Credit Controller & Accounts Assistant at Montagu Evans | City of London, England, GB | Rezi

Credit Controller & Accounts Assistant at Montagu Evans

Credit Controller & Accounts Assistant

Montagu Evans · City of London, England, GB

2 weeks ago

Credit Controller & Accounts Assistant

Montagu Evans · City of London, England, GB

19 days ago
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About the Role

We are looking for a finance professional with a proactive approach and a keen eye for detail to join our Credit Control team. This role is integral to the firm's cash flow and offers an ideal opportunity to develop a broad skillset and gain experience within a busy finance team.

Responsibilities

  • Manage refunds to clients, ensuring relevant checks have been performed.
  • Maintain and update firm details on supplier portals.
  • Manage the accounts receivable inbox.
  • Liaise with fee-earners and billing teams to resolve disputed invoices.
  • Liaise with department Team Coordinators and Executive Assistants to ensure accuracy of client invoices.
  • Proactively chase overdue debts via email and phone.
  • Provide ME bank information to clients upon request.
  • Assist with monthly client statement runs.
  • Update debtor account information in Netsuite.
  • Produce CreditSafe reports when requested.
  • Allocate cash receipts accurately and clear suspense items promptly.
  • Record and bank cheque receipts.
  • Prepare monthly bank reconciliation for the Ratings management team using Tramps.
  • Record and update supplier bank details, performing independent checks where required.
  • Perform any additional duties as reasonably requested, such as supporting audit requests.
  • Assist with ad-hoc tasks across the finance team, including various monthly balance sheet reconciliations.

Requirements

  • Strong attention to detail.
  • Good communicator, both written and verbal.
  • Self-motivated.
  • Organized and committed.
  • Good knowledge of Microsoft packages, particularly Excel.
  • Reconciliation experience is desirable.
  • Sales and purchase ledger experience.
  • Credit control experience is advantageous.
  • Previous experience working with various accounting systems (Oracle NetSuite, Tramps, and Qlikview desirable).

Skills

  • Excel
  • Microsoft Packages
  • Reconciliation
  • Sales Ledger
  • Purchase Ledger
  • Credit Control
  • Oracle NetSuite
  • Tramps
  • Qlikview

Location

  • UK

Work Type

  • Full-time

Experience Level

  • Professional

About the Company

  • Montagu Evans is a UK property consultancy that helps clients unlock value from complexity.
  • Our purpose is to bring clarity, creativity, and conviction to the complex.
  • We are experts who collaborate to create value, not just preserve it.
  • Our team is built for impact, not oversight.
  • We specialize in high-value, complex assets across the property lifecycle, where political, technical or commercial challenges demand a joined-up approach.

Equal Opportunity

  • Montagu Evans will only pay recruitment agency fees where a valid signed agreement exists and the agency has been expressly instructed by our Talent Acquisition team to work on a vacancy.
  • We do not pay fees for unsolicited or speculative CVs submitted to Montagu Evans, our employees, or any representative of the business outside of our approved recruitment channels and processes.
  • Any candidate details submitted without prior instruction will be treated as unsolicited, and no fee will be due.
  • By submitting unsolicited CVs or candidate information to Montagu Evans, agencies acknowledge and accept these terms in full.