Finance & Billing Controller

Hours: Full time. Dumfries & Galloway based (hybrid / flexible considered)

Salary: Competitive, dependent on experience

We are seeking a Finance & Billing Controller to take ownership of billing accuracy, revenue assurance, and operational financial control across our growing group of businesses.

This is a hands‑on role at the heart of the organisation, ensuring that all revenue is billed correctly, costs are accurately allocated, cash is collected efficiently, and financial data entering Xero is complete and reliable.

This role sits between service delivery, suppliers, and finance. It is not a qualified accountant position, but it carries significant responsibility and influence over cash flow, margin protection, and billing integrity.

You will work closely with the CEO and act as the central point of knowledge for billing and finance operations.

• Own end-to-end client billing, including recurring managed service billing and ad-hoc charges
• Review and action tickets marked as billable, from our CRM software Halo PSA, ensuring correct assignment, pricing, and invoicing
• Raise, issue, and correct project invoices
• Track hardware and assets from a financial perspective and ensure all costs are fully recovered through invoicing
• Proactively identify billing errors, missed charges, or revenue leakage and ensure timely correction

• Set up new clients and services in Xero, Halo PSA, and internal billing trackers
• Stop or amend billing when clients leave or services change
• Maintain ongoing billing accuracy as client estates, licences, or services evolve

• Monitor aged debt and actively chase overdue invoices
• Manage GoCardless mandates, failed payments, over payments, and refunds
• Handle client queries and disputes relating to invoices and charges, including issuing credit notes where appropriate
• Identify, chase, and resolve missing or incorrect supplier bills
• Liaise with suppliers to query charges, challenge price increases, and manage credits or refunds
• Review subscriptions and supplier services to ensure correct quantities and pricing
• Allocate supplier costs accurately to the correct client or cost centre
• Input-side bookkeeping, including posting transactions and maintaining accurate nominal coding (including creating / amending nominal codes where required)
• Reconcile accounts to ensure all income and expenditure is fully captured
• Ensure transactions are correctly coded so that reporting is reliable
• Prepare financial information for VAT returns, completed by an external accountant

• Act as the central point of knowledge for billing and finance processes
• Question wherever something does not look right and may impact billing accuracy
• Identify recurring issues, process gaps, or control weaknesses and raise them for improvement
• Complete supplier credit account applications
• Create draft payments in our banking software for suppliers, expenses, and client refunds
• Monitor use of company bank cards

• Strong experience in billing, bookkeeping, or finance operations within an MSP, IT services, or project-based services environment
• Excellent attention to detail with a natural sense of ownership and accountability
• Confident reviewing and challenging operational activity where it impacts billing or margin
• Solid experience with Xero;
  Halo PSA experience highly desirable
• Comfortable working across multiple systems and managing complex billing scenarios
• Organised, proactive, and able to prioritise in a fast‑paced environment

• It is not a qualified accountant or finance manager role
• It does not own pricing strategy, forecasting, or management accounts
• It does not replace external accountants or advisors
• A trusted, high‑impact role at the centre of a growing business
• Direct access to decision‑making and real influence over financial accuracy and performance
• Opportunity to grow with the business and shape how finance operations scale over time
• A supportive, pragmatic working environment where attention to detail is genuinely valued