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Financial Operations Coordinator

2 months ago

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

In this Financial Operations Coordinator role, your duties would include:

  • Reconciling client accounts, including allocating self-assessment receipts and calculating disbursements
  • Producing invoicing data for our business partners
  • Making daily/weekly payments of Self-Assessment rebates
  • Generating Self-Assessment invoices
  • Managing credit control collections across all IN-SYNC Group products and liaising with Underwriting teams
  • Communicating with clients in a timely manner by phone and email
  • Ensuring clients are kept up-to-date and successfully resolving any issues and queries
  • Building relationships both internally and externally with colleagues, clients, suppliers, and third parties.
  • Following departmental processes and procedures, ensuring compliance is adhered to in all instances.
  • Identifying any process/procedure improvements to positively impact standards, efficiencies, and profitability.
Benefits
  • 22 days holiday (rising by 1 day per year to a max of 25 days)
  • Pension plan
  • Professional study support
  • Healthcare cash plan via Medicash
  • Cycle to Work Scheme
  • Free on-site parking
  • Training partnership with ILM
  • Hybrid working
Additional Information

Our working hours are Monday to Thursday, 8.30am-5.30pm, and Friday, 8.30am - 5.00pm.

All applications require the right to work in the UK; we don't currently hold a licence to provide work sponsorship.