Credit and Accounts Receivable Officer

🧾 What You’ll Be Doing

Take ownership of rebate recovery 💰

• Proactively manage outstanding rebate receivables, prioritising follow-up based on ageing, value, risk and recoverability.

• Conduct targeted phone and written follow-ups to resolve overdue items and agree realistic recovery timelines.

• Build strong relationships with installers, Formbay and internal teams to resolve queries and unblock stalled claims.

• Track and reconcile rebate claims, adjustments and disputed items through to resolution.

Turn data into action 📊

• Consolidate and reconcile information from Xero, Airtable, Formbay and other platforms to maintain a reliable view of the rebate ledger.

• Analyse ageing, recovery timelines, overdue balances and dispute trends to identify emerging risks.

• Investigate claim discrepancies, data mismatches and workflow gaps affecting recovery.

• Produce clear reports, dashboards and commentary that help management understand performance and take action.

Improve the way we work 💡

• Identify bottlenecks and recurring issues across the rebate lifecycle, recommending practical solutions.

• Work with Rebate Operations, Finance and Sales to improve workflows, documentation and controls.

• Identify opportunities for automation, better system integration and stronger data validation.

• Help develop scalable reporting that improves visibility as the business grows.

Maintain strong standards

• Keep accurate, complete and audit-ready records of collection activity, claim updates and stakeholder communications.

• Follow internal credit and rebate policies, documentation standards and relevant regulatory requirements.

• Escalate aged, stalled or non-compliant claims and coordinate action to resolve the underlying issues.

You Must Have

• 2 -4 years’ experience in accounts receivable, credit control, collections, rebate recovery or financial operations.

• Strong analytical skills, with the ability to interpret ageing reports, identify trends and investigate discrepancies.

• Advanced Excel or Google Sheets skills, including experience building reports, analysing datasets and presenting useful insights.

• Excellent attention to detail across reconciliations, claims, adjustments and ledger movements.

• Clear, confident communication skills and the ability to have productive conversations about outstanding balances.

• A practical approach to improving processes, solving problems and following issues through to completion.

• The ability to manage competing priorities and maintain accurate work in a fast-paced environment.

Highly regarded:

• Experience with Xero, Salesforce, Airtable, Formbay or similar finance, CRM and claims management platforms.

• Exposure to renewable energy rebates, government incentive schemes or compliance-based claims.

• Experience improving reporting, workflows, system controls or automation.

What Will Help You Succeed

You’re proactive, commercially minded and comfortable taking ownership. When a claim stalls or the numbers don’t reconcile, you investigate, ask questions and keep working towards a resolution.

You balance confident follow-up with strong stakeholder relationships, communicate clearly and bring practical ideas to the team. You enjoy understanding why an issue happened and helping prevent it from happening again.