Financial Account Manager

1 day ago


Sheffield, Sheffield, United Kingdom CV-Library Full time

We are currently recruiting for a skilled Financial Account Manager to join our team. As a key member of our finance department, you will be responsible for managing customers' accounts, ensuring timely payments and resolving any payment issues that may arise. Your expertise will be invaluable in helping us maintain strong relationships with our customers and achieving our financial targets.

Key Responsibilities

Your key responsibilities will include:

  1. Managing customers' accounts to ensure timely payments and addressing any payment issues.
  2. Initiating collections against debts that are overdue against agreed terms.
  3. Taking ownership of the ledger and assigned customers, building strong relationships both internally and externally to achieve targets.
  4. Administrative duties for the fresh desk in AR, ensuring all incoming tickets are assigned correctly and responses and resolutions are achieved in a timely manner.
  5. Resolving customer queries promptly, including investigations and raising cases, working closely with other members of the finance team and wider business to resolve customer queries and provide excellent customer service.
  6. Maintaining accurate notes on customer accounts, ensuring that any communication is accurately recorded.
  7. Issuing LBA's and working with 3rd party collection agencies on overdue invoices, taking ownership of this process and maintaining communications with external parties and keeping accurate notes on the customer's account.
  8. Ensuring housekeeping is updated on all contact information and investigations are done on all failed emails.
  9. Providing administrative support to the wider finance team as required and any other finance-related ad-hoc duties that may come up from time to time.

The ideal candidate will have experience in customer service and credit control, ideally within the education industry. Proficiency in Excel spreadsheets is also essential. In addition, you should have a basic understanding of credit control processes and customer risk assessment through credit scoring.



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