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