Portfolio Credit Control are pleased to be partnered with a well-established professional services firm who are looking to continue its positive growth within the business by recruiting a Senior Credit Controller to lead the Credit function. This is a fantastic opportunity for an established Credit professional to take the next step with added responsibilities.
Key Responsibilities:
Lead the credit control function Work towards cash collection targets set by the FD and manage one direct report (Credit Controller) Act as a point of escalation for complex or stagnant debt Manage a number of our largest clients on a day-to-day basis Liaise with fee earners to determine the appropriate approach for non-creditworthy clients or private individuals, conduct credit checks on all new clients (PLC/LTD/LLP) using the integrated Credit Safe tool, and recommend appropriate credit limits based on results Arrange debtor's meetings with Divisional Directors to discuss/review problem accounts where necessary Work with the credit controller to chase agreed debtors by telephone, email, and letter (if appropriate) in line with the company Chase Timetable Maintain the risk profile of the ledger by keeping the DSO at or below industry norm, achieving a monthly target set by the Finance Director, and maintaining debt older than 90 days to less than 15% of the overall debt Build and maintain close links with customers to ensure the smooth running of accounts and timely recovery of payments Document call notes and other correspondence within our finance system Respond to and assist in the resolution of account and invoice queries, both internally and externally, in a timely fashion Reconcile accounts on an ad hoc basis Monitor debtor account balances closely Ensure Client Statements are issued monthly Ensure Divisional Debtor reports are issued monthly Create a cooperative working relationship with the business, including advance notice of legal action against customers Lead on Action and Monitor Legal action, providing regular updates to the business Ensure all credits and payments are matched off at month-end, and overpayments are refunded promptly Ensure bank statements are allocated daily and monthly for all Iceni Companies Ensure all cash receipts are posted daily to the finance system and any cheques are banked promptly Review and proactively manage client risk using the Credit Safe monitoring tool, provide and update the monthly risk analysis cash collections report
Candidate Profile:
Minimum of 5 years' experience with an SME in a similar role (£20m+ turnover, £3m ledger value) Adept at working in a fast-paced and dynamic environment with high volumes Some experience working in a professional services company (consultancy, lawyers, accountants) Experience within the planning/property sector is preferable but not essential Experience in line management/managing a direct report Experience acting as a point of escalation and dealing with and resolving complex debt collection (Final Demands, Legal Action, Chase Path Escalation) Familiarity with data entry software (Business Central, Jet, Credit Safe) (Preferable) Experience pursuing complex non-moving debt (e.g., Final Demands, Legal Letters, HM Courts and Tribunals - Moneyclaim online) Experience reviewing credit scores, allocating credit limits, and assessing and advising on risk Analytical skills and thorough attention to detail Ability to listen and negotiate with customers Strong organisational skills with an ability to be pro-active, adaptable, patient and focused as part of an efficient team in occasional high-pressure scenarios (Essential) Excellent customer service and verbal communication (Essential) Positive attitude, dedicated, determined, resilient and motivated team-player (Essential) Strong Excel skills (creating, managing, and updating business reports, including pivot tables and VLOOKUPs) (Essential) Experience with Microsoft 365 package (Outlook, Word, Teams)
48935BR INDCC
#J-18808-Ljbffr
Key Responsibilities:
Lead the credit control function Work towards cash collection targets set by the FD and manage one direct report (Credit Controller) Act as a point of escalation for complex or stagnant debt Manage a number of our largest clients on a day-to-day basis Liaise with fee earners to determine the appropriate approach for non-creditworthy clients or private individuals, conduct credit checks on all new clients (PLC/LTD/LLP) using the integrated Credit Safe tool, and recommend appropriate credit limits based on results Arrange debtor's meetings with Divisional Directors to discuss/review problem accounts where necessary Work with the credit controller to chase agreed debtors by telephone, email, and letter (if appropriate) in line with the company Chase Timetable Maintain the risk profile of the ledger by keeping the DSO at or below industry norm, achieving a monthly target set by the Finance Director, and maintaining debt older than 90 days to less than 15% of the overall debt Build and maintain close links with customers to ensure the smooth running of accounts and timely recovery of payments Document call notes and other correspondence within our finance system Respond to and assist in the resolution of account and invoice queries, both internally and externally, in a timely fashion Reconcile accounts on an ad hoc basis Monitor debtor account balances closely Ensure Client Statements are issued monthly Ensure Divisional Debtor reports are issued monthly Create a cooperative working relationship with the business, including advance notice of legal action against customers Lead on Action and Monitor Legal action, providing regular updates to the business Ensure all credits and payments are matched off at month-end, and overpayments are refunded promptly Ensure bank statements are allocated daily and monthly for all Iceni Companies Ensure all cash receipts are posted daily to the finance system and any cheques are banked promptly Review and proactively manage client risk using the Credit Safe monitoring tool, provide and update the monthly risk analysis cash collections report
Candidate Profile:
Minimum of 5 years' experience with an SME in a similar role (£20m+ turnover, £3m ledger value) Adept at working in a fast-paced and dynamic environment with high volumes Some experience working in a professional services company (consultancy, lawyers, accountants) Experience within the planning/property sector is preferable but not essential Experience in line management/managing a direct report Experience acting as a point of escalation and dealing with and resolving complex debt collection (Final Demands, Legal Action, Chase Path Escalation) Familiarity with data entry software (Business Central, Jet, Credit Safe) (Preferable) Experience pursuing complex non-moving debt (e.g., Final Demands, Legal Letters, HM Courts and Tribunals - Moneyclaim online) Experience reviewing credit scores, allocating credit limits, and assessing and advising on risk Analytical skills and thorough attention to detail Ability to listen and negotiate with customers Strong organisational skills with an ability to be pro-active, adaptable, patient and focused as part of an efficient team in occasional high-pressure scenarios (Essential) Excellent customer service and verbal communication (Essential) Positive attitude, dedicated, determined, resilient and motivated team-player (Essential) Strong Excel skills (creating, managing, and updating business reports, including pivot tables and VLOOKUPs) (Essential) Experience with Microsoft 365 package (Outlook, Word, Teams)
48935BR INDCC
#J-18808-Ljbffr
