As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions -- we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you.
Overall Job Purpose
To assist Partners and portfolio holders in the prompt collection of the firm’s debts, processing accounting data efficiently, and helping ensure that internal and external clients receive a quality service in all respects.
To keep Line Manager informed of the status of work, any exceptions to policy and of any problems encountered.
Responsibilities
- Building relationships with internal and external clients to facilitate settlement of outstanding bills in line with terms of business
- Dealing with, escalating, and managing queries raised by clients through to conclusion
- Regular meetings and calls with Partners, portfolio holders and other stakeholders to agree actions and responsibilities
- Daily maintenance and noting of debtor’s ledge
- Checking and issuing of monthly statements and reminder letters
- Ensuring accurate classification of clients within the practice management system
- Monthly debtor provisioning in line with policy
- Cash management; maximising collections, arranging refunds, transferring, and reallocating
- Ensuring that the monthly client Stop list is noted in a timely and accurate manner
- Supporting the preparation of month-end tasks and delivery of reports
- General housekeeping duties
- Assisting as may be required within Credit Control and NFO including specific projects as directed
Personal and professional qualities
Experience And Skills
- A good general standard of education
- Previous experience working within a Credit Control department
- Professional and articulate, reliable, and motivated
- Comfortable working with people at all levels within the organisation
- Willingness to travel including some overnight stays
- Confident telephone manner
- Methodical, organised, and accurate with ability to adhere to strict deadlines IT Literate
- Microsoft office (including Outlook, Excel, Word)
Diversity and Inclusion at RSM
At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.