Financial Credit Specialist

3 weeks ago


Guildford, Surrey, United Kingdom WesTrac Full time
Job Description

We are seeking a highly skilled Credit Collections Officer to join our team at WesTrac, one of the world's leading Caterpillar Dealerships. As a key member of our financial team, you will be responsible for managing our debtors ledger and ensuring we maximise cash receivables while supporting sales opportunities.

Responsibilities:
  • Full management of assigned debtors ledger, including collections, allocation, dispute management, and reconciliation.
  • Effectively manage key accounts and make decisions on customer trading status, debt collection strategy, and order approval within credit policy.
  • Efficiently manage the Credit Limit Exceed report.
  • Handle disputed invoices and collaborate with internal stakeholders to ensure cash collections and customer satisfaction.
  • Timely and accurate allocation of customer payments and account reconciliation.
  • Identify high-risk customers and implement appropriate mitigation measures with the Credit Supervisor.
Requirements:
  • Proven credit expertise and a can-do attitude.
  • Proficiency in meticulous account reconciliation.
  • Proficiency in Excel, including basic formulas.
  • Familiarity with ERP software like SAP is highly advantageous.
  • Unrivalled training and development via The WesTrac Institute.
  • Free and secure on-site parking.
  • Fantastic team environment and inclusive work culture.
  • Made for More Rewards program with discounts at retailers like Woolworths, Caltex, Apple, Crown, Qantas and many more.
  • Discounted health insurance, income protection insurance, and salary sacrifice options.


  • Guildford, Surrey, United Kingdom Synchronicity Financial Services Full time

    We are seeking a Financial Services Compliance Specialist to join our team at Synchronicity Financial Services. This role offers an excellent opportunity for individuals with a passion for financial regulations and compliance to gain valuable experience in wealth management.The ideal candidate will have some experience gained in the financial services or...


  • Guildford, Surrey, United Kingdom Page Personnel Sales Full time

    Job DescriptionWe are seeking a highly motivated Credit Control Specialist to join our team in Guildford. As a key member of our Accountancy team, you will be responsible for ensuring clients pay on time and delivering exceptional customer service.Key Responsibilities:Maximise cash collection and reduce aged debt by building strong relationships with...


  • Guildford, Surrey, United Kingdom BDO LLP Full time

    Overview:BDO LLP is a key member of the BDO global network of public accounting, tax and advisory firms with representation in 164 countries.About the Role:This Financial Operations Assistant position is available in our Gatwick office. As part of a team of 4-5, you will assist in Accounts Receivable and Credit Management. Key responsibilities include...


  • Guildford, Surrey, United Kingdom Ambition Full time

    **Job Description**Ambition, a progressive law firm, is seeking an experienced Financial Management Specialist to join its finance team. This role involves overseeing the day-to-day finance function, including management accounting, FP&A, and credit control.The successful candidate will have a strong understanding of financial management principles and be...


  • Guildford, Surrey, United Kingdom The Technical Department Careers Full time

    Role Overview:We are seeking a highly skilled Accounts Professional to join our team at The Technical Department Careers. As a Management Accountant, you will play a vital role in supporting the growth of our business by providing expert accounting services.This is a part-time position, ideally 3 days per week, with a salary of £45,000 per annum FTE (pro...


  • Guildford, Surrey, United Kingdom Page Personnel Sales Full time

    About the RolePage Personnel Sales is seeking a skilled Credit Controller to join their team in Guildford. This role involves processing invoices, managing debtors, and ensuring timely payment from clients.Key ResponsibilitiesProcess invoices into the accounting system for accurate tracking and reporting.Post and allocate receipts to ensure seamless...


  • Guildford, Surrey, United Kingdom BDO LLP Full time

    Accounting Support Professional - BDO LLPWe partner with innovative businesses driving the UK's economic engine. This role involves supporting our accounts receivable and credit management teams in their daily operations. Based in Gatwick, you will attend the office twice a week to maintain effective communication with colleagues. You will focus on receiving...


  • Guildford, Surrey, United Kingdom Euro Car Parts Limited Full time

    About the RoleThis role requires a highly organized and detail-oriented individual to manage our sales ledger accounts and maintain high credit control standards. You will work closely with our team to ensure seamless operations and deliver excellent customer service.Responsibilities:Monitor and control sales ledger accounts, ensuring accurate records and...


  • Guildford, Surrey, United Kingdom Ambition Full time

    Role OverviewThe Financial Controller will lead the financial management, ensuring robust financial controls and efficient accounting processes. This leadership role is responsible for overseeing and managing the financial operations, including Management Accounting, FP&A, day-to-day financial operations, and Credit Control.This pivotal role supports the...


  • Guildford, Surrey, United Kingdom Metro Bank Plc Full time

    We're looking for a highly skilled Credit Analyst Support to join our team at Metro Bank Plc. This role involves providing excellent customer service, gathering data, identifying key individuals, and ensuring compliance with policies. As a Credit Analyst, you'll take responsibility for customers, colleagues, and the bank, while also understanding your role's...


  • Guildford, Surrey, United Kingdom Euro Car Parts Limited Full time

    Financial Administrator Job SummaryThis role involves managing financial operations, including credit control and cash handling. The successful candidate will have strong analytical and problem-solving skills, as well as excellent communication and customer service skills.Responsibilities and RequirementsMaintain accurate records of sales ledger accounts and...


  • Guildford, Surrey, United Kingdom Reed Full time

    Job Title: Financial Planning SpecialistLocation: GuildfordSalary: £65,000 - £75,000 per annum + bonusThe role of a Financial Planning Specialist is to oversee all financial aspects of two UK businesses within a larger international group. This position is integral to the strategic planning process, offering an excellent opportunity to work closely with...


  • Guildford, Surrey, United Kingdom BDO LLP Full time

    Job Title: Accounting & Accounts Receivable AssistantOur ApproachWe're specialists in our fields, taking a flexible approach to help clients succeed. Our expertise delivers exceptional client service, operating from 17 UK locations covering major business centers.Job RequirementsA strong understanding of accounting principles and practices.Ability to work...


  • Guildford, Surrey, United Kingdom BAE Systems (New) Full time

    Job Description:We are seeking a skilled Financial Management Specialist to join our team at BAE Systems (New). The successful candidate will be responsible for providing financial ownership of assigned bid opportunities, ensuring effective bid governance processes, and collaborating with colleagues in finance teams to achieve target margins.This role...


  • Guildford, Surrey, United Kingdom beBee Professionals Full time £35,000 - £55,000

    We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. The ideal candidate will have a strong background in financial management, contract negotiation, and project coordination.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor construction...


  • Guildford, Surrey, United Kingdom Metro Bank Plc Full time

    Job OverviewMetro Bank Plc is seeking a highly skilled Credit and Risk Management Specialist to join its Asset Finance team. As a key member of the team, you will play a crucial role in providing excellent customer service, gathering information, and ensuring that all data is loaded onto our systems efficiently and correctly.The successful candidate will...


  • Guildford, Surrey, United Kingdom Howett Thorpe Full time

    Job Summary:We are seeking an experienced Financial Operations Specialist to join our team at Howett Thorpe. As the successful candidate, you will play a key role in managing and maintaining accurate financial records.The ideal candidate will have proven bookkeeping experience and advanced knowledge of SAP financial modules is essential for this position.Key...


  • Guildford, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Semi-Senior Audit Role with Hybrid WorkingWe are seeking a semi-senior auditor to join our team in Guildford, Surrey. This role involves assisting in the planning and execution of audit engagements across various industries, as well as supervising more junior staff and engaging in high-level client liaison.The successful candidate will have at least 12...


  • Guildford, Surrey, United Kingdom Austin Fraser Full time

    Austin Fraser is recruiting a dedicated Financial Credit Advisor to maintain high cash flow and minimize aged debt for their industry-leading client.About the RoleThis crucial position involves maintaining credit control procedures, enhancing debt collection processes, and reducing debtor days while reconciling customer accounts.Key Responsibilities:Updating...


  • Guildford, Surrey, United Kingdom Austin Fraser Full time

    About the RoleAustin Fraser is seeking a Financial Operations Specialist to join their team in ensuring the delivery of high-quality Self-Assessment Services. This role requires the individual to maintain a professional image and demonstrate motivation and commitment to achieve set targets.