Finance Assistant at Bodhi Solutions Ltd, Bolton

Finance Administrator

Job Description – Finance Administrative Assistant.
Job Role: Credit Controller primarily with ability to support with finance admin
Reporting to 1) Finance Manager
Direct Duties
• Processing and inputting of sales invoices & credit notes and ensuring all relevant details are correct before sending to client.
• Obtain purchase orders and invoice sign off from clients.
• Maintain the accounts receivable inbox, ensuring this is cleared and processed daily and queries resolved.
• Credit control duties – Contact customers by telephone and email, to chase upcoming and overdue invoices and ensure clients have all relevant documents required to enable payment but do so in a manner which maintains client relations.
• Reconcile customer accounts and investigate discrepancies.
• Monitor customer accounts to ensure payments are received within agreed credit terms.
• Assist with purchase ledger & payroll when required.
• Assist with budgeting, forecasting, and financial analysis as required.
• Ensure compliance with company financial procedures and internal controls.
Other duties
• Making payments over the phone or online portals.
• Further administrative duties to support the business as required; assisting with help desk queries & logging of jobs onto big change when required.
• Raise and issue purchase orders to support operation team.
• Assisting with general telephone enquiries.
• Ability to be flexible & cover other duties when required
• Ensure the office is kept clean & tidy; emptying bins and cleaning up when required.
• Provide flexibly in terms of working hours to support the business needs when required.
• General accounts & finance administration.
Skills / attributes required
• Previous experience in Credit Control, Finance Administration, Accounts Receivable, or a similar finance role.
• Be competent with both Xero & preferably Big change software systems (training can be provided if required)
• Advanced user of Microsoft Outlook / PowerPoint / Word / Excel
• Strong understanding of accounting principles and financial processes.
• Excellent communication and negotiation skills.
• Hard working with an enthusiastic attitude towards working and others
• The ability to be proactive and open to change.
• Demonstrates the ability to be an efficient worker & prioritises workload
• Strong organisational and time management skills.
• Having a wider knowledge of other team members duties when on leave