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Financial Operations Coordinator

1 month ago

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

We are seeking a highly organized and detail-oriented Financial Operations Coordinator 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 crucial, and you will be expected 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 build relationships both internally and externally with colleagues, clients, suppliers, and third parties.

Key Responsibilities
  • Client account reconciliation and self-assessment receipt allocation
  • Producing invoicing data for outsourcing partners
  • Daily/weekly payments of Self-Assessment rebates
  • Generating Self-Assessment invoices
  • Credit control collection and Underwriting liaison
  • Effective client communication
  • Building relationships with colleagues, clients, suppliers, and third parties
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.