Finance Executive - Credit & Collections

Job Overview

The role involves maintaining relationships with customers to facilitate timely collections, managing accounts receivable, and performing credit assessments for sales orders and services approval. Accuracy in invoice management and effective communication to resolve discrepancies are crucial.

Primary Duties

• Engage with customers promptly to carry out collection actions and reconcile daily and monthly accounts receivable balances with customer data.
• Perform credit evaluations to approve sales orders and services.
• Ensure invoices entered in the accounts receivable system are complete and accurate.
• Provide timely and excellent customer service by addressing collection concerns, discrepancies, and short payments professionally.
• Work collaboratively with internal teams such as Billing, Sales, and Projects to resolve issues related to receivables.
• Record incoming payments and allocate them properly to clear outstanding accounts receivable invoices.
• Handle administrative responsibilities associated with collections, including preparing adjustment vouchers, statements of accounts, and sending customer invoices via email or billing portals.
• Conduct regular review meetings with Sales and other stakeholders to monitor collection progress.
• Assist the Finance Manager or Team Leader with ad-hoc projects, audit tasks, and report preparations.

Qualifications and Skills

• Possesses at least a Diploma in Accounting, Finance, or Business.
• Has a minimum of one year of relevant experience in accounts receivable or related fields.
• Proficient in Microsoft Excel.
• Capable of thriving in a fast-paced environment, prioritizing tasks, and adhering to tight deadlines.
• Strong interpersonal and communication skills to effectively manage relationships with internal teams and external customers.
• Detail-oriented with a positive professional attitude.