Finance Administrator

Following sustained growth, the business is looking to hire a Finance Administrator who would also carry out our monthly credit control process.

There will be a lot of data entry so attention to detail must be at a high level. There will also be a requirement to speak to a lot of our credit account customers so a good telephone manner is also essential

The role will be based at our head office just outside of Beverley, East Yorkshire. With very limited public transport, the candidate must have their own transport.

Job Role:

• Create Purchase orders for all departments across the business
• Ensure all PO's are approved by the relevant manager in a timely manner
• Regular review of all open purchase orders
• Other Ad Hoc admin jobs as required from around the business
• Chase and collect customer debts as agreed in the terms of trade
• Open customer accounts and release customer held orders on as prompt a basis as possible with objective of nothing on hold overnight
• Ensure accounts are set up correctly with relevant terms of trade, credit limit, currency, vat code/number, company number
• Maintain complete and accurate notes on the system
• Allocate daily cash received to customer accounts
• Issue copy invoices & monthly statements
• Process credit card payments
• Organise reminder letters to customers in respect of overdue amounts (liaise with account manager as necessary)
• Collate information to facilitate decision on credit limits to be applied
• Take decision to release held orders or escalate to management for higher risk or larger items
• Manage queries or requests for help (internal or customer) to ensure timely resolution
  Prepare a weekly Drs Report and present to the team
  

Ideally, you will already have the following skills:

• Excellent excel skills
• Be highly organised and able to plan, prioritise and manage your own workload
• Take ownership and accountability in order to meet deadlines and deliver results
• Keep your Manager informed of progress
• High attention to detail
• Be able to solve problems
• Determined, enthusiastic and proactive 'can do’ attitude
• Excellent interpersonal skills and be a team player
• Able to develop strong relationships across the team to support others in performing their roles effectively
• Confident and effective customer phone skills & negotiation skills
• Ability to assess and minimise risk on approving new customer accounts, setting credit limits and releasing held orders