Credit Controller (Open to National Offices)

Primary Purpose of the Job

• To manage and maintain our client debtors ensuring timeous collection of fees billed.

Main Duties and Responsibilities

Standard Credit Controller Duties & 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
• Collection of all debtor balances according to our standard payment terms of “payment upon presentation” via email, letter & telephone calls with the view to reach the target/s as set out in the Monthly Target report
• 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

• To ensure all journal creations or updating of client card details are supported with the relevant instruction emails and or applicable documentation confirming the details

Issuing / completion of

• Demand Notices & Hand Over Documents
• Vendor form applications – for signature by relevant engagement partner/s
• Business Rescue & Liquidation forms
• Client refund requests
• Various company documents as requested by the client

Provision of overdue debtor balances, monthly

• To identify aged and or problematic debt and present to the partner for debtor provision
• Where overprovisions exist to identify and instruct the admin team to reverse to R0.00 Net Balance
• Where procedures, policies & processing changes or updates occur as instructed by the National Credit Control Manager, the Credit Controller will adapt accordingly

Requirements
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