- Raise and issue accurate client invoices using Xero.
- Chase overdue invoices and follow up on outstanding balances with clients professionally.
- Track payment statuses across Stripe, GoCardless, Revolut and bank records.
- Update invoice and payment records within HubSpot CRM.
- Maintain highly accurate client finance data and line items across all systems.
- Cross-check sales data against invoicing instructions and flag discrepancies.
- Ensure all CRM fields and finance records are correctly updated at all times.
- Liaise with internal sales teams regarding billing queries and client account details.
- Communicate professionally with clients regarding invoices, payments and account queries.
- Draft clear and professional finance-related emails.
- Maintain organised Excel trackers, reporting sheets and reconciliation documents.
- Escalate discrepancies, missing data or client issues promptly.
- Follow strict internal processes and standard operating procedures.
- Support finance and operations teams with general administrative tasks.
Microsoft Excel