ACCOUNTANCY & FINANCE RECRUITMENT
This opportunity is ideal for a detail-oriented Finance Assistant who enjoys combining finance operations with customer interaction. You’ll support a busy credit control and finance function, helping to ensure smooth transactional processes while enhancing the overall customer journey.
The Opportunity You’ll join a dynamic finance team where you will support a range of accounts receivable and administrative processes. This is a varied role with exposure across customer onboarding, query resolution, and transactional finance, offering excellent development potential.
Key Responsibilities • Completing welcome calls to new customers, enhancing their onboarding experience • Managing customer queries via phone, email, and other communication channels • Liaising with internal teams to resolve invoice and transactional queries • Processing bank receipts and supporting sales ledger activities • Reconciling customer accounts, including proforma accounts • Supporting month-end processes and timelines • Producing copy invoices and generating reports • Taking card payments and handling related administration • Assisting with insolvency claim processes • Distributing queries for escalation where required • Supporting customer account onboarding and maintenance processes • Collaborating with AR and AP teams to resolve queries efficiently • Contributing to process improvements within credit control administration • Ensuring adherence to SLAs across business units • Providing administrative support for operational changes within credit control
What You’ll Bring • Previous experience in a customer-focused environment, ideally within finance or credit control • Strong written and verbal communication skills • Proficiency in MS Office, Teams, and Outlook (D365 experience advantageous) • Excellent customer service mindset • Strong attention to detail and organisational skills • Ability to work effectively in a fast-paced environment • Problem-solving skills and a proactive approach • A collaborative, team-oriented attitude
Package & Benefits • Competitive salary package • Opportunity to gain exposure across finance operations • Supportive and collaborative working environment • Career development opportunities
Why This Role? • Varied role combining finance and customer interaction • Opportunity to develop within a growing finance function • Exposure to multiple business units and processes • Chance to contribute to process improvements and transformation initiatives
To learn more or apply, please contact Laura at laura@wilkinsonandassociates.co.uk for a private and confidential discussion. Alternatively, submit your CV and we’ll be in touch.
Due to the volume of applications, only successful applicants will be contacted.