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Financial Operations Specialist

2 months ago

Worthing, West Sussex, United Kingdom Equiniti Full time

Job Summary

Equiniti is a leading provider of technology and solutions for complex and regulated administration and payments. Our technology platforms are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services. We have 1,700 clients, make £160 billion worth of payments through our systems every year, hold records for 70 million shareholders, look after pension schemes for 8 million pension scheme members, and provide services which touch 28 million customers. Over a third of the UK population has dealt with Equiniti at some point during their lives.

Company Overview

Equiniti is a company that has been built with strong values at the very core of our offering. Dealing with some of the most successful companies and government agencies in the UK, excellence, integrity, professionalism, partnership, commercial and innovation are therefore at the heart of everything we do. We employ c.5000 people in the UK, India, Poland and the US.

Business Function

Our Group finance provides a shared service to the Group for all locations/divisions. Teams include Order to Cash, Procure to Pay, Accounting, Audit, FP&A and Master Data.

Job Responsibilities

The successful candidate will be responsible for the following:

  • Maintain Client records including contracts/agreements, budgets, all master data, billing data, contact information
  • Liaise with New Business, Commercial Finance and Client Relationship Leads on new contracts, renewals and statements of work, providing advice and making appropriate recommendations. Ensuring documentation and fee schedules are standard, clear and accurate and therefore appropriate for billing
  • Provide Clients with costings, budgetary estimates and other finance and billing queries as required
  • Construct, process and issue Client invoices by obtaining and using relevant data and fee information, standard templates, validation methods and in line with contracts
  • Review client disbursements statements at each quarter, checking against contract for chargeability and highlight variations
  • Ensure invoices are processed and issued in a timely manner, and any issues or delays are recorded and escalated as required
  • Request purchase orders from clients and track invoices against them
  • Ensure Trackers are kept up to date, to ensure real time data is always available
  • Secondary Validation Checks for fellow team members' invoices in Workflow
  • Cover for fellow team members as required (including Process Improvement Team)
  • Liaise with Offshore OTC Team where involved in BAU billing processes

Requirements

The successful candidate will demonstrate the following experience, skills and behaviours and able to fulfil the mobility requirements of the role:

  • Proven experience in Financial processing including some basic accounting knowledge
  • Excellent verbal, written communication and interpersonal skills
  • Proficient in the use of Microsoft Office Suite, particularly Excel
  • A familiarity with large ERP systems (desirable but not essential)
  • Attention to detail, but with an ability to work efficiently in a high pressure environment
  • Able to work to SLAs and deadlines effectively
  • Confident and enthusiastic with regards to managing performance and goals

Mobility Requirements

Domestic - Occasional travel required within the UK

Overseas - None

What We Offer

Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%

All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.

Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.

Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform.

Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.

Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.

Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.

Learning & Development - Investment in LinkedIn Learning for all colleagues.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks