Financial Analyst

17 hours ago


StratforduponAvon, Warwickshire, United Kingdom The Portfolio Group Full time

Job Title: Finance Graduate

Job Summary:

We are seeking a detail-oriented and diligent Graduate to join our team at The Portfolio Group. As a Finance Graduate, you will play a crucial role in assisting our client with accurately processing contract information into billing and workforce planning systems.

Key Responsibilities:

  • Accurately input and verify new client contract data to ensure timely onboarding within internal Service Level Agreements (SLAs).
  • Process refunds and adjustments to client accounts within set SLAs.
  • Administer direct debits, including setup, amendments, and removals.
  • Collaborate with the Client Experience and Sales teams to resolve client issues.
  • Perform cash posting duties and manage unallocated cash and credits on accounts.

Benefits:

  • 25 days holiday (rising to 27 after two years), plus bank holidays.
  • Opportunity to work in a diverse and structured environment.
  • Chance to develop strong communication skills and collaborate with multiple departments.

About The Portfolio Group:

We are a dynamic and growing company that values our employees and provides opportunities for growth and development.


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