Credit Controller
About Crowe
Crowe is a leading national firm offering audit, tax, advisory, and consulting services with global reach and local expertise. As an independent member of Crowe Global, one of the top 10 accounting networks worldwide, we have access to over 40,000 professionals across 140+ countries and more than 800 offices globally.
Our vision is to be a leader in our chosen markets, creating lasting value for our clients and our people and being a trusted partner in their success.
We are dedicated to driving client success, empowering our people, embracing sustainability, delivering technological change and acting in the public interest.
The overall purpose of a Credit Controller will be:
- To assist in providing a professional and timely credit control service in respect to all fee invoices on the firms fee Ledger to ensure clients pay the firm in accordance with agreed terms and conditions ensuring that appropriate action is taken (phone calls, credit limits, legal letters, account suspension) to safeguard the amounts due to the firm.
- To maintain the firms fee ledger records, posting allocations of receipts and credit notes as necessary
- To perform credit control duties daily as instructed by the supervisor
- To manage a portfolio of clients, working alongside client partners and managers to achieve the best possible recovery outcome.
- To provide any other support to the credit control supervisor as required
- To maintain the fee Ledger accurately and to keep to process deadlines
Credit Control duties include:
- To collect debts under the instructions of the credit control supervisor and in accordance with firms policy
- To assist in sending out statements to clients
- To make phone calls to clients as appropriate and occasionally take card payments over the phone
- To assist with legal letters as requested by the credit control supervisor
- To maintain the fee ledger daily receipts records when required
- To assist in preparing the productivity KPI’s for the credit control team and reporting the information to the credit control supervisor
- To investigate and resolve fee queries as required
- To attend your appraisal by credit control supervisor, annually and periodically during the year
- To assist in reviewing fee ledger aged reports ensuring all aged balances are received when due, other than balances where payment terms extension has been agreed
- To carryout meetings with client partners routinely as appropriate, to resolve late payments
- To present fee ledger aged reports to the credit control supervisor each month for update and discussion of slow payers and actions
- To assist in ensuring client accounts are suspended as appropriate
- To attend regular credit control team communication meetings to ensure the team issues are resolved, and information is communicated to and from the team as necessary
Receipt duties may include:
- To review daily receipts and action any amendments or remittance information, as instructed
- To bank daily cheque receipts
- To reconcile daily as instructed, the receipts cash book to the bank statement and general ledger
- To reconcile client account ledgers and present to credit control supervisor for review
- To liaise with clients and staff concerning receipt queries
- To adhere to deadlines
Skills, Knowledge & Abilities
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• To have a number of year’s experience in credit control duties in a team environment • To have good knowledge and understanding of credit control roles • To have experience of working to productivity KPI’s for credit controllers • A strong customer service focus and the ability to build effective working relationships within the credit control team, other employees, partners and external clients • To perform all credit control duties as instructed by the credit controller supervisor • To have knowledge of credit control processes including legal action online, or via legal firms and with overseas debt collection procedures • To be able to work effectively in a team environment and to process deadlines • Computerised fee ledger experience, preferably on Star PDM fee ledger and credit control module • High attention to detail and an orderly approach to credit control and fee ledger maintenance work • Sound working knowledge of MS Windows-based software packages, including word processing, spreadsheets, databases, electronic mail, calendars and the internet • Ability to post receipts on ledger and reconcile to receipts cash book and bank receipts statement Desirable: · Credit control qualification · Professional firm experience · Strong interpersonal skills Why choose Crowe? Whatever career you choose, whether in audit, tax, marketing or HR, we can offer you a rewarding and clear career pathway, designed to help you develop your existing talents as well as discovering new ones, positioning you to make a meaningful difference to our ever-growing and varied client base. At Crowe we foster a collaborative and inclusive culture, and we will encourage, support and guide you on an exciting professional journey of self-discovery. We value innovation and welcome those committed to making a difference for our clients, communities, and colleagues. With access to expert knowledge, continuous learning, competitive salaries, and flexible benefits, you will have the tools to build a rewarding career. We are committed to diversity in our teams, equal opportunity and merit-based progression. We promote a healthy working environment with flexible working approach alongside dedicated wellbeing support, helping our people to thrive both professionally and personally.
Following changes to government policy in April 2024, we only accept applications from individuals with an existing, permanent, right to live and work in the UK. #LI-HM1 |
