Credit Controller

Primary Purpose Of The Job To manage and maintain our client debtors ensuring timeous collection of fees billed.

Main Duties And Responsibilities Standard Credit Controller Duties & Responsibilities

• Monthly partner meetings
• Scheduling of meetings with Partners on a monthly basis via Teams or in person to go through outstanding debtor balances
• Client Accounts Maintenance
• Maintain & identify client cards with missing information and update details pertaining to Vat Numbers, Company Registration/ID/Trust Numbers, address & contact details, account grouping etc. accordingly

Client / Invoice status updates

• To be completed in Maconomy on all open items
• To be kept up to date and reported on monthly or at an ad hoc basis as requested by the National Credit Control Manager

Collection of all debtor balances according to our standard payment terms of “payment upon presentation” via email, letter & telephone calls with the view to reach the target/s as set out in the Monthly Target report

Liaising with Engagement managers & Partners ensuring they are aware of any unpaid invoices & to obtain insight into possible reasons for delay in payment

Queries

• To be followed up to point of resolve

Ageing reports

• To be reported to partners weekly including listings of problematic accounts for their specific attention or as requested by the partner or management

Client History

• Keep a detailed written record of all collection attempts, to be updated in Maconomy and ageing reports

Document saving to client cards & journals

• To ensure all journal creations or updating of client card details are supported with the relevant instruction emails and or applicable documentation confirming the details

Issuing / completion of

• Demand Notices & Hand Over Documents
• Vendor form applications - for signature by relevant engagement partner/s
• Business Rescue & Liquidation forms
• Client refund requests
• Various company documents as requested by the client

Provision of overdue debtor balances, monthly

• To identify aged and or problematic debt and present to the partner for debtor provision
• Where overprovisions exist to identify and instruct the admin team to reverse to R0.00 Net Balance

Where procedures, policies & processing changes or updates occur as instructed by the National Credit Control Manager, the Credit Controller will adapt accordingly

Qualifications/Recognition Of Prior Learning Equivalent

• Matric with Maths and / or Accounting

Work Experience

• Minimum 5 working experience
• Working within a team

Knowledge

• Working knowledge of credit control/collections practices/procedures
• Good knowledge & understanding of Maconomy & our processes

Technical Competencies

• Accurate and detail orientated
• Microsoft Office Applications - All
• Intermediate Excel Skills
• Good problem solving & analytical skills

Behavioural Competencies

• Ability to communicate with all levels of clients both internally and externally
• Ability to work as a team member
• Good command of the English language, both oral & written
• Planning and organisational ability
• Self-motivated & pro-active

BDO Core Competencies

• Relationships and Collaboration
• Exceptional Client Service
• Business Growth
• Engaging people
• Leadership
• Quality, Risk management and Operational performance

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