Job Description

Primary Purpose of the job:To manage and maintain our client debtors ensuring timeous collection of fees billed.Main Duties and 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
• Where procedures, policies & processing changes or updates occur as instructed by the National Credit Control Manager, the Credit Controller will adapt accordingly

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

BDO