Financial Operations Specialist
4 weeks ago
We are seeking a highly skilled Financial Operations Specialist to join our team at IN-SYNC Group. In this role, you will be responsible for client account reconciliation, including allocating self-assessment receipts and calculating disbursements. You will also produce invoicing data for our outsourcing partners, make daily/weekly payments of Self-Assessment rebates, and generate Self-Assessment invoices. Additionally, you will be responsible for credit control collection across all IN-SYNC products and liaising with Underwriting. Effective communication with clients is essential, and you will be required to communicate with clients in a timely manner by telephone and email, ensuring clients are kept up-to-date and successfully resolving any issues and queries. You will also be responsible for building relationships both internally and externally with colleagues, clients, suppliers, and third parties. The ideal candidate will have excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment.
Key Responsibilities- Client account reconciliation
- Producing invoicing data for outsourcing partners
- Daily/weekly payments of Self-Assessment rebates
- Generating Self-Assessment invoices
- Credit control collection across all IN-SYNC products
- Liaising with Underwriting
- Effective communication with clients
- Building relationships with colleagues, clients, suppliers, and third parties
- 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
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.
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