Credit & Collections Analyst

As the business continues to grow and with a pending new financial systems (D365) for the future, this is a pinnacle time to reevaluate the credit teams functions, roles and responsibilities, to address current and future challenges.

This newly created role will offer greater visibility as a central function aspect across all ledgers, and address adverse situations with more focus and continuation to completion

What will you be doing day-to-day? 📞

This newly created dual role will consist of debt management and reporting visibility

• Ownership of query management - lead the development of a query management process and tools within D365 to ensure all queries are addressed and closed out within a certain period of time.
• Liquidation and administration – Processing the paperwork and tracking the progress via the query management process.
• LBA & Legal cases review – Utilise a self-service LBA system and manage via a on-line portal, for any possible legal action, produce a case report for management review before further legal action.
• Cease process – Take credits ownership for the vulnerable checking process and ensure the ceases are carried out in full. Follow up any collections, credits or write offs as necessary until the account is closed.
• Take ownership for central credit reporting – Once D365 is in place regular reporting will be critical to the departments progress and use of resources month by month.
• Produce reports for trends within different customer sets and adverse payment situations for root cause analyst to better understand Gamma risk hotspot - Internal and external, and continuous improvement of processes
• Help develop and maintain Credits SharePoint page for self-serve objectives and to share information between departments using PBI reporting (A core function within D365)
• Continuous review of process and procedures
• Day to day liaison with finance, billing and sales teams
• As a small team there may be cover required for other aspects the credit team cover when staff numbers are low.

What you’ll need 🚀

• Accounting or credit qualification – AAT, ACCA, CICM or has an interest in studying to a qualification.
• Good understanding of liquidations, administrations and the LBA process
• Good understanding of SharePoint pages, PBI reporting and SQL
• Patience with complex work structures and multitasking abilities
• Excellent experience on Excel and managing large data sets
• Exhibit key strengths and attributes to a role model for the credit team
• Ability to work and communicate at all levels within business, internal and external
• A can do and flexible attitude with willingness to ‘pitch’ in at all levels

What do we offer? 💰

• 25 days holiday + bank holidays
• Your birthday off
• Private Medical Insurance
• Electric Vehicle (EV) scheme
• Pension plan
• Enhanced maternity and paternity leave
• Share-save scheme

A few things to note ✨

This is a hybrid role from our office in Newbury – This is a couple of days a week and the team come together on a Tuesday. We are based near Newbury station and with parking on-site.