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Financial Operations Coordinator

2 months ago

Leeds, Leeds, United Kingdom Stepchange Full time

Are you adept at numerical analysis and proficient in conducting regular financial reconciliations?

Do you possess advanced skills in Microsoft Excel, including familiarity with pivot tables and lookup functions?

Can you consistently meet monthly deadlines while assisting team efforts to achieve objectives?

Join our dynamic team at StepChange. We are not merely financial professionals; we are innovative leaders. As a prominent charity, we excel in financial stewardship and creativity. Become part of our mission to create a lasting impact and foster a brighter future together.

Role Overview

As a Financial Operations Coordinator, you will oversee accounts receivable, manage cashbooks, and analyze daily employee expenditures. You will also provide assistance with accounts payable and subsidiary transactions during peak periods.

Your Responsibilities

Step into a crucial position where you will be the backbone of our financial operations. Your responsibilities will include extracting and preparing monthly billing data, processing invoices and credit notes using Microsoft Dynamics Business Central, and managing credit requests and reconciliations. You will package and distribute invoices while actively enhancing cash collection through communication efforts.

Your contributions will aid in minimizing overdue debts and maintaining our debtors' ledger through monthly reconciliations and aged debt reporting. You will also handle cash postings and inquiries for subsidiaries, reconcile bank accounts daily, and analyze employee expenditures. Producing insightful financial reports, collaborating with the Finance team, updating creditor contact lists, and documenting processes will keep you engaged.

About You

  • Experience in managing sales ledgers, including following up on outstanding invoices, processing receipts, and performing reconciliations.
  • Proficient in using Word, Outlook, Microsoft Dynamics Business Central (or similar accounting software), and Excel, with some knowledge of macros.
  • Highly numerate, capable of regular reconciliations, and able to meet monthly deadlines while supporting team targets.


Your Benefits

This role offers a hybrid working model, allowing a combination of remote work and in-office collaboration.

You will also receive an excellent benefits package, including:

  • 24 days of annual leave (increasing by one day per year up to a maximum of 5 additional days, plus bank holidays and an extra day off for your birthday)
  • The option to buy and sell annual leave
  • Group pension and Group Company Life Assurance
  • Health cash plan with employee discounts in various retail outlets
  • Health and wellbeing initiatives
  • Employee Assistance Programme


Equality, Diversity, and Inclusion

We prioritize equality, diversity, and inclusion; fostering a culture of belonging is essential to us. We continually seek to enhance the diversity of our workforce to ensure we provide the best service possible for everyone. It’s not solely about the professional experience you bring; we value who you are and your potential. If you require any adjustments to our recruitment process to help you perform at your best, please reach out to our team, and they will be glad to assist.