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Financial Operations Officer

3 months ago


Tunbridge Wells, Kent, United Kingdom Triumph Consultants Ltd Full time

What's involved with this role:

Financial Operations Officer

Reference no:
Aster

Pay Rate:
£27,606.00

per annum PAYE

Hybrid role

A Financial Operations Officer is required to ensure that income is accurately and completely posted to the company's finance and housing management systems.

Resolving allocation queries and supporting the Financial Operations Team Leaders. Issuing sales ledger invoices, receiving, posting, and reconciling income and posting this accurately to customer accounts, providing credit control support; issuing reminders and chasing debt as necessary.

Key responsibilities:

  • Processing all payments received and ensuring that these are allocated to accounts.
  • Posting of cash and benefit, manually and by batch to the finance and housing management system.
  • Posting of other debtor invoices and cash receipts to the finance system.
  • Raise and despatch debtor invoices as required in accordance with agreed procedures and to respond to requests from customers to make payments by standing order, direct debit, giro, or other means.
  • Reconciliation of cash and transfer postings and resolution of unposted and queried items.
  • Posting HB and universal credit payments to customers' accounts.
  • Examinations of current customer and debtor credits, and other customer credits.
  • Seeking prompt recovery of unpaid accounts and other debts not dealt with by the income recovery team.
  • Administration and collection of Direct Debits, including recording and correction of rejections.
  • Ensuring that all direct debit receipts are correctly allocated to customer accounts.
  • Creating/amending customer accounts as and when necessary.
  • Provide credit control service cover for Financial Operations Team Leader including:
  • Timely and effective collection of all debts and customer payments.
  • Maintaining contact with customers to ensure invoices are clear for payment.
  • Resolving queries both internally and externally around outstanding invoices.
  • Ensuring reconciliation between the bank, the housing management system and the financial ledgers can be completed.

"Role Requirements" - to give yourself the maximum chance of success please try and ensure your CV addresses the following essential criteria: Qualifications/Knowledge:

  • Educated to GCSE Standard (or equivalent), including passes in English and Maths.
  • Aware of and promote equal opportunities.
  • Knowledge of working in an area where data protection is imperative, and of adhering to controls to mitigate this risk.
  • Clear understanding of the importance of customer service. Able to act on own initial with mínimal supervision.

Experience:

  • Experience working with computerised accounts systems and able to pick up new I.T. systems quickly.
  • Experience of working in a transaction processing office environment and team.
  • Experience of working in an area where data protection is imperative, and of adhering to controls to mitigate this risk.

Skills/Technical skills:

  • Reasonable level of IT skills, including proficiency in Microsoft Office suite (excel, Word and Outlook) and CRM databases.
  • Ability to organise and prioritise work, often under pressure.
  • Can identify areas where positive change to the way we work can be made.
  • Good keyboard skills and attention to detail.
  • Good numeracy, analytical and financial skills.
  • Able to be flexible in approach to hours worked.
  • Able to communicate effectively with customers and staff in writing, face to face and over the telephone.
  • Be a good team player with a 'cando' attitude, be proactive and forward thinking.
  • Able to identify system improvements and areas where processes can be improved.

_To help speed up the process of uploading your CV to the client we would suggest that you send us your CV in Word format (or equivalent) if possible, rather than as a PDF._

_If you are successful in securing this role, please note that for the entire duration of this contract, regardless of extension you will be working this role at the PAYE rate that has been advertised. For absolute clarity, we only work on a PAYE basis, rather than entertaining umbrella pay terms, we do not offer Ltd/umbrella or outside IR35 rates. If you wish to understand PAYE vs Umbrella more, please let us know and we can send you some additional information for clarity._

Other "Essential Requirements" - Please check to ensure that your CV addresses the following items:


  • Our clients are generally seeking applicants who are reasonably local, so on that basis we would ideally like you to supply us with your address (or at least your post code) and a telephone number so that we can reach you during working hours.
  • Your recent UK working experience going back at least 5 years, or full employment history if you have been working for fewer years than this.
  • Your availability to work either immediately, or at short notice.
  • Full Driving licence, access to a veh