Team Lead, Client Finance

1 month ago


United Kingdom Sirva Bgrs Llc Full time

Posted Friday, November 17, 2023 at 5:00 AM

Team Lead, Client Finance

Team lead will have an expert knowledge of Billing resolution and collections process and will be leading a team of 6-7 people.Team Lead will have ability to work independently and guide team members on process, client policy and procedures.

  • Relationship Management – Builds working relationships with internal and external contacts to collaborate on various matters.
  • Customer Focus – Proactively corrects and resolves customer service issues and monitors customer satisfaction.
  • Results Delivery – Resolves issues of varied scope and complexity where analysis of data requires evaluation of identifiable factors.
  • Strives for Excellence – Works with People Manager to implement performance development activities, including self development actions.

PRIMARY FUNCTION OF THE ROLE

Manage the process for billing clients, both the re-billing of client disbursements and the billing of management fees to clients. Dealing with and resolving any disputes/issues on invoices communicated from clients or internal colleagues to ensure prompt cash collection of receivables.

RESPONSIBILITIES:

Key responsibilities include:

  • Ensure unbilled disbursements and fees are invoiced on a timely basis. As per the client Billing instructions and within the agreed SLA
  • Resolving any disputes/issues on invoices communicated from clients or internal colleagues
  • Ensuring prompt cash collection. Working with Client contact and internal partners to identify unapplied receipts
  • Act as a point of contact between various areas of the organization to ensure collections of outstanding billed receivables
  • Monitor risk activity and write-offs associated with receivables
  • Report aged receivables monthly
  • Perform additional revenue audits comparing actual fee billing to contractual fees.
  • Providing timely details for allocation of cash receipts from clients
  • Preparation and resolution of month end WIP (unbilled receivables) & AR reconciliations
  • Complete the monthly metrics reports used by management
  • Processing monthly journals and adjustments for Service fee revenue
  • Reconciliation of Client float bank accounts

QUALITY

  • Strong focus on process improvement and commitment to service level agreements
  • Absolute commitment to client service excellence.
  • Excellent attention to detail and a commitment to getting things right first time.
  • Resilience and determination to achieve targets.

SPECIFICATIONS

  • At least 5+ years’ experience of a range of accounting duties including accounts receivables, collections and control function
  • Confidence and dedicated attitude to take responsibility for resolving issues
  • Sound basic accounting knowledge
  • Strong verbal and written communication skills
  • Advanced Excel skills – competency in manipulating and reporting on large amounts of data
  • Ability to prioritise, multi task and deliver against tight deadlines
  • Proficiency in Word and Microsoft Outlook
  • Excellent organisation and planning skills
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