Accounts Assistant

Role Overview

We are searching for a skilled and meticulous Accounts Assistant to manage and oversee billing operations efficiently. This role demands strong financial knowledge combined with IT expertise to ensure billing activities are accurate, timely, and streamlined across the organisation. The successful candidate will be an important liaison connecting finance, operations, and clients while driving ongoing improvements in billing procedures.

Primary Responsibilities

• Manage the complete billing cycle, guaranteeing invoice accuracy and promptness.
• Examine and authorize invoices prior to release, ensuring alignment with contractual agreements.
• Address and resolve complex billing issues and client inquiries promptly and professionally.
• Ensure billing workflows adhere to internal policies and legal standards.
• Support the Finance Manager with daily tasks and assist in month-end closures.
• Keep precise billing records and reconcile accounts regularly.
• Assist with month-end activities including revenue recognition and accrual accounting.
• Generate billing reports, KPIs, and dashboards for leadership review.
• Track outstanding payments and work with collections to minimize aged debts.
• Provide accurate billing data and documentation for external audits.
• Utilize Xero or similar cloud accounting software for transactions, reconciliations, and reporting tasks.
• Use Autotask or equivalent PSA/CRM tools to oversee service delivery billing and time tracking; training available if needed.
• Promote automation technologies to reduce manual billing tasks and increase efficiency.
• Maintain and refine billing system settings, templates, and integrations.
• Produce and analyse billing data using Microsoft Excel, including pivot tables and lookup functions.
• Serve as the main contact for internal teams and clients on billing issues.
• Collaborate with Sales, Operations, and Customer Success to ensure billing accuracy.
• Communicate with clients proactively to settle invoice disputes and maintain satisfaction.
• Support commercial negotiations by providing billing trend analysis and data.
• Identify opportunities to enhance billing workflows, minimizing errors and processing times.
• Develop and uphold billing policies, procedures, and standard operating manuals.
• Lead or assist in finance system implementation and upgrade projects when required.

Essential Qualifications and Attributes

• Previous experience in billing, finance, or accounts receivable roles.
• Strong IT proficiency and comfort working with financial and business management software.
• Competency using Xero or comparable cloud-based accounting platforms.
• Proficient in Microsoft Excel, including pivot tables, VLOOKUP/XLOOKUP, and data manipulation techniques.
• Exceptional attention to detail coupled with a methodical and organized working style.
• Effective communication skills, both verbal and written, capable of engaging with all staff levels.
• Ability to manage multiple tasks and meet deadlines within fast-paced environments.
• High levels of discretion and integrity handling sensitive financial data.

Desirable Skills and Experience

• Familiarity with Autotask PSA or similar professional services automation or CRM platforms.
• Experience in IT services, managed services, or professional service settings.
• Knowledge of revenue recognition standards and subscription/contract billing processes.
• Experience leading or participating in system implementations or process improvements within finance functions.