Job Title: Accounts Receivable Executive
Reports To: Accounts Receivable Manager
Location: Poole
Role Type: Full-time, Permanent, Onsite, Monday to Friday
Salary: £26,000–£30,000 per annum, depending on experience
About Us
Our group of companies specialises in housing solutions, supporting organisations with complex accommodation needs across the corporate, healthcare, construction and insurance sectors. Backed by over 20 years of experience, the group delivers tailored accommodation strategies, combining short and long-term housing, property management and bespoke client support.
The business is growing quickly and operates across multiple trading entities. The finance function is developing alongside this growth, with a focus on improving systems, processes, controls and automation.
About the Role
We are looking for an Accounts Receivable Executive to support the day-to-day running of the Accounts Receivable function across the group.
This is a hands-on role suited to someone who enjoys working in a busy finance environment and takes pride in accuracy, organisation and clear communication. The role will support customer invoicing, cash allocation, account reconciliations, customer queries, aged debt actions and finance inbox management.
The successful candidate will work closely with the Accounts Receivable Manager to maintain accurate customer accounts, support timely cash collection and contribute to improvements in billing and finance processes.
This is a great opportunity for someone with solid AR experience who is keen to develop further in a growing SME finance team.
Key Responsibilities
Your responsibilities will include, but are not limited to:
Invoice Management
- Generate and issue customer invoices accurately and in line with agreed terms.
- Support the processing of credit notes where required and appropriately approved.
- Check invoice details for accuracy, including customer information, billing periods, values and VAT treatment.
- Support the transition to more automated invoicing through the property management system.
- Maintain clear records of invoices raised, amended or queried.
Cash Allocation and Ledger Maintenance
- Post and allocate customer payments accurately against outstanding invoices.
- Assist with daily and monthly bank reconciliations relating to customer receipts.
- Investigate and resolve unallocated cash and payment discrepancies.
- Maintain accurate customer account records across multiple group entities.
- Support regular reconciliation of the Accounts Receivable ledger.
Customer Communication and Query Resolution
- Communicate professionally with customers regarding invoices, payments and account queries.
- Respond to customer finance queries promptly and clearly.
- Liaise with internal teams to resolve billing or service-related invoice queries.
- Maintain records of customer queries, responses and agreed actions.
- Escalate overdue or complex issues to the Accounts Receivable Manager.
Credit Control Support
- Support the Accounts Receivable Manager with debtor chasing and aged debt actions.
- Prepare customer statements and follow up on outstanding balances.
- Help maintain clear notes on collection activity and customer responses.
- Identify potential payment delays or disputes and escalate appropriately.
- Support the business in maintaining positive cashflow through timely collection activity.
Reporting and Month-End Support
- Assist with preparing aged debtor reports and supporting commentary.
- Provide information required for month-end Accounts Receivable reporting.
- Support month-end close activities, including reconciliations and review of outstanding balances.
- Assist with audit and year-end information requests where required.
Finance Inbox and Administration
- Monitor finance inboxes across multiple entities and respond to AR-related queries.
- File and maintain finance documentation in line with company processes.
- Support general finance administration as required.
- Provide ad hoc support to the wider finance team during busy periods.
Process Improvement
- Support improvements to AR processes, controls and ways of working.
- Help identify recurring billing or customer query issues.
- Follow documented processes and contribute to maintaining accurate procedure notes.
- Support the Accounts Receivable Manager and wider finance team with system and process changes.
Skills and Experience
The successful candidate will ideally have:
- Previous experience in Accounts Receivable, sales ledger, credit control or a similar finance role.
- Good understanding of invoicing, cash allocation and customer account reconciliations.
- Strong attention to detail and accuracy.
- Good Excel skills.
- Experience using Xero or similar accounting software.
- Confident written and verbal communication skills.
- Ability to manage a busy workload and meet deadlines.
- A proactive and organised approach to work.
- Ability to work collaboratively with customers, colleagues and the wider finance team.
Qualifications
- AAT studier, AAT qualified or qualified by experience.
- Strong practical Accounts Receivable experience is more important than formal qualifications.
Experience Required
- Accounts Receivable / sales ledger / credit control: 1–2 years preferred.
- Xero or similar accounting software: 1 year preferred.
- Microsoft Excel: 1–2 years preferred.
- Multi-entity finance experience: desirable but not essential.
Personal Attributes
- Accurate and detail-focused.
- Organised and reliable.
- Confident communicating with customers and colleagues.
- Positive and willing to learn.
- Able to work well in a fast-paced environment.
- Comfortable asking questions and escalating issues when needed.
- Team-focused and proactive.
Job Types: Full-time, Permanent
Pay: £26,000.00-£30,000.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Health & wellbeing programme
- Life insurance
- Referral programme
Application question(s):
- Are you a AAT studier, AAT qualified or qualified by experience?
- Do you have 1 - 2 years accounts Receivable / sales ledger / credit control experience?
- Are you able to work Monday to Friday onsite in Poole?
Work Location: In person
