Credit Controller and Finance Assistant

Location : Hailsham, East Sussex, England
Job Ref : JM65
Consultant : Judith McClurg
Sector : Accountancy
Salary : DOE


JM65: Credit Controller and Finance Assistant
Location: Hailsham
Salary: Competitive


As Credit Controller and Finance Assistant you are responsible for ensuring that all payments owed to the Organisation are collected promptly and in accordance with agreed payment terms. The post holder is responsible for liaising with other departments as necessary in respect of billing queries to ensure that any issues are resolved quickly and efficiently. The post holder is expected to adopt a professional and caring attitude, with a polite and courteous manner in all aspects of communication.

Job Description:

  • To raise invoices and supporting documentation for all clients (NHS, Commercial, and PWB) in a timely manner.
  • To pursue overdue invoices by telephone, email, and letter within agreed timescales.
  • To liaise with clients to ensure that all debt is paid within 30-day payment terms.
  • To maintain accurate records of all investigative activity.
  • To escalate to collection agencies when deemed necessary.
  • To manage your own portfolio of ledgers.
  • To be responsible for checking all receipts daily to ensure that the correct customer accounts have been credited and that payment has been made in full.
  • To be responsible for resolving all unallocated credit entries on various accounts, ensuring that, before allocation, the payee is responsible for payment of the invoice.
  • To analyse the aged debt reports on a weekly basis and preparing reports for various audiences, including input to the monthly board reports.
  • To be responsible for ensuring that, where payment of an account has been made in error, the credit is refunded back to the payee.
  • To be responsible for running daily debtor reports which list invoices overdue for payment.
  • To deal with queries from clients, ensuring that all details of progress are recorded on the computerised system used by the Commercial Team.
  • To ensure that all aged debt is actively being managed and followed up with the clients thus minimising the risk of bad debt.
  • To complete the receipting of payments daily.
  • To enter any bad debt, on the write off sheet on a monthly basis.
  • To undertake complex reconciliations and invoice generation files.
  • To respond promptly and completely to both patient, customer, and internal enquiries.
  • Where possible, to manage any concerns or queries raised by client’s locally to minimise the risk of complaint.
  • To ensure the Finance Director is aware of any persistent billing irregularities that delay payments.
  • To manage the organisations expenses procedures, ensuring all expenses are checked, have the necessary receipts and managers authorisation before making payment.
  • To provide cross cover where necessary within the team and in particular to the accounts payable team, broadening your experience of the finance function.
  • Any other duties delegated by the Finance Director.
  • To be able to work with minimum supervision.

Additional Responsibilities & Requirements:

  • The above list of duties is not intended to be exhaustive, and you will be required to undertake any other duties commensurate with the grade and in line with the requirements of the post that fall outside of this positions remit. Within reason, you may be required to work outside of your standard contracted hours to meet the needs of the organisation.
  • As part of your ongoing development, you will be required to undertake training to meet the requirements of your role.
  • The job holder is required to acknowledge, understand, and abide by Quality, Information Security and all other policies relating to his/her employment.


  • 5 GCSEs at Grade C or above (or equivalent), to include Mathematics and English.
  • AAT Technician Level or NVQ level 4 in accounting or equivalent experience.
  • Experience in a Health or Social Care environment.
  • Credit Control experience within the Finance Department with preferably several years’ experience within a similar accounting role.
  • Experience of effective team working.
  • Experience of handling cash, credit cards, bank transfers and cheques.
  • Knowledge of finance computerised ledger systems.
  • Knowledge of fundamental accounting principles (the rules which govern accountancy procedure

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