Portfolio Group 
Portfolio Payroll 
Portfolio HR & Reward 
Portfolio Procurement 
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Portfolio partner with leading accountancy and advisory firm in Bristol seeks an experienced professional Credit Controller.
This role involves conducting client meetings, monitoring escalations, and enforcing credit control procedures. The ideal candidate will have strong communication skills, professional services experience, and proficiency in Excel and Workday. You will join a supportive team focused on delivering exceptional client service, with opportunities for growth and career development.
Key Responsibilities
- Conduct regular face-to-face meetings with stakeholders regarding their debt portfolios
- Monitor queries and disputes, ensure the appropriate escalation
- Ensure consistent application of the firm’s debt provisioning policy
- Ensure that the debtors ledger contains minimal adjustments and where appropriate that overpayments or payments on account are properly returned, applied or cleared
- Ensure that there are minimal unallocated cash receipts
- Enforce consistent BDO credit control procedures
- Review and analyse aged debt against defined metrics
- Actively chase all overdue debt within the allotted portfolio and update Partners/Managers as appropriate
Who You Are
- Professional services experience.
- Excel skills to a competent level.
- Excellent written and verbal communication skills and ability to present confidently and convincingly to management
- Strong interpersonal skills with ability to both motivate individuals and deal professionally with performance issues
- Commitment to delivering exceptional client service to internal and external stakeholders
Benefits
- 27 days holiday & non-contributory pension.
- Flexi-time scheme & modern, award-winning office location.
- Performance-related bonus
51087AO
INDCC
Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
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