Financial Operations Coordinator

1 week ago


Farnham, Surrey, United Kingdom IN-SYNC Group Full time
About the Role

In this Financial Operations Coordinator position at IN-SYNC Group, your duties would include:

  • Reconciling client accounts, including allocating self-assessment receipts and calculating disbursements
  • Producing invoicing data for our outsourcing partners
  • Making daily/weekly payments of Self-Assessment rebates
  • Generating Self-Assessment invoices
  • Managing credit control collection across all IN-SYNC products and liaising with Underwriting
  • Communicating with clients in a timely manner
  • Ensuring clients are kept up-to-date and successfully resolving any issues and queries
  • Building relationships with colleagues, clients, suppliers, and third parties
  • Following departmental processes and procedures, ensuring compliance is adhered to in all instances
  • Identifying process/procedure improvements to positively impact standards, efficiencies, and profitability
Key Responsibilities
  • Client account management and reconciliation
  • Financial data analysis and reporting
  • Payment processing and invoicing
  • Credit control and collections
  • Client communication and relationship building
  • Process improvement and compliance
Benefits
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance
Requirements

To be successful in this role, you will need:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Proficiency in financial software and systems
  • Knowledge of financial regulations and compliance


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