At a Glance
- Tasks: Manage billing, resolve disputes, and ensure timely payments while supporting customer relationships.
- Company: Join a dynamic finance team in a supportive and collaborative environment.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Opportunity to work on finance projects and improve processes.
- Why this job: Be a key player in enhancing customer experience and financial accuracy.
- Qualifications: 3 years in finance with strong customer interaction and accounting software skills.
The predicted salary is between 31500 - 38500 £ per year.
We're looking for a highly organised and detail-oriented Billing & Credit Control Specialist to join our Finance team.
This role is responsible for ensuring the accurate and timely billing of customers, managing accounts receivable, maintaining strong customer relationships, and supporting healthy cash flow through effective credit control.
Working closely with Finance, Sales, and Customer Success teams, you'll play a key role in delivering an excellent customer experience while ensuring financial processes are completed accurately and on time.
What You Will Do
- Review customer contracts and prepare accurate invoices using Harvest and Xero in line with agreed billing schedules.
- Manage customer accounts receivable enquiries, investigate account issues, and provide timely resolutions.
- Prepare and issue customer statements as required.
- Investigate and resolve invoice disputes and billing discrepancies, escalating where appropriate.
- Process customer payments, reconcile receipts, and maintain accurate customer account records in Xero and Harvest.
- Obtain and securely manage customer payment information for credit card transactions.
- Perform monthly customer account reconciliations.
- Proactively monitor overdue invoices and follow up with customers via phone and email to ensure timely payment.
- Maintain the aged receivables report, providing regular updates on outstanding balances, collection activity, and potential risks.
- Escalate significantly overdue or high-risk accounts to the Financial Controller in accordance with company procedures.
- Collaborate with Sales and Customer Success teams to set up new customer accounts and ensure information is accurate across all systems.
- Support the Financial Controller with the development and continuous improvement of accounts receivable policies and procedures.
- Ensure all month-end accounts receivable processes are completed within agreed deadlines.
- Assist with finance projects and other ad hoc duties as required.
- Maintain accurate customer records while handling confidential information with professionalism and discretion.
- What We Are Looking For
- Minimum 3 years' experience in a finance team, with a focus on Accounts Receivable, Billing, or Credit Control.
- Experience dealing directly with customers.
- Experience using accounting software, preferably Xero.
- Good working knowledge of Google Workspace, including Sheets, Docs, and Drive.
- Ability to prioritise workload, meet deadlines, and work independently.
- High level of integrity and ability to manage confidential information.
- Desirable Experience -Its not a deal breaker, but ideally you will have:
- Experience using Harvest is desirable but not essential.
- #J-18808-Ljbffr
Billing and Credit Control Specialist in Broughshane employer: PlotBox
At PlotBox, we pride ourselves on being a great employer, offering a supportive and inclusive work culture that values trust and employee wellbeing. Our commitment to professional growth is evident through our recognition as one of the UK’s Best Workplaces for Development™ 2024, alongside flexible working arrangements that allow you to balance your personal and professional life. Join us in Ballymena and be part of a passionate team dedicated to making a meaningful impact in the cemetery and crematory management industry.
