Accounts Receivable Specialist

Change Financial Services are working with our client, on an exclusive basis, as they expand their finance team with the addition of a Billings Analyst. Initially on a 12 month basis, the role will play a lead and key role in the department, reviewing and interacting with internal and external stakeholders to review and prepare accurate invoices and schedules. Financial Services experience isn’t essential for this role and applicants with experience in accounts receivable or billings from an alternative sector will be considered.

Our client is a fast paced and expanding financial services firm, with a strong and growing reputation in the sector. Due to this growth, an additional requirement was created to ensure customer satisfaction and accuracy is continued to be met. Strong interpersonal skills and excel is a must for the role, along with a proven background on invoice management and proactively resolving queries as they arise.

Key duties of the role will include;

• Responsible for the review and accurate checking of invoices prior to sending to the client
• Working closely with departments to check pricing and billing levels
• Reconciliation and resolution of discrepancies, owning queries and ensuring accuracy of outputs
• Generating fee invoices for client review
• Allocation of payments received and reconciling client accounts
• First point of contact and developing a relationship with clients for queries if they arise
• Following up on outstanding invoices
• Wider analysis and process improvement – using experience to highlight efficiencies and ways of working

Applicants will be able to show past experience in a billing or accounts receivable role, where they have owned the production of invoices and the allocation of payments received. Attention to detail is key and an ability to build relationships with a range of stakeholders is a must for the role. Confidence using excel to filter data is required, as well as using a fee management or billing system.

In return the role offers a great chance to join an expanding and growing financial services firm, based in Edinburgh, that offer excellent benefits and a work life balance. Longer term opportunities will exist with the firm after the 12 month initial period.

Hybrid Pattern: 2 days in office

12 month initial contact

Sponsorship is not offered for this role by the client.