Financial Operations Specialist

3 weeks ago

StokeonTrent, Stoke-on-Trent, United Kingdom Davies Full time
We are seeking a highly skilled Financial Assistant to join our Claims Finance team in Stoke. In this role, you will be responsible for managing client-funded bank accounts on behalf of our claims management teams. Your key responsibilities will include producing monthly claims management, reconciliations, and statements, as well as supporting the Claims Finance team.

**Key Responsibilities:**

* Undertake bank reconciliations and client reconciliations using Excel as per client and company requirements.
* Monitor and control client accounts and client funds in line with client and company service standards, escalating any issues internally or to clients as required.
* Investigate and resolve reconciliation queries in a timely manner.
* Record all receipts and credits in a timely manner.
* Complete payment processes via online banking, cheque, and internal systems.
* Process cheques in and out, including bank cheques.
* Process Davies fee payments.
* Process bank account applications.
* Answer and resolve telephone and email queries in a timely manner.
* Liaise with staff from across the Davies Group and external clients.
* Support the oversight and development of the Claims Finance team, including any training and development needs.
* Adhere to Company systems and procedures.
* Actively promote the principle of Treating Customers Fairly.

**Requirements:**

* Good reconciliation experience.
* Strong Excel skills.
* Ability to work to deadlines while prioritizing workload.
* Must be able to multitask.
* Excellent telephone manner and customer service experience.
* Excellent written and verbal communication.
* Ability to work in a team as well as individually.

**Benefits:**

* Career and Purpose: Davies Innovation Lab, Leadership training programme, Funding for professional qualifications, Thrive at Davies; learning opportunities.
* Environmental and Social: The Davies Foundation, Local charity funding, Pennies To Heaven, Employee Resource Groups, Employee volunteering programme.
* Financial Health: Pension, 5% employee and 5% employer contribution, My Choices at Davies provides; High Street discounts and Financial wellbeing hub, Life assurance: x4, Refer a Friend, Cycle to Work Scheme, Lease car salary sacrifice, Davies Incentive Plan, Enhanced maternity, paternity, and adoption pay.
* Metal, Physical, and Emotional Wellbeing: Wellbeing centre; move, munch, money, and mind focus, Discounts with 100's of UK retailers, EAP; 24/7 confidential helpline, 25 days holiday, increases to 26 days after 5 years and 27 after 10 years, Flexible working; hybrid, work from home or join a collaborative office space, Dress for your day, Inclusive employment policies eg. Menopause, fostering friendly, fertility, sabbatical policy, and baby loss and miscarriage, Flexible benefits include; holiday purchase plan and an opportunity to purchase health cash plan and BUPA dental plan.

We are a specialist professional services and technology firm, working in partnership with leading insurance, highly regulated, and global businesses.

We help our clients to manage risk, operate their core business processes, transform, and grow. We deliver professional services and technology solutions across the risk and insurance value chain, including excellence in claims, underwriting, distribution, regulation, and risk, customer experience, human capital, digital transformation, and change management.

Our global team of more than 6,500 professionals operate across ten countries, including the UK and the U.S. Over the past ten years, Davies has grown its annual revenues more than 20-fold, investing heavily in research and development, innovation, automation, colleague development, and client service. Today the group serves more than 1,500 insurance, financial services, public sector, and other highly regulated clients.

  • Financial Operations Specialist

    3 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Davies Full time

    Financial Operations Specialist**Key Responsibilities:*** Manage client funded bank accounts on behalf of the Claims Finance team* Produce monthly claims management, reconciliations, and statements* Support the Claims Finance team in monitoring and controlling client accounts and client funds**What You'll Do:*** Undertake bank reconciliations and client...

  • Financial Operations Specialist

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Davies Full time

    Job Title: Financial Operations SpecialistDavies is seeking a highly skilled Financial Operations Specialist to join our Claims Finance team in Stoke. In this role, you will be responsible for managing client-funded bank accounts on behalf of our claims management teams. Your primary duties will include producing monthly claims management, reconciliations,...

  • Financial Services Manager

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Hays Specialist Recruitment Limited Full time

    Account Manager/Client Manager RoleAs a key member of our team, you will be responsible for reviewing and improving the quality of our clients' financial accounts. Your expertise will be essential in providing feedback and training to our team members, ensuring they meet the highest standards.Key Responsibilities:Review and analyze financial accounts,...

  • Management Accountant

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Reed Full time

    Financial Operations SpecialistReed Education is partnering with a prestigious independent school in Stoke-on-Trent to find a highly skilled Management Accountant. The successful candidate will play a crucial role in managing the school's financial operations, ensuring accuracy and compliance with all relevant regulations.Key Responsibilities:Prepare monthly...

  • Financial Operations Specialist

    3 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Davies Group Full time

    As a Financial Operations Specialist at the Davies Group, you will be responsible for managing client monies and producing monthly reconciliations using Excel. Your attention to detail and strong Excel skills will be essential in investigating and resolving queries in a timely manner.Duties and Responsibilities:Undertake bank to bordereau reconciliations...

  • Financial Support Specialist

    3 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Holdcroft Motor Group Full time

    Financial Support SpecialistWe are seeking a highly organized and detail-oriented Financial Support Specialist to join our thriving accounts department. As a key member of our team, you will provide essential support to the Dealership Accountant, ensuring the smooth operation of our financial processes.About the RoleAs a Financial Support Specialist, you...

  • Financial Operations Specialist

    3 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Davies Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our Claims Finance team in Stoke. As a key member of our team, you will be responsible for managing client-funded bank accounts on behalf of our claims management teams.Key ResponsibilitiesManage client-funded bank accounts, ensuring accurate and timely reconciliations and...

  • Financial Operations Specialist

    3 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Davies Full time

    Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our Claims Finance team in Stoke. As a key member of our team, you will be responsible for managing client-funded bank accounts on behalf of our claims management teams.Your primary duties will include:Performing bank reconciliations and client reconciliations using Excel,...

  • Financial Support Specialist

    3 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Holdcroft Motor Group Full time

    Financial Support SpecialistWe are seeking a highly organized and detail-oriented Financial Support Specialist to join our team at Holdcroft Motor Group. As a key member of our accounting department, you will provide essential support to our Dealership Accountant, ensuring the smooth operation of our financial processes.Key Responsibilities:Support the...

  • Financial Support Specialist

    7 days ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Holdcroft Motor Group Full time

    Financial Support SpecialistWe are seeking a skilled Financial Support Specialist to join our team at the Holdcroft Motor Group.As a Financial Support Specialist, you will work closely with the Dealership Accountant to ensure the efficient management of financial matters. Your responsibilities will include:Supporting the Dealership Accountant with daily...

  • Financial Planning Specialist

    3 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom DJH Full time

    Financial Planning SpecialistAt DJH, we're seeking a skilled Financial Planning Specialist to join our Finance team. As a key member of our team, you'll be responsible for providing financial guidance to our clients.Key Responsibilities:Prepare monthly management accounts for companies within the Great Things Together GroupSupport with daily bookkeeping...

  • Financial Operations Manager

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Operations Manager to oversee our finance team in Stoke-on-Trent, United Kingdom. As a key member of our finance team, you will be responsible for financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop...

  • Financial and Contractual Specialist

    3 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom beBee Professionals Full time £35,000 - £55,000

    We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare...

  • Financial Operations Assistant

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Davies Group Full time

    Financial Operations RoleAbout Davies GroupDavies Group is a leading provider of financial services, and we are seeking a highly skilled Financial Operations Assistant to join our team. As a Financial Operations Assistant, you will play a critical role in supporting our financial operations, ensuring the smooth processing of financial transactions, and...

  • Financial Operations Assistant

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Davies Group Full time

    Financial Operations RoleAbout Davies GroupDavies Group is a leading provider of financial services, and we are seeking a highly skilled Financial Operations Assistant to join our team. As a Financial Operations Assistant, you will play a critical role in supporting our financial operations, ensuring the smooth processing of financial transactions, and...

  • Financial and Contractual Specialist

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom beBee Professionals Full time £35,000 - £55,000

    beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation, project management, and contract negotiation, with excellent communication and negotiation skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed...

  • Financial Management Specialist

    6 days ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom University Hospital of North Midlands NHS Trust Full time

    About the Role:As a Financial Management Specialist at University Hospitals of North Midlands NHS Trust, you will play a crucial part in ensuring sound financial management and control across the trust. Your responsibilities will include maintaining ledger integrity, adhering to Standing Financial Instructions, and contributing to the development of a...

  • Financial Manager

    3 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom CV-Library Full time

    Job Title: Financial Manager - Overhead Cost SpecialistJob Summary: We are seeking a skilled Financial Manager to lead an overhead cost management project. As part of a large UK-based organisation, you will play a critical role in driving cost control and operational efficiency.Key Responsibilities:Take ownership of tracking, monitoring, and reducing...

  • Financial Operations Assistant

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom bet365 Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Assistant to join our team at bet365. As a key member of our Finance Team, you will play a crucial role in the processing of payments to satisfy requirements and obligations within our multiple legal entities.Key Responsibilities:Process over 30,000 payments each month with accuracy and...

  • Financial Operations Manager

    1 month ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Reed Full time

    Job Title: Management AccountantReed Education is partnering with a prestigious independent school in Stoke-on-Trent to find a highly skilled Management Accountant.About the Role:We are seeking a motivated and experienced Management Accountant to join our client's dynamic team. The successful candidate will play a crucial role in managing the school's...