AAT Finance Operations Assistant

Purpose of the role The Finance Operations Assistant plays a key role in ensuring the smooth operation of the company’s invoicing and accounts receivable processes. This position ensures timely and accurate billing, effective debtor management, and the integrity of customer and project data within the project management system (CMAP). The role also involves regular communication with internal teams and external customers to resolve queries and maintain positive financial relationships.

Invoicing & Billing
• Issue sales invoices on scheduled dates or upon completion of project milestones, in line with contractual terms.
• Upload sales invoices to customer portals accurately and in a timely manner.
• Liaise with internal client service teams to resolve invoicing discrepancies or queries.
• Support the resolution of client invoice queries, building confidence in liaising directly with clients as experience develops.
• Ensure purchase order/s have been obtained in advance of invoicing, and the balance is always sufficient to cover expected future invoice values
Accounts Receivable & Debtors Management
• Monitor customer payments to ensure they are received on time.
• Support the monitoring and follow-up of overdue customer payments, developing responsibility for debtor management as experience grows.
• Respond promptly and professionally to customer payment queries.
Data Integrity & System Management
• Maintain accurate and up-to-date customer and project information in the CMAP project management system.
• Ensure timely setup of new users and projects in CMAP in line with business workflows.
Communication & Collaboration
• Work closely with internal stakeholders, including client service teams and the finance team, to ensure alignment and smooth financial operations.
• Provide support to the Finance Manager with reporting and administrative tasks as required.