Finance Assistant – Accounts Receivable

We have an exciting opportunity to join our small, fast paced, highly collaborative finance team. You will work closely with other members of the finance team as well the sales and operation departments. Responsible for all areas of accounts receivable across ITPS, you will ensure timely payment of customer invoices, effective management of the accounts receivable ledger, provide accurate reporting to senior leadership and undertake proactive collaboration with colleagues and clients. The role ensures the finance team operates efficiently, supports accurate billing cycles, and upholds ITPS standards of quality and compliance.

Core Responsibilities

Invoice and Ledger Management

• Management of 400 customer accounts.
• Maintaining accurate financial records within the Finance systems.
• Ensure accurate allocation of payments and reconciliation of customer accounts.
• Work closely with the billing team, account managers and service desk leaders to resolve invoice discrepancies and remove barriers to payment.
• Issue customer statements, reminders, and overdue notifications in line with ITPS procedures.
• Design and provide weekly reports to the Head of Finance.
• Reconcile bank statements.
• Assist with month end and year end closing processes.
• Assist with annual financial audit. 

Collections

• Monitor debtor balances and ensure timely collection of outstanding invoices.
• Proactively follow up on overdue invoices and formal reminders, escalating as required.
• Negotiate and agree repayment plans where appropriate, escalating concerns.
• Monitor aged debt, design and report aged debt overview.
• Implement and refine credit control procedures to reduce DSO and debt exposure.

Customer Credit Management

• Set up new clients within the finance systems, including credit checks and risk assessment reporting these back to the sales management team.
• Conduct ongoing credit checks for existing customers, assessing credit worthiness and recommending credit limits.
• Maintain accurate customer payment records and update credit limits based on risk and payment history, flagging potential debtor issues early and escalate when required

Experience and Skills

Essential Requirements

• Previous experience in an accounts receivable role (ideally within a fast-paced SME or technology environment).
• Strong understanding of account receivable processes, debt recovery methods, and credit risk assessment.
• Strong communication skills and experience cultivating client relationships.
• Proactive approach to identifying and resolving problems as they arise.
• Strong Excel skills (VLOOKUPs, pivot tables), with proficiency in Finance/ERP systems.
• Ability to prioritise and manage workload independently.
• High standards of accuracy, organisation, and attention to detail.
• Ability to handle confidential information with discretion.
• Experience in implementing new processes to promote efficiency and automation in the finance department.
• Experience in implementation of new finance systems.

Desirable Requirements

• AAT qualification (or similar) or working towards it.
• Alternatively strong experience working within a small fast paced finance team.
• Experience of a MSP, SaaS, or recurring‑revenue business model.
• Familiarity with Halo PSA, Business Central and Sage200.