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.
