Credit Controller Role Overview
As a Credit Controller, you will play a crucial role in maintaining the financial health of our schools and Academy Trusts. Your primary objective is to minimize risk and maximize profitability by collecting outstanding invoices from schools and trusts in a timely manner.
* Proactively contact schools and trusts to chase outstanding invoices using telephone as your primary tool, ensuring that all communications are clear and concise.
* Sending statements and copying invoices as needed will help to facilitate efficient payment processes.
* Resolve queries efficiently to ensure prompt payments, minimizing delays and maximizing revenue.
* Collaborate with internal teams to resolve issues delaying invoice payments, promoting effective communication and cooperation.
* Escalate any concerning accounts to the Credit Control Manager, ensuring that all high-priority matters are addressed promptly.
* Provide regular reports on the status of debt and overdue accounts, enabling data-driven decision-making and strategic planning.
* Work alongside the wider credit control team to improve debt collection processes, identifying areas for improvement and implementing changes to enhance efficiency and effectiveness.
* Manage correspondence via personal and company email accounts, maintaining accurate records and adhering to organizational standards.
* Keep detailed notes and updates in our collection software and reporting findings to the Finance Leadership Team, ensuring that all stakeholders are informed and up-to-date.
* Prepare weekly and monthly reports and projects as required, utilizing data analysis and business acumen to inform decision-making.
* Attend finance and company meetings in person or via video, fostering collaboration and open communication among team members.
* Support the team with additional finance-related tasks when needed, demonstrating adaptability and a willingness to assist.