Experience

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  Health-on-Line

  • Bournemouth, England, United Kingdom

  • Finance/Commission Assistant

    • May 2016 - Present
    • Bournemouth, England, United Kingdom

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  NFU Mutual

  • Reconciliation and Controls Analyst

    • Apr 2015 - May 2016

    •Review, analyse and reconcile bank accounts, control accounts and system accounts.•Update, monitor and report on reconciliations and monitor the status of transactions to ensure outstanding items are identified, prioritised & cleared.•Identify, communicate and report on process errors, regular errors and opportunities in order to improve processes which will improve efficiency and accuracy of customer transactions.•Analyse and report on specific ledger accounts, ensure cash/receipts are appropriately applied, allocate and investigate transactions and items outstanding in liaison with business stakeholders and third parties.•Month End reconciliation and reporting on portfolio of accounts.•Deliver short term/one-off projects as requested by Line Manager.•Use of Microsoft Dynamics Navision, Accurate and Legacy software packages.

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  THB Group Ltd

  • Cheltenham, UK

  • IBA Account Handler - Motorfleet

    • Mar 2013 - Sep 2014
    • Cheltenham, UK

    • Management of portfolio of Underwriter Motorfleet, Commercial & Liability accounts.• Reconciliation of underwriter accounts (£4million). Payments up to £1million per account per month.• Premiums settled in a timely manner.• Liaison with credit control departments, operating divisions, client account staff and underwriters.• Allocation of cash receipts and payments against Ledger transactions• Escalation of problem accounts to IBA Account Manager.• Credit Control of a portfolio of Marine and Aviation reinsurance Accounts.• Initiate settlement of balance due to underwriters where funds have been received or promised for Marine & Aviation reinsurance.• Use of “Total Objects” Broking Accounts System

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  Wild Springs & Wireforms Ltd

  • Redditch, UK

  • Accounts Clerk/Purchase Ledger

    • Jan 2013 - Feb 2013
    • Redditch, UK

    Purchase Ledger using "System 21" Software.Obtaining Authorisation for Invoices/Credit Notes and subsequent posting.Credit Control utilising Aged Debt Report by telephone & email Europe wide.Respond to queries on Purchase Invoices & Credit Control

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  The Shakespeare Birthplace Trust

  • Stratford upon Avon, UK

  • Sales Ledger Administrator/Credit Controller

    • Apr 2012 - Oct 2012
    • Stratford upon Avon, UK

    Raising, allocating and dispatching Sales Invoices and Credit Notes utilising "IRIS Exchequer" Software.Maintaining Sales Day Books.Credit Control/Outstanding debt chasing, resolution target 90% of debtors no more than 60 days old.Analysis of Aged Debt Report.Credit References for new account requests and creating subsequent Customer Records.Resolving customer, tour operator or internal account queries.Work within company targets for the Month End and preparing information for Management Accounts.

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  PruHealth

  • Bournemouth, United Kingdom

  • Credit Controller

    • Aug 2010 - Feb 2012
    • Bournemouth, United Kingdom

    Credit Control of Direct Accounts £100 to £10million.Debit Chasing and negotiating resolutions.Award & allocation of 'Commercial Consideration' discounts.Resolving customer, broker or internal accounts queries.Analysis of Aged Debt Report.Direct Debits via BACS system. Cheque and Electronic Funds Transfers.Authorisation of refunds, write offs/write backs within agreed limits.Mentoring and coaching of credit control team members.

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  Standard Life

  • Bournemouth, United Kingdom

  • Finance Assistant/Credit Controller

    • 2006 - Jul 2010
    • Bournemouth, United Kingdom

    Credit Control of Direct Accounts £100 to £10million.Debit Chasing and negotiating resolutions.Award & allocation of 'Commercial Consideration' discounts.Resolving customer, broker or internal accounts queries.Analysis of Aged Debt Report.Direct Debits via BACS system. Cheque and Electronic Funds Transfers.Authorisation of refunds, write offs/write backs within agreed limits.Mentoring and coaching of credit control team members.Change Management for new computer platform as Finance Testing Co-ordinator utilising Test Director Software.

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  First Assist Group

  • Bournemouth, United Kingdom

  • Finance Assistant/Credit Controller

    • 2003 - 2006
    • Bournemouth, United Kingdom

    Management of a portfolio of Broker Credit Accounts up to £100k per month in total.Aged Debt target of below 2%.Negotiation of partial settlement of accounts via deposit premiums.Mentoring and coaching of Credit Control team members.Authorisation of refunds, write offs/write backs.Assisting with Analysis & Development of accounting and billing within new computer platform (GIOS).Responsibility for writing and execution of tests utilising Test Director Software.12 week secondment to CGI Group to assist in System Testing of new computer platform.

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  RSA

  • Bournemouth, United Kingdom

  • Finance Assistant/Credit Controller

    • 1988 - 2003
    • Bournemouth, United Kingdom

    Management of a portfolio of Broker Credit Accounts up to £100k per month in total.Aged Debt target of below 2%.Negotiation of partial settlement of accounts via deposit premiums.Mentoring and coaching of Credit Control team members.Authorisation of refunds, write offs/write backs.Underwriting Helpline - Founder member. Up to 100 calls per day. 48 hour service agreement.Group Medical Underwriting - on Group member additions.Renewal Pricing - of Rostered Groups with over 30 members and Corporate Non Rostered Groups.Accounts/Credit Control - collection of debt on individual Private Medical Insurance policies.