer accounts


• Assist with bank reconciliations and cash postings


• Support month-end processes, including income reconciliation


• Maintain accurate and organised financial records


• Assist with ad hoc finance tasks and reporting as required

• Input and maintain financial data in accounting systems


• Ensure compliance with internal financial procedures and controls


• Identify opportunities to improve efficiency in billing and collection processes

Essential

• Previous experience in a finance assistant or credit control role


• Good understanding of accounts receivable processes


• Strong communication and negotiation skills


• High level of attention to detail and accuracy


• Ability to prioritise workload and meet deadlines


• Proficiency in Microsoft Excel and finance systems

• Experience working within a not-for-profit or service-based organisation


• Familiarity with accounting software (e.g. Sage, Xero, or similar)


• Understanding of complex billing environments (e.g. contracts, local authority funding)

• Proactive and self-motivated


• Strong problem-solving skills


• Professional and confident communicator


• Team player with a collaborative approach


• Resilient and able to work in a fast-paced environment

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