Finance Assistant/Sales Ledger - #2185323

Accounts Receivable & Credit Control Assistant

£30,000-£40,000 | Bristol | Office-based | Monday-Friday

An opportunity to take ownership, develop your skills and make a real impact within a growing finance function.

Are you an experienced Accounts Assistant looking for a role where you can take ownership of your work, broaden your experience and become a key part of a finance team?

We're working with a business in Bristol looking to appoint an Accounts Receivable & Credit Control Assistant.

You'll play an important role in the day-to-day running of the finance function, taking responsibility for customer accounts, overseeing outstanding payments and helping ensure the business maintains strong financial controls. What's particularly appealing about this opportunity is the breadth of exposure it offers, with the chance to get involved in process improvements, systems development and wider finance projects.

If you're someone who enjoys taking initiative, building relationships and finding better ways of working, this could be an excellent next step.

Why consider this opportunity?

• Real responsibility: Take ownership of customer accounts and have a direct influence on the effectiveness of the sales ledger and credit control function.
• Variety: Enjoy a broad position covering invoicing, reconciliations, cash allocation, credit management, reporting and month-end activities.
• Opportunity to make improvements: Get involved in developing processes, improving financial controls and making better use of existing systems.
• Wider finance exposure: Work alongside the Financial Controller and wider finance team, gaining exposure beyond the traditional accounts receivable remit.
• Career development: An opportunity to build on your existing finance experience, with AAT studies and further professional development welcomed.

What will you be doing?

You'll have a varied workload, with responsibility spanning several important areas of the finance operation.

Accounts Receivable & Sales Ledger

• Manage the accurate and timely processing of customer invoices.
• Maintain customer accounts, ensuring records are accurate and up to date.
• Complete sales ledger reconciliations and investigate any discrepancies.
• Allocate incoming payments and resolve unidentified or unallocated cash.
• Prepare and issue monthly customer statements.

Credit Control & Customer Relationships

• Proactively monitor outstanding balances and take ownership of chasing overdue payments.
• Contact customers via telephone, email and written correspondence to resolve payment queries and secure outstanding funds.
• Negotiate payment arrangements where necessary and escalate more challenging accounts.
• Help achieve debtor day and overdue debt collection targets.
• Review new customer credit applications and assist with setting and monitoring appropriate credit limits.

Reporting & Financial Controls

• Assist with aged debt reporting and cash collection forecasting.
• Support month-end activities relating to accounts receivable and credit control.
• Ensure transactions are accurately documented and appropriate audit trails are maintained.

Process Improvement & Wider Finance Support

• Contribute to improving customer onboarding, credit control and order-to-cash procedures.
• Identify opportunities to streamline processes and maximise the functionality of existing finance systems.
• Work with colleagues across the business to resolve invoice queries, discrepancies and customer disputes.
• Support the wider finance team during periods of absence or increased workload.
• Get involved in ad hoc finance projects and initiatives focused on improving efficiency, controls and reporting.

What are we looking for?

We're keen to speak with individuals who have some previous experience in a finance or accounts-based position, particularly within sales ledger, accounts receivable or credit control.

You'll ideally have:

• Previous experience in a finance, accounts administration or customer accounts role, ideally with exposure to sales ledger and credit control.
• Strong attention to detail and the ability to maintain accuracy across financial records.
• Confident communication and interpersonal skills, with the ability to negotiate professionally with customers.
• Excellent organisation and time management, with the ability to manage competing priorities and deadlines.
• A proactive attitude, taking ownership of responsibilities and working independently.
• An inquisitive mindset and an interest in understanding and improving financial systems and processes.
• Experience using Microsoft Office, particularly Excel, Outlook and Teams.
• Exposure to an ERP or finance system such as Microsoft Dynamics, Sage or SAP.

It would be a bonus if you also have:

• An interest in continuous improvement and process optimisation.
• AAT studies or an ambition to pursue a professional finance qualification.

Salary & Benefits

• £30,000-£40,000 salary, dependent on experience.
• 23 days annual leave plus bank holidays.
• Private healthcare cash plan.
• Life insurance.
• Free onsite parking.
• Employee referral programme.

The Practical Details

• Location: Bristol.
• Working pattern: Fully office-based.
• Hours: 40 hours per week, Monday to Friday, standard office hours
• Reporting to: Financial Controller.

Interested?

If this sounds interesting I want to hear from you… please reach out to apply!

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