Credit Controller

About Crowe

Crowe is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in over 140+ countries and across more than 800+ offices globally. Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions and make smart decisions that have lasting value through the highest quality audit, tax, advisory and consulting services.

The overall purpose of a Credit Controller will be:

• To assist in providing a professional and timely credit control service in respect to all fee invoices on the firms fee Ledger to ensure clients pay the firm in accordance with agreed terms and conditions ensuring that appropriate action is taken (phone calls, credit limits, legal letters, account suspension) to safeguard the amounts due to the firm.
• To maintain the firms fee ledger records, posting allocations of receipts and credit notes as necessary.
• To perform credit control duties daily as instructed by the supervisor.
• To manage a portfolio of clients, working alongside client partners and managers to achieve the best possible recovery outcome.
• To provide any other support to the credit control supervisor as required.
• To maintain the fee Ledger accurately and to keep to process deadlines.

Credit Control duties include:

• To collect debts under the instructions of the credit control supervisor and in accordance with firms policy.
• To assist in sending out statements to clients.
• To make phone calls to clients as appropriate and occasionally take card payments over the phone.
• To assist with legal letters as requested by the credit control supervisor.
• To maintain the fee ledger daily receipts records when required.
• To assist in preparing the productivity KPI’s for the credit control team and reporting the information to the credit control supervisor.
• To investigate and resolve fee queries as required.
• To attend your appraisal by credit control supervisor, annually and periodically during the year.
• To assist in reviewing fee ledger aged reports ensuring all aged balances are received when due, other than balances where payment terms extension has been agreed.
• To carry out meetings with client partners routinely as appropriate, to resolve late payments.
• To present fee ledger aged reports to the credit control supervisor each month for update and discussion of slow payers and actions.
• To assist in ensuring client accounts are suspended as appropriate.
• To attend regular credit control team communication meetings to ensure the team issues are resolved, and information is communicated to and from the team as necessary.

Receipt duties may include:

• To review daily receipts and action any amendments or remittance information, as instructed.
• To bank daily cheque receipts.
• To reconcile daily as instructed, the receipts cash book to the bank statement and general ledger.
• To reconcile client account ledgers and present to credit control supervisor for review.
• To liaise with clients and staff concerning receipt queries.
• To adhere to deadlines.

Skills, Knowledge & Abilities

• To have a number of years experience in credit control duties in a team environment.
• To have good knowledge and understanding of credit control roles.
• To have experience of working to productivity KPI’s for credit controllers.
• A strong customer service focus and the ability to build effective working relationships within the credit control team, other employees, partners and external clients.
• To perform all credit control duties as instructed by the credit controller supervisor.
• To have knowledge of credit control processes including legal action online, or via legal firms and with overseas debt collection procedures.
• To be able to work effectively in a team environment and to process deadlines.
• Computerised fee ledger experience, preferably on Star PDM fee ledger and credit control module.
• High attention to detail and an orderly approach to credit control and fee ledger maintenance work.
• Sound working knowledge of MS Windows-based software packages, including word processing, spreadsheets, databases, electronic mail, calendars and the internet.
• Ability to post receipts on ledger and reconcile to receipts cash book and bank receipts statement.

Desirable

• Credit control qualification.
• Professional firm experience.
• Strong interpersonal skills.

Why choose Crowe?

At Crowe we understand that it is often the culture and values of a firm that are most important when looking for a new workplace, and we place our people at the centre of everything that we do; promoting a collaborative, inclusive and friendly culture while remaining passionate about supporting and developing our people as they build their careers. We listen to our people and adapt to their changing needs alongside the needs of our growing business, investing in our people to help them be the best they can be.

Whether you’re working in statutory audit, corporate tax or you’re a marketing or HR specialist, we promote inclusion and diversity and the opportunity to grow to your fullest potential. We value new ideas and innovation, and welcome people who are committed to making a difference by delivering excellent services to our people, clients and communities. At Crowe, you will find the specialist knowledge, the resources and the commitment to help you build a satisfying and rewarding career, with continued learning and development, highly competitive salaries and flexible benefits.

We want to create the best environment for our people to grow and thrive and recognise the importance of offering a flexible approach to our working environment, which we would be happy to discuss with you further. Crowe is committed to equal opportunity and diversity in recruitment and employment. We value the differences that a diverse workforce brings to our organisation, driving effectiveness in our teams and providing our clients with a quality service. Entry and progression within the firm is determined solely by the application of objective criteria, personal performance and merit which is supported by a clearly defined career pathway.