Chloe Walding
Summary
Finance professional with experience in Accounts Receivable, Sales Ledger, Collections and Customer Service. Seeking a role with opportunities for progression and development within a supportive Finance team while continuing AAT studies to build on my finance knowledge
Overview
2027
2027
years of professional experience
Work History
Senior Accounts Assistant
Steven Eagell
03.2026 - Current
- Input customer information for card payments using email and physical documentation
- Allocated card payments to customer invoices
- Chased outstanding invoices with sales teams
- Filed physical payment documentation
- Reviewed and checked work completed by other team members
- Produced weekly reports on outstanding invoices, investigating reason for non-payment with sales teams and checking supporting documentation; at month-end ensured overdue invoices were resolved or credited and not carried forward
Senior Accounts Receivable
Opus Energy
08.2024 - 02.2026
- Reviewed weekly cash flow reporting by identifying incorrect or missing transactional mappings, applying predefined mapping codes to classify transactions, and using pivot tables to reconcile against summary of actuals
- Supported half-year and year-end audit queries by responding to requests from the Financial Control team, providing explanations for transactions, and supplying supporting documentation and evidence as required
- Downloaded daily bank statements directly from the bank and uploaded them into the system, including incoming customer BACS payments and intercompany transfers. Matched intercompany transfers with pre-prepared journal files and created journal entries, ensuring correct nominal coding
- Prepared and reviewed month-end reports, including bank reconciliations, allocation of unallocated cash to suspense accounts, reporting of closing bank balances and period transactions, and aged debtor reports, ensuring balances agreed to internal records for Financial Control and GL reporting
- Led and coordinated a team of six, managing weekly workload allocation, running daily huddles, and ensuring deadlines and targets were met. Acted as main point of contact with other department managers across the business to support workflow alignment and operational delivery
- Coached team members on day-to-day processes and produced best practice documents
Accounts Receivable
Opus Energy
12.2022 - 08.2024
- Maintained accurate financial transaction records, including daily journal entries
- Ran reports for Direct Debits, card payments, and refunds, compiling and validating data, carry out duplicate checks and ensuring customers bank details were accurate before providing data and totals to Accounts Payable for processing
- Maintained and reviewed unallocated and unmatched cash
- Identified intercompany transfers and requested cash movement between bank accounts through Accounts Payable
- Allocated incoming payments by reviewing remittance advices and liaising with customers to obtain missing payments information. Structured large remittances using Excel (text to columns, pivot tables, find and replace) to prepare the data for system upload and allocation
Collections Advisor
Opus Energy
11.2018 - 12.2022
- Managed overdue customer accounts, negotiating payment arrangements and setting up payment plans
- Assessed customer financial situations to agree suitable repayment solutions
- Collected on outstanding balances, supporting reduction of arrears
- Managed complex and high value accounts, resolving queries through cross-department communication
- Reviewed accounts for escalation to disconnection of the meters or legal action, ensuring compliance
Customer Service/Collections Advisor
Earlier Experience
Various employers prior to 2018
Skills
- Level 2 AAT - studying
- Excel (pivot tables, VLOOKUP/XLOOKUP, SUM formulas, data manipulation)
- Power BI
- Bank reconciliations
- Journal entries, mapping and nominal coding
- Cash allocation and collections
- Month-end processes
- Team co-ordination, coaching and workload management
- Customer service and query resolution
Achievements
- Internal award winner, nominated by Head Of Finance in recognition of performance and contribution to process improvements
- Reduced Unallocated Cash over 12 months from 923 payments (£364,728.72) to 74 payments (£17,671.08) a 92% reduction in volume and 95% reduction in value, through implementation of improved AR processes
- Consistently achieved 100%+ of collection targets as a Collections Advisor
Timeline
Senior Accounts Assistant
Steven Eagell
03.2026 - Current
Senior Accounts Receivable
Opus Energy
08.2024 - 02.2026
Accounts Receivable
Opus Energy
12.2022 - 08.2024
Collections Advisor
Opus Energy
11.2018 - 12.2022
Customer Service/Collections Advisor
Earlier Experience