Credit Control Assistant

Job description

Salary Range:

£25,307 - £28,524 per annum, pro rata

Band:

6

Job type:

Part time - 22.5 hours per week, over 3-5 days

Contract period:   Permanent (could be term time only)

Reporting to:

Group Management Accountant

Team:

Location:

About Picker

Platform services

Oxford/hybrid (up to full hours from home, in line with Picker’s remote
and home working policy)

Picker  is  an  Oxford-based  charity  with  an  international  reputation  as  a  key  authority  in  the
measurement and improvement of patient experience. Our mission is to make person-centred health
and  social  care  a  reality  for  everyone.  We  operate  in  a  Group  structure,  which  includes  Picker
Institute Europe (the charity) and Picker HWA (a wholly owned subsidiary).

Researching and measuring the experiences of patients, service users, and staff are key areas of
our  work.  We  develop  and  run  surveys  for  a  wide  range  of  public  and  private  healthcare
organisations, as well as national bodies, voluntary sector organisations and international healthcare
providers.  Furthermore,  we  conduct  original  research  using  qualitative  and  quantitative  social
research methods to investigate issues related to people’s experiences of care and organisations’
efforts to improve services.

Platform services

Platform services is responsible for organisational development and provides corporate support to
Picker.  This includes liaising with the Board of Trustees and overseeing governance and strategic
development.  On  a  day-to-day  basis,  platform  services  support  other  Group  teams  with
communications, finance, HR, and IT related matters.

Purpose of the role

The Credit Control Assistant manages the group’s sales ledger and related financial and
accounting records, including bank reconciliations. The post holder will assist the Group
Management Accountant in managing accounts receivable and improving cashflow by focusing on
mitigating risks and ensuring credit issued by the group is paid in full and on a timely basis. The

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post holder will continually look for ways to make the debt collecting process more accessible,
timely and beneficial for both the group and the client, as well as keeping accurate records. They
will enable future decisions by reporting and analysing current financial activity within the group.

Duties and responsibilities

  Responsibility for the administration of client accounts including tasks such as:
o  Creating and sending invoices to clients, including via client portals
o  Setting up new client accounts, including conducting credit check/due diligence

procedures

o  Resolving client invoicing queries, with support from internal stakeholders (such as

project manager)
Issuing monthly statements

o
o  Updating client accounts on NetSuite as needed
o  Maintaining good working relationships with clients
  Assisting in the collection of external client debt including tasks such as:

o  Running aged debtor reports and conducting monthly review of debtors and credit

balances

o  Chase outstanding debt while maintaining good client relations
o  Managing credit limits
o  Highlighting debtor issues with internal stakeholders (such as programme and

project managers)

  Acting as the accounts receivable administrator including tasks such as

o  Creating intergroup recharges
o  Daily bank posting and reconciliation
o  Monthly intercompany reconciliation
o  Monthly reporting
o  Updating ledger as needed
o  Actioning emails received as appropriate
o  Assisting with VAT and other tax requirements as appropriate
o  Ensure the organisation is compliant with regards to VAT, due to the outside the

scope/partial exemption status

o  Quarterly due diligence checks/credit checks
o  Assisting with cash flow forecasting: produce estimated cash receipts for cash flow

forecasting as required

  Liaising with colleagues including tasks such as

o  Providing support and advice to colleagues to ensure that financial procedures and

processes are followed

  Contributing towards the successful operation of the finance function including

o  Ensuring sales and credit control data and information are collated, stored and
analysed in compliance with all group policies, internal working practices and
external regulatory requirements.

o  Maintaining the sales and credit control sections of the Finance Manual and

Processes

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o  Assisting the Chief Financial Officer and Group Management Accountant in

developing and improving the function

General duties

  Contributing to the work of the Group as a whole by:

o  Fully engaging and participating in the achievement of Picker’s aims and objectives
to  enhance  Picker’s
o  Advocating  new  approaches,  processes  and  methods

performance

o  Promoting the sharing of knowledge and communications across teams within

Picker; working closely with other teams to deliver projects and promote the work of
Platform services.

  Other reasonable duties commensurate with the grade, as requested by line manager.

This job description is not exhaustive and may change as the post or the needs of the business
develop.  Such changes will be subject to consultation between the post holder and their manager
and, if necessary, further job evaluation.

Person Specification

Experience, knowledge and understanding

Demonstrable experience of excellent client service, including resolution of problems or
issues

Demonstrable administrative experience

Good understanding of data protection regulations (including UK GDPR) as they apply to a
finance function

Experience of the credit control function, including debtor management

Experience of working with a range of financial data

Experience of managing financial systems, including using integrating management
information /accounting software package

Use of a finance system eg NetSuite enterprise resource planning financial application or
an equivalent accounting application

Skills and abilities

Excellent attention to detail and a methodical analytical approach

Very numerate and confident in handling numeric data

High levels of IT literacy, especially in the Microsoft Office suite (including Microsoft Word,
Excel, PowerPoint, Outlook, and Teams).

Excellent verbal and written communication, including the ability to negotiate and resolve
issues

E

E

E

E

E

D

D

E

E

E

E

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Able to work independently, following managerial direction with limited supervision in order
to deliver against agreed personal and organisational objectives and deadlines

Excellent grasp of the English language.

Personal qualities

GCSE maths level qualifications or equivalent professional experience

Empathy with Picker and its aims

Flexible and facilitative working style

E = essential   D = desirable

E

E

E

E

E

This job description is not contractual and is liable to change over time.

Picker is committed to equality, diversity, and inclusion in all that we do. We welcome applicants
from diverse communities and backgrounds, and we are a Disability Confident committed
employer.

All roles at Picker require a criminal record check. Picker will not automatically refuse to employ
someone with a previous criminal conviction.

For further details, please contact our HR team by email hr@pickereurope.ac.uk

©2025 Picker. All Rights Reserved.

Credit control assistant | Job description | SC MC NP CG | September 2025 | Version 1.1

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