Job Description

Full time
Office Based
£23,000 - £27,000
Finance / Sales account manager

Sage 50 Accounts experience is neccessary for this specific position.

The role particularly focused on the invoicing/applications, debt collection, the recording of retentions and linking closely with the team and Directors to ensure invoicing is correct all extra works are invoiced and payment is received on time

The Role Description

Collect full Name and addresses of new customers and check ongoing old clients

Contact name of customer representatives and who placed the order

Contact details of the above including mobile and emails

Contact details of accounts payable including telephone and emails

Make sure an order from the customer is in place

VAT status of the client

1. Zero rated for new build plus confirmation from customer of this

2. Standard rate plus confirmation they are an end user

3. Vat reverse scheme plus confirmation CIS status

Deal with all aspects of the above with the company Auditors

Retentions

1 Design and adopt a retention system to ensure all retentions are logged on an easily usable system, working with Quantity Surveyors

2 Ensure all retentions are on the system

3 Log retention release dates

4 Chase retention release and payments at completion statement 50% and full release 50%

5 Keep up to date and collect payment when due

Invoicing:

Work with the team who produce invoices, applications and sales particularly at month end when the valuations are sent to the clients

Collate all these applications and invoice and once confirmed enter into the Sage Sales account checking they are correct

Applications and valuations change from the time of submission so may need corrections once a valuation is agreed

Collect and collate all payment certificates from the clients and ensure they match the invoice particularly in regard to retentions, payment cert and VAT status

From the applications /invoices and the monthly sales account meeting collate the Work in Hand valuation monthly by the 18th of the month following

The work in hand statement sent to all relevant parties and the auditors monthly

Payments and Retentions

Regular contact with the customers’ accounts payable Department to collect payment on time

Liaise with the works team to make sure clients have sent payment certificates and are correct plus on time

Report to the team weekly on payments received with amounts plus any issues. Payment statement required weekly

Put together a payment forecast of the invoices and applications to aid the cash flow calculations The cash flow forecast to be sent to Director’s fortnightly on paid sales invoices

Allocate payments from the bank statements against the invoices on Sage

Other Duties

Attend weekly site progress meetings with the team to ensure site issues and logistics

Ensure that your points of view are taken on board by the team when necessary

Check any extra works going forward are logged

Ensure all information is saved on the server systems, is updated and correct

Work with the accounts team

1 Working on new systems

2 Cover in busy periods on all aspects

3 Give advice on accounts from your experience

4 Deal with emails

5 Cover for the works team when unavailable to give information on the account with the clients representative

6 Work with the Auditors and accountants on sales compliance issues

Job Type: Full-time

Salary: £25,000.00-£30,000.00 per year

Benefits:

• Gym membership

Schedule:

• Monday to Friday
• Weekend availability

Ability to commute/relocate:

• Derby: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Have you previously worked in the construction industry at all?
• Do you have sage 50 accounts experience?
• Do you have experience in account management?
• Are you available this week to interview?

Experience:

• SAGE 50: 1 year (required)

Work authorisation:

• United Kingdom (preferred)

Work Location: In person

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