Financial Operations Associate

3 weeks ago


London, Greater London, United Kingdom CRS Full time
Job Title: Financial Operations Associate

Estimated Salary: £28,000 - £32,000 per annum (dependent on experience)

About CRS

CRS is a fast-growing player in the SME Lending Landscape. Established in 2019, they have created an excellent brand name due to quick, efficient, and accessible funding options via their bespoke customer & broker portals.

The company has seen record growth in 2024 – doubling the amount of lending in the market, growing the team by 10 new hires & receiving a new round of funding which creates a brilliant footing for 2025.

Job Description

The Financial Operations Associate will work closely with the Finance Director on a variety of tasks. Responsibilities include:

  • Set up Direct Debit mandates for all customers
  • Set up customer payments in Lloyds, and make payments within mandate provided
  • Support with Customer Service, eg provide statements to customers, settlement figures, etc
  • Record and maintain accurate financial transactions on Xero
  • Process accounts payable, manage invoices and make sure payment terms are met
  • Ad-hoc MI requests, working with the Finance Director
Requirements

We are looking for someone with:

  • Previous experience in Payment Processing
  • Ideal - Experience in Fintech or Interest in the sector
  • Strong communicator with clear speech and writing
  • Good mathematical skills
  • Strong experience in working with financial data
  • Excellent excel skills and use of different functions
  • Effective team player with the ability to work independently, exercise initiative and take ownership of projects
  • Good time management skills to work on deadline driven projects
  • Commitment to continuous improvement
  • Sense of accountability and pride in their work
  • Ideally experience of using Salesforce and Xero


  • London, Greater London, United Kingdom cer Financial Ltd Full time

    Job DescriptionCer Financial Ltd is seeking a Senior Associate Product Control to join their team. The successful candidate will be responsible for managing financial operations, ensuring accurate accounting records, and reporting to stakeholders.Key Skills and QualificationsBachelor's degree in Finance or AccountingMinimum 2 years of experience in financial...


  • London, Greater London, United Kingdom cer Financial Ltd Full time

    Job Description:We are seeking a Senior Associate Product Control to join our team. As we continue to grow in size, scale and complexity, this role will play a key part in ensuring the accuracy and integrity of our financial data.Key Responsibilities:Performing financial analysis and control activities to ensure compliance with regulatory...


  • London, Greater London, United Kingdom Chatham Financial Full time

    **Job Summary:**We are looking for a skilled Business Operations Associate to support our financial operations team at Chatham Financial. As a key member of our team, you will contribute to our success by managing transaction details, analyzing loan documents, and training new team members.Responsibilities:Manage transaction details and documents in our...


  • London, Greater London, United Kingdom Taylor Root Full time

    Job Title: Financial Operations AssociateTaylor Root is seeking a highly motivated Financial Operations Associate to join their team. The successful candidate will be responsible for analyzing efficiency metrics on various client matters and collaborating in revenue management aspects of the pitching process.The ideal candidate will have experience with...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planning Associate - Technical SupportWe are seeking a skilled Financial Planning Associate to provide technical support to our financial advisers. In this role, you will be responsible for delivering high-quality paraplanning services, including report writing, research, and presentation preparation. As a Financial Planning Associate, you will...


  • London, Greater London, United Kingdom P10 Financial Group Full time

    About the RoleWe are seeking a motivated Dynamic Financial Associate to join our team at P10 Financial Group. Based in West End London, this role offers an excellent opportunity to work on building our advisory business and providing connected services across the financial spectrum.About the CompanyP10 Financial Group is a leading provider of next-generation...


  • London, Greater London, United Kingdom Bloomberg LP Full time

    Key ResponsibilitiesWe are seeking a highly organized and detail-oriented Financial Operations Associate to join our team at Bloomberg LP. As a key member of our Procure to Pay department, you will be responsible for managing the entire financial operations cycle, from accounts payable to accounts receivable.The successful candidate will have a strong...


  • London, Greater London, United Kingdom Laser Digital group Full time

    Laser Digital, a leading crypto business, seeks an experienced Financial Operations Associate to join our team in London or Dubai. This opportunity includes the option to relocate to Dubai.Company OverviewWe are a pioneering company redefining the frontier of digital finance. With backing from Nomura, we deliver scalable solutions across trading, asset...


  • London, Greater London, United Kingdom Tether Operations Limited Full time

    Tether Operations Limited is seeking a highly skilled Financial Operations Specialist to enhance organizational efficiency and lead the development of streamlined processes with a strong emphasis on financial operations.The ideal candidate will excel in creating and implementing robust workflows, leveraging technology to optimize financial and operational...


  • London, Greater London, United Kingdom Floss Agency Full time

    Floss Agency is seeking a highly organized and detail-oriented individual to join our team as a Financial Operations Associate. This role will be responsible for administering the organization's outgoing transactions, ensuring they are authorized and processed as expected.Processing new supply purchasesReviewing invoices to ensure accuracy and correct...


  • London, Greater London, United Kingdom Chatham Financial Full time

    Key ResponsibilitiesAs a Data Consultant Associate at Chatham Financial, you will play a crucial role in solving complex loan reporting, data management, and portfolio analytics challenges for institutional real estate clients. Your key responsibilities will include:Reviewing and accurately extracting information from various types of real estate source...


  • London, Greater London, United Kingdom Chatham Financial Full time

    About UsChatham Financial is the largest independent financial risk management advisory and technology firm, serving over 3,000 companies worldwide.Job Description:As a Risk Advisory Associate, you will be responsible for:Uploading transaction details and documents in the transaction management database.Managing tracking and reporting of transaction...


  • London, Greater London, United Kingdom Cer Financial Ltd Full time

    Senior Associate Product ControlCer Financial Ltd, a leading fintech company, is seeking an experienced Senior Associate Product Control professional to join their team in London.The successful candidate will have a strong background in financial accounting and control, with excellent analytical and problem-solving skills.The role involves working closely...


  • London, Greater London, United Kingdom Lawhive Full time

    Lawhive is an innovative online platform that aims to democratize access to the law. We're currently seeking a highly skilled Financial Operations Associate to join our team.The Job DescriptionWe are looking for a talented individual to oversee and enhance our payment procedures, guaranteeing adherence to regulations, and streamlining our financial...


  • London, Greater London, United Kingdom Financial Pinnacle Full time

    We are seeking a highly skilled and experienced Head of Financial Operations to join our team at Financial Pinnacle. This role involves leading and developing a finance function that supports business growth, improving financial planning and analysis capabilities, and driving financial transparency across the organisation.You will be responsible for guiding...


  • London, Greater London, United Kingdom Nixon Caunce Associates Full time

    Nixon Caunce Associates is a dynamic firm seeking an experienced Finance Administrator to join our team in Warrington. This is a permanent role with a salary of £25,000 – £28,000 per annum.The successful candidate will be responsible for managing the financial operations, including:Purchase ledger and credit controlBank payments and...


  • London, Greater London, United Kingdom Saltus Partners LLP Full time

    Job DescriptionSaltus Partners LLP is seeking a highly skilled and experienced Financial Operations Associate to join their Investment Management team. This role involves various responsibilities related to dealing and investment administration, ensuring the smooth execution of trades, managing risks, and contributing to the overall success of the Asset...


  • London, Greater London, United Kingdom cer Financial Ltd Full time

    Company OverviewCer Financial Ltd is a payment processing provider at the forefront of innovation in the Fintech industry. We are committed to delivering cutting-edge solutions that cater to the evolving needs of our clients.Salary and BenefitsWe offer a competitive salary of £75,000 per annum, reflecting our commitment to attracting and retaining top...


  • London, Greater London, United Kingdom Chatham Financial Full time

    At Chatham Financial, we empower our employees to grow and develop their careers through professional development opportunities.Job DescriptionAs a Business Operations Associate, you will be responsible for managing transaction operations, working closely with our documentation team, and reviewing loan documents for key economic data.ResponsibilitiesManage...


  • London, Greater London, United Kingdom PATRIZIA Immobilien AG Full time

    PATRIZIA Immobilien AG seeks a Financial Operations Associate to support the Canadian capital raising efforts for real estate and infrastructure funds. The ideal candidate will have a strong business background and excellent computer skills.The salary for this position is approximately $80,000 - $100,000 per annum, depending on experience.About the Job:This...