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Financial Operations Coordinator

2 months ago

Paignton, Torbay, United Kingdom Lloyd Barnes Accountancy Recruitment Full time

Financial Operations Coordinator

Job Summary:

Lloyd Barnes Accountancy Recruitment is seeking a highly skilled Financial Operations Coordinator to join their dynamic finance team. As a key member of the team, you will be responsible for overseeing all facets of Credit Control and Sales Ledger, including ledger management, reconciliations, debt management, and KPI reporting.

Key Responsibilities:

  • Manage the Sales Ledger: Fully manage the Sales Ledger, including invoicing, credit notes, cash postings, and account reconciliation.
  • Oversee Credit Control: Oversee all aspects of Credit Control, from onboarding customers to credit referencing, limit setting, debt collection, and KPI reporting.
  • Manage Customer Accounts: Manage customer accounts, handling queries, rate changes, fee schedules, and legal debt recovery.
  • Provide Regular Updates: Provide regular updates on the Debtor Ledger in meetings with managers.
  • Improve Credit Control Processes: Ensure credit control processes are current, regularly reviewed, and continuously improved.
  • Manage the Purchase Ledger: Manage the Purchase Ledger, including invoice processing, payments, and reconciliation.
  • Oversee Fixed Asset Management: Oversee Fixed Asset Management, including monthly reconciliation and depreciation posting.
  • Manage Companywide Petty Cash: Manage companywide Petty Cash and support bank account management and cash flow forecasts.

Requirements:

  • Qualifications: Part or fully qualified AAT with experience in financial systems and advanced Excel.
  • Experience: Minimum of 2 years in a similar role with strong credit control experience and a solid understanding of double-entry bookkeeping.
  • Skills: Detail-oriented with a focus on accuracy in financial transactions and excellent written and verbal communication skills.
  • Personal Qualities: Self-motivated with the ability to work independently and collaboratively to meet strict deadlines.
  • Adaptability: Flexible and adaptable, able to work effectively both alone and within teams.