Financial Management Specialist

18 hours ago


Preston, Lancashire, United Kingdom Charalle Group Careers Full time

Job Overview:

The Charalle Group Careers is seeking a Financial Management Specialist to join our team in Preston. This role involves assisting Partners and portfolio holders in the prompt collection of debts, processing accounting data efficiently, and providing quality service to internal and external clients.

Key Responsibilities:

  • To build relationships with clients to facilitate settlement of outstanding bills in line with terms of business
  • To deal with, escalate, and manage client queries through to conclusion
  • To hold regular meetings and calls with Partners, portfolio holders, and other stakeholders to agree actions and responsibilities
  • Daily maintenance and noting of debtors ledger
  • To check and issue monthly statements and reminder letters
  • To ensure accurate classification of clients within the practice management system
  • Monthly debtor provisioning in line with policy
  • Cash management; maximising collections, arranging refunds, transferring, and reallocating

Requirements:

  • Excellent communication and organisational skills
  • Ability to work under pressure and meet deadlines
  • Knowledge of accounting principles and practices

Salary: £35,000 - £40,000 per annum



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