Finance Assistant - Great Yarmouth, United Kingdom - Swiss Camplings

Tom O´Connor

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Finance Assistant (Sales Ledger)
- Job Description


Managing the Sales Ledger and Credit Control are the prime responsibilities for the position within the company, whilst operating within the finance team to support wider finance needs of the business.

This position is the key point of contact for all customer invoice queries, responsible for timely and accurate processing of Account Receivable.


MAIN DUTIES & RESPONSIBILITIES

  • Credit control will form a large part of this role. In the current climate, this has become a priority therefore a calm, but firm telephone manner, combined with a systematic approach will be required.
  • Raising Invoices both Weekly & Monthly using a bespoke system and integrating into the accounting software.
  • Assess all customers regularly for risk of bad debt and report concerns to the Finance Management Team.
  • Keep the aged debt within the terms laid out by the directors each year.
  • Provide relevant information to the Management Accountant to assist with the month end process.
  • Processing Direct Debit Collections and ensure customers payment terms remain as agreed at the point of the contract signing.
  • Ensure receipts are allocated correctly and reconciled.
  • Handling all invoice queries and disputes in a professional and timely manner.
  • Building good relationships with customers and being the main point of contact for all customer issues while providing excellent service to both external customers and internal stakeholders.
  • Visiting the bank branch for weekly/monthly company banking needs.
  • Running reports, reconciliation and completing basic data analysis.
  • Adapt to evolving systems and contribute towards continuous development of the role.
  • Willingness to provide cover for others during absence.
  • Ability to work on own initiative and meet deadlines.
  • Strong MS office (Including Excel) skills are essential. It is your responsibility through internet searches, attending training courses provided and shared team knowledge to keep your skill level up to date.

ADDITIONAL DUTIES & RESPONSIBILITIES

  • To always take care of your own safety and the safety of others by complying with the Health & Safety Policy at all times.
  • Maintaining working practices that reflect the overall ethos and vision of Swiss Camplings, including following our policies, procedures and code of conduct.
  • Promoting the wellbeing of employees in line with the vision and values of Swiss Camplings.
  • Proactively assisting Swiss Camplings leadership team in developing and making viable suggestions for the improvement of the business and your role.
  • Sharing good practice with colleagues in support of the continuous improvement of the business.
  • Taking responsibility for personal development.
  • Attending and being involved in team meetings, training, as well as all personal development meetings, including supervisions.
  • Respecting and supporting the whole Swiss Camplings team.
  • In addition to the duties set out in this job description the post holder may at times be required to undertake additional or other duties to meet the needs of Swiss Camplings which may require travel to other sites.

PERSONAL QUALITIES
The Finance Assistant (Sales Ledger) role is especially suited for someone who fits the following description:

  • A person who possesses a self-motivated and conscientious work ethic.
  • They will be methodical, organised and accurate.
  • They have a good level of education with a minimum of 5 GCSEs with a pass in Mathematics and English.
  • 25 years' Experience of working in a similar role.
  • A confident person who strives for efficiency but understands how their actions can affect others.
  • Someone who supports the company's sustainability goals.
  • A team player who not only supports the Finance Team but can appreciate the bigger picture and understand how their work fits into the department and wider company.
  • Someone who understands the ethical responsibilities of a Finance role and acts with confidentiality, integrity and due care.
  • A positive person that can be accountable for their actions and always look to help solve any challenges the team or company faces as they arise

PERSONAL DEVELOPMENT
As part of Swiss Camplings, it is our desire to invest in you personally. We do so through one to one's, and on-going training.


One to One's


Monthly One-to-one employee meetings are completed in order to give opportunity to talk through successes, challenges, development/training needs, and other work-related issues as they arise.


Training


Regular on-going training is provided within work hours in the following contexts: Mandatory training relevant to the role, organisational wide training, team meetings and opportunities for regular professional training.


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