Credit Controller

Oldbury

About Crowe

Crowe is a leading national audit, tax, advisory and risk firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in 150 countries and across 798 offices globally.

We pride ourselves on looking after our people, whether you’re working in corporate tax, statutory audit or you’re a marketing or HR specialist - at Crowe we invest in our people to help them be the best they can be.

We understand that it is often the culture and values of a firm that are most important when looking for a new workplace, that’s why at Crowe our people-focused culture means we value new ideas and innovation, and welcome people who are committed to making a difference by delivering excellent services to our people, clients and communities.

The overall purpose of a Credit Controller will be:

To assist in providing a professional and timely credit control service in respect to all fee invoices on the firms fee Ledger to ensure clients pay the firm in accordance with agreed terms and conditions ensuring that appropriate action is taken (phone calls, credit limits, legal letters, account suspension) to safeguard the amounts due to the firm.

To maintain the firms fee ledger records, posting allocations of receipts and credit notes as necessary

To perform credit control duties daily as instructed by the supervisor

To manage a portfolio of clients, working alongside client partners and managers to achieve the best possible recovery outcome.

To provide any other support to the credit control supervisor as required

To maintain the fee Ledger accurately and to keep to process deadlines

Credit Control duties include:

To collect debts under the instructions of the credit control supervisor and in accordance with firms policy

To assist in sending out statements to clients

To make phone calls to clients as appropriate and occasionally take card payments over the phone

To assist with legal letters as requested by the credit control supervisor

To maintain the fee ledger daily receipts records when required

To assist in preparing the productivity KPI’s for the credit control team and reporting the information to the credit control supervisor

To investigate and resolve fee queries as required

To attend your appraisal by credit control supervisor, annually and periodically during the year

To assist in reviewing fee ledger aged reports ensuring all aged balances are received when due, other than balances where payment terms extension has been agreed

To carryout meetings with client partners routinely as appropriate, to resolve late payments

To present fee ledger aged reports to the credit control supervisor each month for update and discussion of slow payers and actions

To assist in ensuring client accounts are suspended as appropriate

To attend regular credit control team communication meetings to ensure the team issues are resolved, and information is communicated to and from the team as necessary

Receipt duties may include:

To review daily receipts and action any amendments or remittance information, as instructed

To bank daily cheque receipts

To reconcile daily as instructed, the receipts cash book to the bank statement and general ledger

To reconcile client account ledgers and present to credit control supervisor for review

To liaise with clients and staff concerning receipt queries

To adhere to deadlines

Skills, Knowledge, and Abilities:

To have a number of years’ experience in credit control duties in a team environment

To have good knowledge and understanding of credit control roles

To have experience of working to productivity KPI’s for credit controllers

A strong customer service focus and the ability to build effective working relationships within the credit control team, other employees, partners and external clients

To perform all credit control duties as instructed by the credit controller supervisor

To have knowledge of credit control processes including legal action online, or via legal firms and with overseas debt collection procedures

To be able to work effectively in a team environment and to process deadlines

Computerised fee ledger experience, preferably on Star PDM fee ledger and credit control module

High attention to detail and an orderly approach to credit control and fee ledger maintenance work

Sound working knowledge of MS Windows-based software packages, including word processing, spreadsheets, databases, electronic mail, calendars and the internet

Ability to post receipts on ledger and reconcile to receipts cash book and bank receipts statement

Desirable:

Credit control qualification

Professional firm experience

Strong interpersonal skills

Why choose Crowe?

Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other.

Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions, and make smart decisions that have lasting value through the highest quality audit, tax, advisory and risk services.

We offer you an opportunity to continue your career and work for a firm that offers stability and knowledge. In addition you can work alongside experienced professionals who put the client at the heart of everything they do.

At Crowe, you will find the expertise, the resources and, above all, the commitment to help you build a satisfying and rewarding career. In return we can offer you continued career development, highly competitive salaries and flexible benefits. Plus an opportunity to work for a firm that truly values its people.