At a Glance
- Tasks: Manage credit control, ensuring timely payments and effective debt management.
- Company: Join a dynamic finance team in a fast-paced tech environment.
- Benefits: Enjoy 27 days leave, hybrid working, and enhanced pay benefits.
- Other info: Great career progression opportunities and a supportive work culture.
- Why this job: Make a real impact on financial processes while developing your skills.
- Qualifications: Experience in credit control and strong Excel skills required.
The predicted salary is between 30000 - 40000 £ per year.
Finance Assistant – Credit Control, Full or Part Time. Chester-Le-Street.
Overview: To be responsible for all areas of credit control across ITPS, ensuring timely payment of customer invoices, effective management of aged debt, and proactive collaboration with colleagues and clients. The role ensures the finance team operates efficiently, supports accurate billing cycles, and upholds ITPS standards of quality and compliance.
Core Responsibilities
- Credit Control and Collections
- Monitor debtor balances and ensure timely collection of outstanding invoices.
- Issue customer statements, reminders, and overdue notifications in line with ITPS procedures.
- Proactively follow up on overdue invoices via phone, email, and formal reminders, escalating as required.
- Negotiate and agree repayment plans where appropriate, escalating concerns to the Head of Finance.
- Monitor aged debt and contribute to the monthly aged debtor review with the Revenue Assurance Manager and Head of Finance.
- Implement and refine credit control procedures to reduce DSO and bad debt exposure.
- Customer Credit Management
- Conduct credit checks on new and existing customers, assessing credit worthiness and recommending credit limits.
- Maintain accurate customer payment records and update credit limits based on risk and payment history, flagging potential debtor issues early and escalate when required.
- Invoice and Ledger Management
- Ensure accurate allocation of payments and reconciliation of customer accounts.
- Work closely with the billing team, account managers and service desk leaders to resolve invoice discrepancies and remove barriers to payment.
- Maintain accurate financial records using Sage200.
- Reconcile bank statements.
- Assist with month end and year end closing processes.
- Assist with annual financial audit.
Essential Criteria
- Previous experience in credit control or accounts receivable role (ideally within a fast-paced SME or technology environment).
- Strong understanding of credit control processes, debt recovery methods, and credit risk assessment.
- Strong Excel skills (VLOOKUPs, pivot tables), with proficiency in Finance/ERP systems.
- Ability to prioritise and manage workload independently under pressure.
- High standards of accuracy, organisation, and attention to detail.
- Ability to handle confidential information with discretion.
Desirable Criteria
- AAT qualification (or similar) or working towards it.
- Experience in an MSP, SaaS, or recurring‑revenue business model.
- Familiarity with Halo PSA, Business Central and Sage200.
Benefits
- 27 days annual leave.
- Your birthday off work.
- Annual pay reviews.
- Hybrid/flexible working (3 days office/2 days home).
- Enhanced sick pay benefit (4 months full pay).
- Enhanced maternity leave benefit (4 months full pay).
- Enhanced paternity leave benefit (2 weeks full pay).
- Salary Sacrifice pension scheme match funded by the company up to 7%.
- Salary sacrifice schemes - Cycle to Work, Tech & Home Scheme and Electric Car Lease Scheme.
- A clearly defined training and progression plan.
- Perkbox membership and Costco card.
- Fresh fruit, soft drinks and a commercial coffee machine provided.
Finance Credit Controller in Cardiff employer: ITPS
At ITPS, we pride ourselves on being an exceptional employer, offering a supportive work culture that values collaboration and employee growth. Located in Chester-Le-Street, our Finance Credit Controller role provides flexible working options, competitive benefits including enhanced leave and a salary sacrifice pension scheme, and a clear path for professional development, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Credit Controller in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like ITPS. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Credit Controller in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to ITPS.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on ITPS's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at ITPS
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with ITPS.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at ITPS will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former ITPS employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
