Head of Billing & Collections - London & Capital
(2023-06)
- Managing a team of 3 billing/collections analyst and 1 senior queries analyst (including 1-2-1's, performance appraisals).
- Managing/maintain team SLA's/KPI's
- Managing the whole O2C cycle including WIP
- Ensuring billings are actioned accurately and on time (monthly billings in excess of £5m).
- Ensuring collections are timely and no aged debt.
- Reviewing team processes and making improvements
- First point of contact for any AR queries/escalations
- Attending weekly/monthly finance meetings with the wider finance department.
- Month end review and sign off for bank/ledger recs, journal postings, write offs etc.
Transactional Finance Manager - Scott Dunn Ltd
(2022-09 - 2023-05)
- Managing a team of 4 AP/AR personnel
- Managing team SLA's/KPI's
- Managing the whole O2C cycle, managing WIP
- Ensuring contract, client/rate set ups are actioned and accurate.
- Ensuring all billings/WIP is managed and actioned correctly (WIP ledger est £40m)
- Ensuring cash collection is maximised (est debtors ledger £25m)
- First point of contact for any AR/AP related queries/escalations
- Representing finance in leadership/client meetings
- Month end SL rec, journal postings, write offs etc.
AR Finance Manager - Baringa Partners LLP
(2022-03 - 2022-09)
- Managing a team of 8 (6 billers, 1 credit controller, 1 junior finance assistant)
- Managing team SLA's/Contractor KPI's
- Managing the whole O2C cycle
- Managing WIP and responsible for WIP meetings
- Ensuring contract, client/rate set ups are actioned and accurate.
- Ensuring all billings/WIP is managed and actioned correctly (WIP ledger est £58m)
- Ensuring cash collection is maximised (est debtors ledger £49m)
- First point of contact for any AR related queries/escalations
- Month end SL rec, journal postings, write offs etc.
Financial Advisor (B2C) - HGS Global Solutions
(2020-10 - 2022-03)
- Answering inbound calls from consumers regarding financial issues e.g., debt issues, bank account issues etc
- Providing excellent customer service
- Ensuring all customer queries are answered or directed to the correct department.
- Working with the team to ensure KPI/SLAs are met
Senior Revenue Analyst- Agency Billings/Revenue - Travelport
(2020-01 - 2020-05)
- Managing a team of 4 WIP controllers (including 2 offshore)
- Improving current billing/collections processes/procedures
- Business partnering with other stakeholders.
- Ensuring all trial and final bill runs are on time and accurately processed by the team.
- Ensure collections team are performing as expected.
Sales Ledger Team Leader - Wyevale Garden Centre
(2019-04 - 2019-08)
- Managing a team of 4 (including accounts asst, and a cash clerk)
- Managing the credit control, billing and cash of the business (aged debt currently at £6m)
- Improving processes/procedures
- Business partnering with other stakeholders.
- Dealing with rebates
Credit Control Business Partner - Muller
(2019-01 - 2019-04)
- Managing a team of 6 credit controllers
- To cascade relevant information across and around the business of all reportable key issues relevant to our trading accounts, in such a way that it creates engagement and drives results.
- To hold regular meetings with Sales to discuss account issues & resolutions.
- To hold customer visits - to enforce best practice & agree new & improved ways of working.
- To identify possible process improvements and communicate to management with suggested best practice solution.
Credit Control Team Leader - Wolters Kluwer
(2017-07 - 2018-08)
- Manage a credit control team of 4
- Monthly cashflow forecasts
- Monthly bad debt write off.
- Managing the credit control ledger made up of nearly 300k clients all different values. Ledger balance of £4 million.
- Working with team to reduce aged debt/aged queries.
- Liaising with supplier/customers and debt management consultancies for queries resolution
- Monthly/weekly cash collection dashboards
- Liaising with cashier's team for allocation disputes/queries etc
- First point of contact for any queries for credit control
- Recruiting for the credit control team, from selection of CVs to telephone/F2F interviews
- Administration of the team/ HR
- Any other tasks as required.
Financial Management Associate - EY
(2016-07 - 2017-05)
- Review and monitor WIP and variance analysis across portfolio to identify risk and provide key stakeholders with up-to-date details on potential exposure to revenue and debtors.
- Ensure maintenance of up-to-date and meaningful commentary across your portfolio for stakeholder visibility.
- Support client teams with project pricing; review, investigate and thoroughly challenge engagement code set ups.
- Manage and Analyse billing trends/cash flow for the client teams.
- Maintain good awareness of the sales pipeline and ensure correct procedures and processes have been agreed on client and engagement set up, i.e., billing schedules and payment on account.
- Minimise Revenue Days
- Exhibit a good understanding of how targets are calculated.
- Ensure the Business understand their targets, what is required to achieve them and the impact of not achieving.
- Have an impact on how to engage with clients to increase engagement margin and improve our working capital.
- Advise teams how to engage with their clients to optimise both engagement margin and working capital.
- Provide relevant and timely working capital management information to your key stakeholders, including gap and trend analysis to effectively influence continuous performance improvement within your portfolio.
- Process & Escalation for Consistency / Improvement
- Identify and escalate process improvement opportunities.
- Involvement in additional ad hoc projects.
- Promote the use of the Shared Services team. Build successful relationships with the team to effectively utilise the team.
- Develop commercial awareness and demonstrate understanding of the key issues driving the overall performance of realisation and revenue days.
- Exhibit thorough understanding of key financial metrics and how these impact our cash flow and management accounts.
Senior Accounts Assistant - Contentive Ltd
(2016-01 - 2016-04)
- Manage all invoicing / credit control for the entire business and subsidiaries.
- Bank/ supplier/ credit card / debt reconciliations
- Managing all credit issues
- Liaising with supplier/customers and debt management consultancies
- Monthly/weekly accounting daybooks/journals
- Supervising 1 junior apprentice
- Any other duties as required.
- First point of contact for any queries
Finance & Credit Manager - Greensleeves Homes Trust
(2015-07 - 2015-10)
- Managing 18 bookkeepers (all based at various sites)
- Managing invoicing/credit control issues
- Liaising with suppliers/contractors
- Dealing with any escalated queries in relation to credit control, billing, WIP etc.
- Approving PO's and direct debits
- Monthly/Weekly reports
- AR Month end duties
- First point of contact for any queries
Senior Commercial WIP Controller - MITIE Technical Facilities Management
(2013-06 - 2013-12)
- Liaise with Management Accountants and Contract Managers
- Approve Purchase Orders up to £80k.
- Training staff/client/customers on internal systems and processes
- Training staff/client/customers on commercial/financial training
- Collating and reviewing Aged Debt
- Ensure labour rates are up to date in Oracle/SUN
- Reporting on WIP issues
- Monitoring WIP and driving down with admin team and managers/supervisors.
- Review/monitor and upload credit notes
- Raising Invoices/credits - consolidated and single invoices
- Review and update Billing Schedule
- WIP Report - Ensuring jobs have been completed and that all costs have been received in then reporting back to the management accountants' team
- Managing London/Southeast region project accounting
- Collating comments on loss making, high margin etc.
- Reviewing contracts, and liaison with contract managers/operational teams to make changes.
- Addressing financial reports or lack of in order to investigate P&L issues.
- Review and collate accrual submissions.
- Review and support in decision making of budgeting and forecast of revenue/actuals/budget.
- Overall P&L management and reporting
- Investigating issues causing the P&L queries on the Actuals V Budgets using various reports on the finance drive
- Provide guidance on Management Packs and Actuals V Budget for managers.
- Attend Finance Clinics for contract P&L review.
- First point of contact for accounts payable/credit control/finance and forward queries as required
- Provide suggestions for streamlining and improving existing financial/commercial and internal systems and processes.
- Point of contact for process and procedure queries from Managers and admin
- Attend monthly team briefs with Contract Managers and regular project reviews.
- Supervision of 3 junior staff members
