Finance Analyst – Credit Control in London

About Us
At CIPFA, we're driven by a singular purpose: to transform lives through exceptional public financial management. As a leading international accountancy body, we champion integrity, transparency, and efficiency in the use of public funds. We believe that every pound spent should deliver tangible improvements to public services, creating a better future for individuals and communities worldwide. Join us in shaping a world where public money truly makes a difference.

Key Responsibilities
Key tasks include, but are not limited to:

• Chasing payment of invoices via telephone, email, and letter
• Producing and issuing reminder letters when due and following up chasers as necessary
• Maintaining accurate records of debtors and all credit control activity
• Recommending improvements to internal systems where possible
• Maintaining accurate and up-to-date credit control reconciliations
• Assisting in the production of monthly debtors summaries and detailed reports for budget holders
• Identifying bad and doubtful debts and making recommendations for action, including year-end provisions
• Maintaining relationships with departments and customers, highlighting payment issues, unpaid invoices, credit notes, adjustments, and other invoice-related matters
• Providing explanations to auditors regarding debt collection and outstanding debts
• Resolving queries and errors during receipt allocation
• Developing and maintaining up-to-date knowledge of CIPFA's invoicing systems
• Attending regular meetings with the Credit Control Manager
• Supporting other members of the finance team as required
• Performing all duties in a timely and efficient manner

Person Specification

Education and Training
Educated to A Level or equivalent – Essential
Studying towards an AAT qualification or relevant experience – Desirable

Experience
Experience of working autonomously – Essential
Previous office experience – Essential
Experience of working in a customer-focused environment with high customer expectations – Essential
Experience of working in a finance function – Essential
Experience of reconciliations and handling income receipts – Desirable
Experience interacting with people at all levels within an organisation – Essential
Experience maintaining and producing spreadsheets in Excel using basic/intermediate formulae – Essential

Knowledge and Skills
Ability to prioritise tasks, manage time effectively, and demonstrate strong organisational skills – Essential
Proven administrative skills within a busy department or organisation – Essential
Knowledge of Microsoft Dynamics 365 / Business Central – Desirable
Proficient in Microsoft Office, particularly Excel and Word – Essential
Strong verbal and written communication skills with excellent attention to detail – Essential
Ability to resolve problems – Desirable

Our Employee Offer
In exchange for helping us to make a difference we offer:

• Reward – Giving you fair pay and generous benefits, which includes competitive salary, generous pension scheme, holiday scheme, family friendly benefits and more
• Wellbeing – Empowering you to work flexibly, balancing your personal and professional life through our permanent 4-day working week (work 4 days, get paid for 5) and hybrid working, alongside a range of health benefits, such as access to an Employee Assistance Helpline and the opportunity to join our Health Cash Plan.
• Purpose – Connecting the work you do with its social value and impact through paid volunteering days and charity and community work.
• Growth – Enabling you to develop your skills and knowledge through access to training opportunities, paid professional membership subscriptions, and career break options.
• Culture – Our culture is one of respect. We give you a sense of belonging, supporting you to work with autonomy, openness, and collaboration.

We know that not all people come from the same background, or think the same – so why should we? At CIPFA, we want to be a great place to work where a diverse group of people from all backgrounds can turn up and thrive. When we hire, we want you to feel empowered to bring your best self to work. Please let us know if you need any reasonable adjustments throughout the recruitment process.