Financial Operations Specialist
3 days ago
Financial Operations Specialist
About the Role:This role is responsible for reconciling service charge income and expenditure, acting as the first point of contact for client queries, working closely with internal Surveying teams to ensure all client deliverables are met, and maintaining and overseeing property and lease data within the financial database.
Key Responsibilities:- Accurately reconcile service charge income and expenditure.
- Provide professional support and advice to clients as needed.
- Work with internal Surveying teams to meet client deliverables.
- Maintain and oversee property and lease data in the financial database.
- Assist with ad-hoc tasks and projects as required.
- Manage client and property cash flow and funding for smooth financial operations.
- Conduct annual property service charge reviews and liaise with the Asset Manager and Service Charge Team to ensure best practice guidelines are met.
- Ensure compliance with company policies and procedures.
- Instruct the Treasury department on client-related transactions such as collection of monies, amendments to client accounts, and payment of property-related transactions.
- Strong financial and technical reporting experience within a client service role.
- Advanced Excel skills and a solid understanding of financial analysis.
- AAT qualified or qualified by experience, with a strong understanding of ledger management.
£45,000 - £55,000 per annum
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Financial Operations Specialist
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