Job Description

We are looking for a motivated and hardworking individual with a ‘can do’ attitude to join the Financial Services Team as a Credit Controller. The role offers the opportunity to interact with budget holders, other colleagues within the Trust and Shared Business Services (SBS). This is an excellent opportunity for an individual to further their career in Finance and have opportunities to develop their expertise and skills. We also offer superb training and development if you wish to pursue a professional accountancy qualification
Responsibilities include:

• Chasing debt in accordance with procedures and processes set out.
• Working closely with outsourced financial transactional services provider and finance staff to ensure that the Trust’s debt position is under control through liaison with the Trust’s customers.
• Analyzing the aged debt reports on a weekly basis and preparing reports for various audiences, including input to the monthly board reports.
• providing cross cover where necessary within the team, broadening your experience of the finance function;
• Responsible for the debt collection and raising of sales orders for the Trust’s Salary Overpayment ledger which includes liaising with SBS and external debt collector companies as and when necessary to facilitate collection of debts.
• Ensuring that financial transactions processed on the AR system are undertaken in accordance with Standing Financial Instructions and Standing Orders
• Ensuring all debts are actively followed up by SBS adhering the agreed timescale.
• Ensure, in conjunction with SBS, that outstanding debts are rigorously followed up on behalf of the Trust, in accordance with agreed procedures, with any potentially irrecoverable amounts referred for court action
• Support the Accounts Payable & Receivable Manager in setting up processes and procedures to ensure that all debts are recovered in a timely manner.
• Forward any invoices received direct by the organization to SBS at the agreed address as soon as possible and work with SBS to ensure invoices are submitted correctly
• Provide support to SBS with customer invoice queries and debt collection
• Provide assistance where required in processing new customer account set-up, raise sales orders, receipt income into Oracle
• Assist in the review, on a monthly basis, of the detailed aged debtors report produced by SBS and compile the debt reports for the monthly Board packs
• Assist in the preparation of the review of bad debts and compilation of write-offs when appropriate annually through the audit committee
• Monitor compliance with procedures to detect and rectify potential problems before they escalate
• Provide support with the completion of returns in respect of debt information
• To maintain the production and maintenance of the procedure notes and process maps for the debt process
• Maintain effective working relationships with colleagues within the Trust and outside it, in particular with Shared Business Services, Internal & External Audit, ensuring that work is carried out efficiently, to a high standard and a professional service is delivered
• Deputies for the Accounts Payable & Receivable Manager as appropriate
• Perform any other duties as required by the Accounts Payable & Receivable Manager on a day-to-day basis

Required Knowledge, Skills, and Abilities

We are currently reviewing and streamlining our accounting processes and looking to become a sector leader in automation. The key driver for this is to free time for supporting operational services in the Trust. You will be making a significant contribution to this work plan, whilst benefiting from being part of a strong team that is passionate about supporting and developing your talents to make the most of your career. We are a fully accredited Finance Department with accreditations from ACCA, CIMA, CIPFA and AAT which enhances our passion to train and develop our Finance staff.