Deputy Finance Manager
4 weeks ago
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:
- Working experience within a commercial environment.
- Experience in client management within an SME accounts environment.
- Desirable: Experience with an international client base.
- Customer-focused and responsive.
- Excellent communication skills with a proactive approach to customer care and problem-solving.
- Knowledge and experience of Sage 200.
- Attention to detail with strong interpersonal and teamwork skills.
- Good IT skills.
- Organized and efficient worker.
- AAT Qualified or in the final year of study.
- 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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