Connor Harrison

• Partnering with project teams to execute timely collection of all overdue project-related debt, directly supporting immediate cash flow objectives.

• Serving between the company and external/internal stakeholders to diagnose and resolve project payment and billing queries.

• Executing accurate allocation of all incoming project payments, guaranteeing financial data integrity and facilitating efficient account reconciliation.

• Proactively identifying and retrieving outstanding retention balances, ensuring the completion of contracted project revenue.

• Managing the end-to-end administration of Deeds of Release, including securing necessary signatures and ensuring their prompt and compliant return to the client.

• Managing a portfolio of 600+ active accounts with a monthly cash flow target of $17m
• Daily bank reconciliation and allocation of funds to all customer accounts and invoices
• Processing credit card payments
• Logging customer disputes and liaising with internal stakeholders to find resolution
• Approving new business applications – Risk assessments and Equifax credit reports
• Produce and present detailed weekly reports to review with Senior Management
• Assisting with month end reporting
• Assisting with Transformation project and user testing of new finance system
• Maintaining and running of collection plan cycle
• Act as back up when staff are away helping cover their duties
• Actioning delinquent accounts with suspensions and then defaulting with Equifax.

• Submission of all invoices, claims, and applications for payments
• Allocating incoming payments to customer accounts
• Raising credit notes to disputes to avoid payment delays
• Raising purchase orders to subcontractors and suppliers with agreed contractual rates
• Certifying subcontractor and supplier invoices and disputing any non-agreed charges
• Addressing payment discrepancies with customers, ensuring timely resolution
• Chasing overdue debts and outstanding retentions, maintaining a proactive approach to financial cashflow
• Sending monthly statements to customers
• Estimating projects through comprehensive analysis of client specifications, drawings, and requirements
• Utilizing software such as Bluebeam to take measurements from architects' plans and drawings, enhancing precision in project estimation
• Procurement of Sub-Contractors and materials for secured works
• Booking in labour and material deliveries with sites
• Managing day-to-day operations of live projects
• Site visits to measure completed works for billing purposes
• Site meetings with clients to discuss programme and any changes in design or scope of works

• Allocating all customer payments to invoices within my North region, covering the North of England, Wales, and Scotland
• Collaborating closely with branches and other business members nationwide to ensure accurate payment allocation, credit assignment, and ledger reconciliation for customers
• Sending statements and reports to customers displaying all outstanding invoices
• Running reports to identify unallocated payments and received funds, promptly updating the Finance Manager.

• Managing my personal portfolio of national accounts, ensuring outstanding debt reduction
• Utilised Business Objects Reporting Suite, Microsoft Excel, and Outlook for effective credit control
• Use of Wolcen to analyse customer details, branch details, and account status
• Utilising Oracle EBS for tasks such as money allocation, managing stoppage cycles, adding comments to customer accounts, and handling invoice queries
• Implementation of credit control measures, including placing accounts on stop for overdue payments
• Negotiated credit limit increases or decreases based on payment performance and credit checks
• Collaborated with branches nationwide to resolve unpaid invoices
• Sourced necessary information for customer payments, such as PODs and POs.

• Inputting and approving supplier invoices onto Oracle EBS
• Coding invoices and achieved daily processing targets
• Use of Wolcen to check delivery statuses and identify issues to withhold the invoice from payment
• Assisted other teams with duties such as inputting direct orders and allocating payments to customer accounts.