Finance Business Partner

Portfolio partner with leading accountancy and advisory firm in Bristol seeks an experienced professional credit controller.

This role involves conducting client meetings, monitoring escalations, and enforcing credit control procedures. The ideal candidate will have strong communication skills, professional services experience, and proficiency in Excel and Workday. You will join a supportive team focused on delivering exceptional client service, with opportunities for growth and career development.

Key Responsibilities

Conduct regular face-to-face meetings with stakeholders regarding their debt portfolios
Monitor queries and disputes, ensure the appropriate escalation
Ensure consistent application of the firm's debt provisioning policy
Ensure that the debtors ledger contains minimal adjustments and where appropriate that over payments or payments on account are properly returned, applied or cleared
Ensure that there are minimal unallocated cash receipts
Enforce consistent BDO credit control procedures
Review and analyse aged debt against defined metrics
Actively chase all overdue debt within the allotted portfolio and update Partners/Managers as appropriate

Who You Are

Professional services experience.
Excel skills to a competent level.
Excellent written and verbal communication skills and ability to present confidently and convincingly to management
Strong interpersonal skills with ability to both motivate individuals and deal professionally with performance issues
Commitment to delivering exceptional client service to internal and external stakeholders Benefits

27 days holiday & non-contributory pension.
Flexi-time scheme & modern, award-winning office location.
Performance-related bonus

51087AO

INDCC

Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy