Credit Controller- client coordination

Role & responsibilities

Payment Follow-up and Collection:

Proactively contact customers with proper documents (via phone, email, and mail) regarding outstanding invoices and upcoming payments.

Develop and implement effective follow-up strategies to ensure timely collection of overdue accounts.

Negotiate payment plans and resolve disputes in a professional and timely manner.

Identify and escalate problematic accounts to management for further action (e.g., legal, collections agency).

Maintain detailed records of all communication and collection activities.

Provide customers with necessary documentation (e.g., invoice copies, statements of account, agreements and BG) as requested.

• Reconciliation:

Perform regular reconciliation of customer accounts, comparing internal records with customer payment remittances in close coordination with internal accounts team.

Investigate and resolve payment discrepancies, unapplied cash, and short payments.

Work closely with the sales, customer service, and billing departments to address invoicing errors or disputes that impact collections.

Process credit notes and debit notes accurately and timely.

Ensure all receipts are correctly posted and allocated to the relevant invoices.

• Reporting and Analysis:

Prepare and analyse aging reports to identify overdue accounts and potential bad debts.

Generate regular reports on collection performance, DSO (Days Sales Outstanding), and other key metrics.

Provide insights and recommendations to management for improving collection processes and reducing outstanding receivables.

Monitor customer credit limits and payment terms.

• Customer Relationship Management:

Build and maintain positive relationships with customers to facilitate smoother payment processes.

Act as a primary point of contact for customer inquiries related to payments and account status.

Provide excellent customer service while enforcing company payment policies.

• Process Improvement and Compliance:

Identify opportunities to improve collection efficiency and accuracy.

Adhere to all company policies, procedures, and relevant financial regulations.

Maintain confidentiality of financial information.

Preferred candidate profile

Experience in accounts receivable, credit control, or a similar finance role.

Ready to travel extensively

Proficiency in accounting software (e.g.Tally, ) and ERP systems.

Strong Microsoft Excel skills (pivot tables, data analysis).