Finance Assistant

Are you an experienced user of Sage 200?

Have you worked within the Motor, Membership or education sector?

Do you want to work for a company that has some lovely benefits inclusing a 35 hour working week?

Purpose of Role

To maintain the Sage 200 sales ledger (income), carry out credit control for the organisation.

To raise all invoices required by the organisation, inputting to Sage 200 and distributing to customers by email.

Key Responsibilities:

Invoicing                                                                 

• Invoicing using Sage, ensuring accuracy and compliance with pricing structure and individual pricing agreements
• Monitor discounts given and provide summaries and data on such discounts as required by managers.
• Responsible for raising invoices and credit notes for all areas of the business, using the data from multiple sources e.g. QLMS, etc.
• Provide support and information for all Istaff as required in relation to the role.
• Embrace change and have input into new invoicing practises and procedures

Sales Ledger (Sage 200)                                                                         

• Maintain the Sales Ledger
• Follow the agreed process for setting up new customers or making amendments. Process credit checks on new customers as required
• Deal with any customer related queries
• Carry out customer related filing as required

Credit Control (Sage 200)                                                               

• Carry out agreed credit control activities
• Co-ordinate the monthly credit control process, including:
  • Issue statements to debtors
  • Issue letters and take proceedings as appropriate
• Prepare monthly credit control information for management, including aged debtors report and commentary
• Prepare debtor write-offs
• Manage requirements arising from liquidation notifications
• Attend credit control meetings as required
• Keep up to date with current credit management procedures and techniques
• Identify improvements to credit control processes and implement as agreed

Benefits:

Usual benefits apply

• Non-contributory pension scheme, 8% from employer on commencement of employment
• 25 days holiday (save 3 days for Christmas closedown) plus bank holidays
• Private healthcare for employee and spouse/partner on successful completion of probationary period
• Free parking