A Day In The Life Of Our Accounts Team! The team speak about what a ‘average day’ is like for them here at Site Equip! They all predominately work in our head office in Lasham, Hampshire.
What Does A Day In The Life Of Our Accounts Team Look Like?
The day for our accounts team will start with checking the bank account to see what payments have been received, then working through the mailbox responding to queries and requests. Throughout the day they answer calls, emails and internal queries. Day to day they speak with customers and suppliers, investigating queries or disputes and update sage to ensure all figures are accurate.
The middle of the week sees the weekly invoices being raised and sage payments taken along with the wages being calculated. They then have monthly, quarterly and annual tasks that are completed. In accounts it is important to get accurate data, follow process and procedures and for this all to be done in a timely manner.
What Do You Individually Do?
Phillipa is our finance manager in the accounts department, her daily activities include processing purchase invoices, raising customer credits, downloading bank statements and opening and distributing post. She also compiles weekly wages spreadsheets and enters them into Sage Payroll, sending out payslips, compiling payment runs for all suppliers and chases up invoices that have not been signed off.
Katherine is our credit control and sales ledger and her role primarily deals with queries and requests from both construction and event customers in regards to their accounts. Some of her daily tasks include checking customers credit reports, downloading and posting bank statements/Sage Pay payments, running an invoice report and sending to customers, entering purchase invoices into our Syrinx software and sending statements to customers via email or post.
What Is Your Top Skill?
‘I’d have to say that I’m good at building a good relationship with customers, suppliers and internal staff, and continually find ways of making the department run smoothly.’ Philippa, Finance Manager.
‘I have good communication skills, have a great ability to keep calm under pressure and creating a rapport with customers based on trust and mutual respect.’ Katherine, Credit Control and Sales Ledger.
Philippa, Site Equip Finance Manager
What Do You Enjoy About The Role?
‘Nearly every day there is a new challenge and even after 5.5 years I am still learning about the equipment and how it works! I also get job satisfaction when everything balances.’ Philippa, Finance Manager.
‘I enjoy seeing the positive results that can be achieved when you have been chasing an outstanding balance for some time, I also enjoy the interaction with different customers.’ Katherine, Credit Control and Sales Ledger.
Katherine, Site Equip Credit Control and Sales Ledger