Deputy Finance Manager

4 weeks ago


Croydon, United Kingdom Workforce Recruitment Full time

Job Title: Deputy Finance Manager
Location: East Croydon
Date: June 2024

Role Outline:

We are seeking a highly motivated Deputy Finance Manager to join our team . This role involves working under the Head of Finance, assisting in managing the Finance team, and overseeing ledger functions.

Job Role and Responsibilities:

Team Management:

  • Assist in managing payables, receivables, credit control, and settlements.
  • Oversee the purchase ledger functions, including checking payments, coding invoices, reconciling the Ltd Company bank account, and ensuring adherence to payment terms by the purchase ledger clerk.
  • Check daily withdrawal reports and liaise with the Chairman.
  • Oversee the receivables function to ensure timely processing of customer receipts, check customer refunds, and handle escalated customer complaints.
  • Oversee the settlement function, ensuring prompt approval of company settlements.

Withdrawals and Reporting:

  • Responsible for Trust Withdrawals, admin fee reconciliation, and matured plan reconciliation.
  • Perform Incentive Scheme reconciliations for our direct division by the 10th of each month.
  • Conduct nominal ledger reconciliation.
  • Manage payroll journals and VAT.
  • Conduct Appointed Representative solvency checks.
  • Handle PAYE/Dividend and urgent refunds.
  • Manage CRM data reporting.

Key Skills and Qualifications:

  1. Working experience within a commercial environment.
  2. Experience in client management within an SME accounts environment.
  3. Desirable: Experience with an international client base.
  4. Customer-focused and responsive.
  5. Excellent communication skills with a proactive approach to customer care and problem-solving.
  6. Knowledge and experience of Sage 200.
  7. Attention to detail with strong interpersonal and teamwork skills.
  8. Good IT skills.
  9. Organized and efficient worker.
  10. AAT Qualified or in the final year of study.
  11. Clear, confident, and professional phone manner.

If you are an organized, detail-oriented professional with a passion for finance and customer service, we encourage you to apply for this exciting opportunity.



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