Full job description

Accounts Receivable Assistant - Job Specification

Location: Liverpool Department: Finance Reporting to: Accounts Receivable Manager

Role Purpose

The Accounts Receivable Assistant will support the wider finance team by ensuring the timely and accurate processing of the accounts receivable function, with a particular focus on credit control activity. The role involves issuing customer invoices, reconciling accounts, monitoring incoming payments, resolving customer queries, and maintaining accurate financial records to support cashflow and reporting objectives.

The successful candidate will have practical experience in accounts receivable, sales ledger or credit control, with the ability to work independently and contribute effectively to a busy finance environment.

Key Responsibilities

• Prepare and issue customer invoices accurately and on time
• Liaise with clients to ensure timely settlement of invoices
• Support credit control activity, including following up overdue accounts
• Produce and update aged receivable reports
• Respond to customer queries regarding invoices, payments and account status
• Coordinate with internal teams to resolve discrepancies in orders or invoices
• Maintain and update accounts receivable records with a high level of accuracy
• Manage the accounts receivable inbox and communication with stakeholders
• Ensure compliance with internal controls, audit standards and financial policies
• Provide support for finance audits and ad-hoc tasks as required

Skills, Experience & Qualifications

Essential:

• Previous experience in Accounts Receivable, Sales Ledger or Credit Control
• Strong communication skills with a customer-focused approach
• Ability to investigate and resolve account discrepancies
• Strong organisational, analytical and problem-solving skills
• Proficient in Microsoft Excel (pivot tables, VLOOKUP)
• Ability to work independently and manage competing priorities

Desirable:

• Experience using credit assessment tools or debt management strategies
• Experience working within a fast-paced finance environment
• Knowledge of financial systems and accounting processes

Personal Attributes

• High attention to detail and accuracy
• Confident dealing with internal and external stakeholders
• Proactive approach to resolving issues
• Ability to adapt to changing priorities
• Strong team player with a collaborative mindset
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