Financial Operations Specialist
3 weeks ago
**Job Title:** Financial Operations Specialist
**Location:** Newcastle Upon Tyne - Hybrid (3 days a week on-site)
**Salary:** £26-£28 per hour
This role would suit a candidate who enjoys a varied job, as the post holder will be tasked with managing credit control and cash allocation. The successful candidate will be a confident communicator, comfortable making phone calls to clients, and building rapport in order to collect outstanding payments successfully.
The Role involves working within a team of 11, with responsibility for reviewing and approving invoices and credit notes to customers on the organisation's Fee Portal. Accurately considering any relevant tax implications. Managing the collection of monies owed in a timely manner, in adherence to the credit control policy.
- Review and approval of invoices in a timely manner and within acceptable quality standards.
- Contacting clients via telephone, email, and letter regarding collecting outstanding payments.
- Monitoring customer accounts and liaising with the business highlighting concerns over delayed payments and non-payments.
- Allocating cash received on the accounting system.
- Credit checks and client data validation.
- Variety of ad-hoc duties connected to the successful running of the team.
Requirements:
- Experience of working in Accounts Receivable/Credit Control.
- Transactional processing experience (data entry) with a good level of speed and accuracy.
- Knowledge and experience of JD Edwards Accounting Software would be beneficial.
- Awareness or experience of working in a Finance shared service centre.
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