Credit Controller

Job Title: Credit Controller

Location: Central Support
Salary: £30,000
Employment Type: Permanent
Reporting to: Finance Manager
Application Deadline: 25th November

Purpose of the Job

To raise fee related invoices and maintain debtors in accordance with expected targets and to ensure accurate and up to date contract information is kept for all the people we support. Continually improve the systems and procedures to ensure that the finance department delivers the highest standards of service and performance to all internal and external stakeholders.

Outline of Responsibilities and Duties

Key Accountabilities

• Maintain sales ledger for clients funded by local authorities (LA) and other sources (NHS, personal etc.)

·Maintain database of all the people we support and their contract fees.

·Update database with any starters, leavers and other changes to reflect the current position at all times, ensuring these changes have been accurately reflected in the relevant invoicing schedules.

·Raise and distribute invoices on a monthly, 4 weekly or ad-hoc basis, ensuring these are in line with funding authority requirements.

• Ensure accurate records are kept of all invoices raised and any related communication.
• Ensure accurate and timely collection of all fee related debts, liaising with LA, clients and their advocates as well as internal management where necessary.
• Ensure accurate allocation in Sage of all payments received, reconciling each receipt back to the relevant remittance advice. Monitor these receipts to ensure they are as per the latest contract.
• Proactively resolve any invoicing delays or payment discrepancies.
• Work to maintain debtors level at agreed target and report monthly on debtors with associated narrative.

·Produce and post monthly invoicing accruals.

·Reconcile sales ledger on a monthly basis.

·Maintain good working relationships with funding authorities and internal managers.

General

• Maintain quality and adherence to processes, identifying and contributing to their improvement.
• Ensure every aspect of confidentiality relating to FitzRoy, service users and staff is strictly maintained and data protection legislation is adhered to.
• Establish and maintain effective and professional relationships with staff at all levels and outside agencies.
• Take action to keep yourself professionally updated and assist in the identification of your own learning and development needs.
• Undertake any other similar duties as requested.

Additional Information

• This job description will be reviewed and updated from time to time. The duties and responsibilities may change according to the needs of the organisation. This job description was reviewed in November 2024 by Sarah Balsdon.
• FitzRoy is a charity for adults with learning disabilities. We transform the lives of people with learning disabilities, helping them live more independently at home and in the community. We listen to people, helping them make their own choices. We believe disabilities shouldn’t hold people back from doing the things they want to do.