NLB Solutions are working with a fast expanding, privately owned business based in Bushey that are looking for a new Sales Ledger and Credit Control Clerk. The successful candidate will work closely with the Head of Finance and oversee the Accounts Assistant. This role is to ensure the smooth and efficient management of sales invoicing, accounts receivable, and credit control functions. You will play a key part in maintaining cash flow, managing credit risk, and ensuring that all customer accounts are up to date.
The business will need someone that's local as they have a full-time office working policy. Ideally you will have worked within a similar role for 3-4 years, good excel - VLOOKUP and pivot tables, and currently studying AAT or Qualified by experience will be considered.
Duties:
Create and maintain accurate sales invoices for customers based on the agreed pricing, terms, and conditions. Raise and post invoices via the accounting system (Xero) and ensure all supporting records are updated in a timely manner. Monitor and reconcile sales ledger transactions to ensure accuracy. Assist with month-end and year-end procedures related to sales ledger balances. Monitor outstanding customer accounts and take action to ensure payments are received on time. Proactively manage overdue debts by contacting customers via phone, email, or letter to chase outstanding payments. Escalate where necessary in order to negotiate payment plans with customers, when necessary, and ensure adherence to these arrangements. Manage the admissions approval process to ensure supporting evidence for credit checks are adhered to. Ensure Direct Debit mandates are reviewed, filed and set up on the payment collection provider portal, Go Cardless. Maintain clear and accurate records of customer communications, including payment agreements and dispute resolutions. Resolve customer queries and disputes related to invoicing and payments in a professional and timely manner. Work closely with the Homes and Operations to ensure the smooth handling of customer accounts and resolve any issues impacting payment. Person Spec:
A qualification in accounting, finance, or a related field (e.g., AAT) is preferred. Candidates qualified by experience would be considered. At least 3-4 years of experience in a similar role within a finance or accounts environment. Strong knowledge of accounting software (e.g., Sage, QuickBooks, Xero, or similar). Proficient in Microsoft Excel (advanced functions such as VLOOKUP, pivot tables). Excellent attention to detail and accuracy. Strong communication skills, both written and verbal. Ability to manage time effectively and prioritize tasks. Problem-solving skills with the ability to handle customer disputes in a professional manner. Strong organisational skills and ability to work independently.
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The business will need someone that's local as they have a full-time office working policy. Ideally you will have worked within a similar role for 3-4 years, good excel - VLOOKUP and pivot tables, and currently studying AAT or Qualified by experience will be considered.
Duties:
Create and maintain accurate sales invoices for customers based on the agreed pricing, terms, and conditions. Raise and post invoices via the accounting system (Xero) and ensure all supporting records are updated in a timely manner. Monitor and reconcile sales ledger transactions to ensure accuracy. Assist with month-end and year-end procedures related to sales ledger balances. Monitor outstanding customer accounts and take action to ensure payments are received on time. Proactively manage overdue debts by contacting customers via phone, email, or letter to chase outstanding payments. Escalate where necessary in order to negotiate payment plans with customers, when necessary, and ensure adherence to these arrangements. Manage the admissions approval process to ensure supporting evidence for credit checks are adhered to. Ensure Direct Debit mandates are reviewed, filed and set up on the payment collection provider portal, Go Cardless. Maintain clear and accurate records of customer communications, including payment agreements and dispute resolutions. Resolve customer queries and disputes related to invoicing and payments in a professional and timely manner. Work closely with the Homes and Operations to ensure the smooth handling of customer accounts and resolve any issues impacting payment. Person Spec:
A qualification in accounting, finance, or a related field (e.g., AAT) is preferred. Candidates qualified by experience would be considered. At least 3-4 years of experience in a similar role within a finance or accounts environment. Strong knowledge of accounting software (e.g., Sage, QuickBooks, Xero, or similar). Proficient in Microsoft Excel (advanced functions such as VLOOKUP, pivot tables). Excellent attention to detail and accuracy. Strong communication skills, both written and verbal. Ability to manage time effectively and prioritize tasks. Problem-solving skills with the ability to handle customer disputes in a professional manner. Strong organisational skills and ability to work independently.
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