Job Description

Objectives

Reporting to the Head of Finance in our South West region, you will be committed to working as part of an effective team, working closely with the Finance, Sales and Operations on the Plymouth site. This role will cover the key aspects of finance - credit control, sales ledger and relief cover for accounts receivable and accounts payable.

Main duties and responsibilities (are to include the following but are not limited to)

Sales Ledger

Setting up customer accounts including initial background and credit checks

Processing of paperwork to request PO's and any other required paperwork and then uploading invoices to portals

Running reports to produce monthly invoices, including integration between 2 CRM software systems into Sage our accounts system

Ensure invoicing queries are resolved in a timely manner, involving operations and sales teams as required and sending copy invoices and corresponding paperwork.

Producing invoices and credits requested by other departments

Credit control

Liaise with debtors through e-mail, letter, and telephone

Send out bi-monthly statements to customers

When requested contact customers for remittances, updating payment plans and retention.

Support general maintenance of the AR ledger e.g. recommendations for write off's

If required during leave or staff absence supporting Accounts Payable and Receivable

Accounts Receivable

Allocation of payments to customer accounts ensuring any issues are followed up promptly

Daily printing of bank transactions and remittances

Reconcile bank statements against ledger

Ensure all payments are correctly recorded in Nav and resolve any issues in a timely manner

Accounts Payable

Processing invoices, matching to PO's and delivery notes

Identify price/volume discrepancies between PO's and invoices, working with supplier and ops to resolve

Reconcile supplier statements and follow up accordingly to ensure all invoices/credit notes are received

Ensure all payments are correctly recorded in Nav and resolve any issues in a timely manner

Key Skills/Experience:

Self-motivated, able to manage conflicting priorities and be very organised

Exceptional attention to detail and be able to work on your own initiative

Strong computer skills including Excel. Experience of Sage would be advantageous

You will have strong time management skills.

Excellent communication skills, both written and verbal at all levels with a professional approach.

The post will be based from Plymouth.

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as required.

Job Type: Full-time

Pay: 25,000.00 per year

Benefits:

Company pension Free parking Health & wellbeing programme Life insurance On-site parking
Schedule:

Monday to Friday
Work Location: In person

Reference ID: SWACCOUNTSGW07/25