Financial Operations Team Leader

4 months ago

Wells, United Kingdom Fusion Recruitment Full time

My client, a local housing authority, is recruiting for a Team Leader for their Financial Operations department.

The purpose of the role is to ensure that all payments received by the organisation are completely and accurately posted onto the company ledgers and systems in a timely manner. Ensure that daily, weekly and monthly tasks are completed. To deliver an excellent, efficient and accurate Financial Operational service in accordance with the Groups’ debt recovery procedures. To ensure that the team is trained, motivated, capable and lead in accordance with Group policy. To be responsible for the recovery of non-tenancy related customer debt. Support Head of Financial Operations

**Key Accountabilities**

Ensuring that all postings and allocating of daily receipts to accounting systems and/or customer accounts are completed on timely basis. This will include HB and Universal credit payments from Local Authorities and DWP.

Assisting with the implementation of annual rent review process. Liaise with Local Authorities. Ensuring annual update of rents onto the housing management system as well as updating this with rent changes where there is a change in tenancy.

Ensuring all sales invoices are produced and despatched in a timely manner within KPI agreed timescales. Property, tenant recharge, garage rents and service charges are accurately loaded onto the housing management system

Maintain sales ledger/Housing system integrity including reconciliation of Sales ledger with other systems

Leading direct debit system, overseeing Income Accounts officers in:

- Setting up and maintaining direct debits on system so that customers can use this method to pay
- Posting direct debit payments onto customer accounts in the system ensuring that all are accurately posted and reconciled
- All DD’s are recalculated correctly on the Housing system
- Collection of DD’s in a timely manner

Preparing output reports such as aged debt analysis, list of write offs etc. and presenting these to the Assistant Director (financial operations) together with any recommendations

Processing write-offs/write-ons onto system depending upon appropriate authorisation

Ensuring that the housing management system is used fully in line with company policy

Investigating exception reports and clearance of any suspense items

Provide credit control service to the business; sending out reminders for unpaid bills and chasing payment where appropriate, including:

- Monitor the debt lists on a monthly basis and follow Aster Group’s Debt Recovery Policy & Procedure in a timely manner.
- Arrange and monitor affordable repayment plans with customers.
- Record all contact with customers or their representatives.
- Liaison with leaders on all cases requiring addition specialist advice or support.
- Liaison with leaders as required and selection of cases recommended for write off.

Providing accounts information to internal departments

Creation of new Properties and Customers debtor accounts on relevant systems.

Leading the Financial Operations officers/administrators in accordance with the Group’s management procedures and guidance. Including but not limited to appraising staff, holding regular one-to-one meetings, training and staff development and workload of both self and team

Monitor and report performance of self and team against agreed Key Performance Indicators

Encouraging a can-do attitude and culture of service improvement

Involvement and/or leading in adhoc and system/service improvement projects

Month end reconciliations

Promote the best use of the systems; analyse system use and identify and recommend improved and more efficient ways of working

Ensure a full suite of procedures are complete and current for all processes

Interaction with internal departments to seek best practice of working and improvement to across group processes

Lead and/or participate in projects and system implementations or developments as necessary. To represent the rent accounting/sales ledger teams through these projects and ensure that any impact upon these services is considered

Any other reasonable requests as required by Head of Financial Operations/Assistant Director of Financial Operations and Management Accounting

**Experience and Qualifications**

Educated to GCSE Standard (or equivalent), including passes in English and Maths

Desirable 2 “A” levels, Line management experience

Commitment to continuing professional development

Working with computerised accounts systems and able to pick up new I.T. systems quickly

Have experience of working in a sales ledger environment

Experience of a credit controller role and recovery of debt

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.

Excellent attention to detail.

Ability to reconcile complex accounts

Ability to work as part of a team.

Able to

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