Credit Controller (Professional Services Firm) Required
Salary - up to £30,000 per annum
Hybrid, Bournemouth based
Overview
REED Accountancy are recruiting a Credit Controller for a professional services company. A Firm that are expanding and looking for an additional member of staff within the finance team.
Key Responsibilities
Billing & Invoicing
*Prepare, issue, and follow up on client invoices in line with the firm’s billing cycles
*Ensure billing narratives are accurate, appropriate, and compliant with client guidelines.
*Work closely with fee earners and legal assistants to resolve billing queries prior to invoicing.
Credit Control & Debt Management
*Proactively monitor aged debt and take responsibility for reducing outstanding balances.
*Make phone, email, and written contact with clients to chase overdue payments while maintaining professionalism and client care standards expected in the legal sector.
*Negotiate payment arrangements where necessary, ensuring these align with firm policy.
*Escalate problematic debts promptly and support litigation processes where required.
Client Relationship Management
*Build positive relationships with clients, finance teams, and fee earners to ensure smooth resolution of billing and payment issues.
*Provide clear, concise updates on account statuses and outstanding debts.
Financial Reporting & Administration
*Generate regular aged debt reports for partners, senior management, and practice heads.
*Maintain accurate and up-to-date records on the debt ledger system (e.g., Elite, Aderant, SOS, or other legal finance software).
*Support month-end and year-end finance activities, including data reconciliation.
Compliance & Regulation
*Ensure all financial processes comply with SRA Accounts Rules and internal financial controls.
*Handle confidential client financial information in accordance with GDPR and firm policies.
Skills & Experience Required
*Experience in a credit control or accounts receivable role—preferably within a professional services or legal environment.
*Strong communication skills with the confidence to liaise with clients and senior stakeholders.
*Excellent numeracy, accuracy, and attention to detail.
*Ability to prioritise workload and manage competing deadlines
Personal Attributes
*Professional, courteous, and resilient in client interactions.
*Strong problem-solving and negotiation skills.
*Highly organised with a proactive approach to debt recovery.
*Team-oriented, with the ability to work collaboratively with fee earners and finance colleagues.