Credit Controller

2 months ago


Western Cape, South Africa BDO South Africa Full time

**Primary Purpose of the job**:
To manage and maintain our client debtors ensuring timeous collection of fees billed.

**Main Duties and Responsibilities**:

- Monthly partner meetings
- Scheduling of meetings with Partners on a monthly basis via Teams or in person to go through outstanding debtor balances
- Client Accounts Maintenance
- Maintain & identify client cards with missing information and update details pertaining to Vat Numbers, Company Registration/ID/Trust Numbers, address & contact details, account grouping etc. accordingly
- Client / Invoice status updates
- To be completed in Maconomy on all open items
- To be kept up to date and reported on monthly or at an ad hoc basis as requested by the National Credit Control Manager
- Liaising with Engagement managers & Partners ensuring they are aware of any unpaid invoices & to obtain insight into possible reasons for delay in payment
- Queries
- To be followed up to point of resolve
- Ageing reports
- To be reported to partners weekly including listings of problematic accounts for their specific attention or as requested by the partner or management
- Client History
- Keep a detailed written record of all collection attempts, to be updated in Maconomy and ageing reports
- Document saving to client cards & journals
- Issuing / completion of
- Demand Notices & Hand Over Documents
- Business Rescue & Liquidation forms
- Client refund requests
- Various company documents as requested by the client
- Provision of overdue debtor balances, monthly
- Where procedures, policies & processing changes or updates occur as instructed by the National Credit Control Manager, the Credit Controller will adapt accordingly

**Qualifications/Recognition of Prior Learning equivalent**:

- Matric with maths and / or accounting.

**Work Experience**:

- Minimum 5 working experience
- Working within a team

**Knowledge**:

- Working knowledge of credit control/collections practices/procedures
- Good knowledge & understanding of Maconomy & our processes

**Technical Competencies**:

- Accurate and detail orientated
- Microsoft Office Applications - All
- Intermediate Excel Skills
- Good problem solving & analytical skills

**Behavioural Competencies**:

- Ability to communicate with all levels of clients both internally and externally
- Ability to work as a team member
- Good command of the English language, both oral & written
- Planning and organisational ability
- Self-motivated & pro-active

**BDO Core Competencies**:

- Relationships and Collaboration
- Exceptional Client Service
- Business Growth
- Engaging people
- Leadership
- Quality, Risk management and Operational performance


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