Invoice & Administration Officer - Birmingham

c£32,000 + excellent benefits - IT Software and Services - Finance
Ref: 237 Date Posted: Tuesday 23 Feb 2021
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Invoice & Admin Officer

We are looking for an experienced Invoice Officer to join a small Finance/Admin team. You will take on responsibility for the management and administration of the invoicing function across the whole company. In preparation for the introduction of a new CRM system into the organisation in 2021, you will be involved in the review and standardisation of relevant internal business processes.

 

The role:

Reporting to Head of Finance

Efficient, accurate and timely processing of invoices to support the Finance Department, in compliance with the established policies, procedures and controls.

Key Tasks

Ensure sales paperwork is completed accurately including orders, system supply agreements, licence agreements, etc

Be able to create/check opportunities in CRM system

Be able to create/check sales orders in Sage 200, ensuring sales/costs prices are correct, salesperson/division correctly allocated (commissions based on this information).

Monitor delivery dates and ensure hardware/software purchased as and when necessary by the relevant member of the team

Invoice all orders as soon as possible after delivery date (within the month delivered).

Raise deposit invoices as required and monitor when paid to action project

Check jobsheets are completed for chargeable activities and invoice as applicable.  CRM systems to be updated with invoicing details and project planner checked. All activities to be invoiced in the month undertaken

Chase consultants for timesheets

Liaison with customers regarding queries to ensure quick turnaround of issues

Liaison with technical regarding invoicing of hosting contracts

Work to strict monthly deadlines

Monitor back order report

Advise Contracts Administrator of any new contracts, additions, warranties, etc.



Your skills and experience:

5+ years of experience in an invoicing role

AAT qualification ideally

Strong attention to detail - ability to notice errors and accurate data entry skills

Experience in a subscriptions based business model previously would be an advantage

Exceptional organisational skills – ability to adhere to strict deadlines

Strong communication skills both internally with staff at all levels throughout the business and externally with both customers and suppliers

Not afraid to question the accuracy of internal paperwork received

Results-orientated and always looking at ways to improve

Proactive and positive with a can-do attitude

Ability to think independently and work within a team

Good Excel skills

Can pick up new systems easily and flexible to changes

Flexibility to work additional hours as required at month/year end.

 

On offer is an excellent package including a basic salary of c£32,000 plus extensive benefits

To apply for this role please send your CV to Carl Booth via this job portal.