Job Description

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


Qualifications, Recognition of Prior Learning, Work Experience, and Knowledge



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

Competencies: Technical & Behavioural

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