Financial Transactions Coordinator

4 days ago


Pretoria, Gauteng, South Africa People Dimension Full time
Key Responsibilities:

As a Financial Transactions Coordinator at People Dimension, you will be responsible for capturing and reconciling bank transactions, allocating receipts to customer invoices, and investigating and resolving customer queries.

Account Management:

• Maintain and update customer details on SAGE Evolution
    • Inform customers regarding overdue accounts
    • Receive and review customer credit applications and send for credit verification checks
    • Ensure customer accounts are placed on hold or taken off hold and inform relevant parties of such changes

Financial Management:

• Maintain customer Age Analysis on a weekly/monthly basis and arrange a weekly meeting with management to discuss
    • Prepare credit notes as authorized, pass credits and raise tax invoices not related to inventory
    • Reconcile Services accounts/Loan accounts/Intercompany accounts

Minimum Requirements:

• Grade 12 (Matric Certificate)
    • Tertiary Qualification (desirable) or studying towards a Bookkeeping or Finance Degree would be advantageous
    • Minimum of 1 – 3 year's work experience in a similar role
    • Accounting System experience would be advantageous

Knowledge and Skills:

• Sage 200 Evolution
    • Working knowledge of Ms Office with a thorough understanding of MS Excel at a Basic/Intermediate Level
    • Solid understanding of basic accounting principles, fair credit practices and collection regulations
    • Proficiency in English and effective verbal and written communication skills



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