Sales Ledger / Credit Controller

Education/Qualification

• 2015    Accrington College – AAT Level 2 and 3 Achieved
• 2006    Hopwood Hall – Access Level 3 Achieved
• 2002    Oldham Sixth Form College – A Levels Achieved
• 2002    Hollingworth High School – 9 GCSEs Achieved, including Mathematics and English

Systems used

• Microsoft Word and Excel – Advanced – V Lookups, Pivot Tables and Formulae
• Sage50
• Quickbooks
• Various Bespoke In-House Systems

Career Summary

Current Employer – Manufacturer of Car Care Products and Appliances – Turnover c. £100 million

Position – Sales Ledger / Credit Controller

Dates – September 2023 – Present

• Works in Small Team reporting to Finance Manager
• Manages the Sales Ledger function to reduce debt on numerous ledgers across Tetrosyl’s counterparts – Tetrosyl Express, Spartan Motor Factors etc.
• Works on ledgers worth circa 5 million and collecting payments from clients including Large Retailers, Garages, Service Stations etc. in multiple currencies
• Chases individual debts ranging from £100 to £500k on a monthly basis via multiple channels – Telephone, email and mail
• Managing customer queries (i.e pricing discrepancies, stock shortages/issues or damages)
• Allocating and recording payments to the company’s accountancy software
• Providing Customers with monthly statements and sending copies of invoices/credits when necessary
• Uses EDI system to process orders and invoices incoming and outgoing
• Setting up payment plans to ensure timely payment of arrears
• Raising cases of bad debt to litigation using partnered Debt Recovery Firms
• Performing Credit Checks using CreditSafe and D&B (Dun and Bradstreet)
• Taking card payments from Customers over the phone
• Pulling information from the in-house software to prepare detailed reports using excel formulas and pivot tables on a weekly basis
• Producing Monthly Debt reports for review by Senior Management

Previous Employer – Auto parts Repair

Position – Purchase Ledger Clerk

Dates – January 2023 – September 2023

• Worked at the head office of the largest manufacturer and supplier of car care products in Europe
• Received, coded, and processed supplier invoices, matching them to purchase orders and delivery notes
• Processed circa 300 invoices on a daily basis
• Performing monthly payment runs, ensuring all invoices are appropriately authorized and recorded – maintaining a tidy ledger
• Liaised with suppliers and branches to efficiently deal with any and all queries which should arise – Including price discrepancies, shortages, duplicates, and awaiting credits
• Used the in-house system to process and manage all accounts to ensure payments are processed on a regular basis, and accounts are not placed on stop, which helps with a smooth running of business
• Checked statement runs on a monthly basis ensuring remittances were processed and sent out weekly to suppliers
• Worked on all EDI accounts and over-seeing accounts managed by part-time members

Previous Employer – Textiles wholesale supplier

Position – Office Manager

Dates – September 2020 – November 2022

Previous Employer – E-Commerce / Importer

Position – Sales and Purchasing Administrator

Dates – May 2014 – August 2020

Previous Employer – Vehicle Repair Shop

Position – Customer Service and Purchasing

Dates – September 2006 – March 2010

• Updated various databases and inputting data correctly and efficiently
• Sent clear and professional emails, liaised with others and general correspondence
• Reception duties, answered to customer queries first hand, meeting and greeting customers
• Matched and coded invoices, preparing and running BACS payments, reconciling supplier statements
• Used various in-house accounting packages and computerised software/databases.
• Prepare and submit invoices, worked through various reports to resolve outstanding issues
• General administration duties such as faxing, photocopying, typing and reception duties