Finance Operations

About the jobPosition: Finance Operations & Credit ExecutiveLocation: LondonType: Permanent, full-timeWorking arrangement: HybridSummaryCobalt Recruitment is partnering with an established property and professional services business to recruit a Finance Operations & Credit Executive for its London-based finance team.This is a varied opportunity combining credit management, accounts receivable and wider finance operations. You will help maintain healthy cash flow, resolve client account queries and ensure financial information is processed accurately.Working closely with clients, finance colleagues and teams across the business, you will take ownership of key receivables activities while gaining valuable exposure to reconciliations, financial controls, month-end processes and audit support.This role would suit a proactive finance professional who enjoys solving problems, building relationships and managing a varied workload. It offers an excellent opportunity to broaden your experience and develop within a collaborative and commercially focused finance function.The roleContact clients by telephone and email to follow up on overdue invoicesBuild positive client relationships and manage payment discussions professionallyInvestigate invoice queries and help resolve disputed chargesWork with billing and operational teams to improve invoice accuracyMonitor the accounts receivable inbox and respond to requests promptlyProcess customer refunds after completing the required checksAllocate incoming payments accurately to customer accountsInvestigate unidentified payments and clear outstanding account itemsMaintain accurate customer and debtor information within the finance systemHelp prepare and distribute monthly customer statementsProvide clients with approved payment information when requestedKeep business information updated across customer and supplier portalsComplete credit checks and prepare reports when requiredRecord payments received through different methodsAssist with bank and balance-sheet reconciliationsUpdate supplier payment details and complete independent verification checksProvide information and documentation in response to audit requestsSupport month-end activities and other regular finance processesAssist with projects and ad hoc requirements across the wider finance teamIdentify practical opportunities to improve accuracy and efficiencyAbout youPrevious experience in credit control, accounts receivable, transactional finance or a similar roleExperience working with sales and purchase ledgersA good understanding of cash allocation and customer account managementReconciliation experience would be beneficialConfident communicating with clients about invoices and overdue paymentsStrong numerical skills and excellent attention to detailAble to investigate discrepancies and follow issues through to resolutionOrganised and capable of managing several priorities and deadlinesSelf-motivated, practical and comfortable taking ownership of tasksClear and professional written and verbal communication skillsStrong customer service and relationship-building abilitiesGood working knowledge of Microsoft Office, particularly ExcelExperience using accounting, ERP or financial reporting systemsAn interest in using technology and AI to improve finance processesCollaborative, dependable and committed to producing accurate workContactThis role is being managed by Matthew Cochrane at Cobalt Recruitment.For more information or a confidential discussion, please contact Matthew directly at:mcochrane@cobaltrecruitment.com