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Portfolio Manager

2 months ago

Northampton, United Kingdom Inspired Energy Solutions Ltd Full time
Job Title: Portfolio Executive

At Inspired Energy Solutions Ltd, we are seeking a highly motivated and detail-oriented Portfolio Executive to join our successful team. This role will be based in our Harrogate office.

Role and Responsibilities:

The Portfolio Executive role contributes to service delivery to several customers, for services including Procurement, Bill Validation, Finance Reporting, Metering, and CRC. Working with a Portfolio Team to assist with the delivery of the services across customers, a Portfolio Executive develops the skills over time to work more independently and take on more responsibility for client delivery.

Key Responsibilities:
  • Dealing with customer queries and requests in a professional and efficient manner.
  • Maintaining the portfolio based on information provided by the customer and other third parties.
Procurement:
  • Assisting the Procurement team providing necessary information for utility contracts.
  • Managing acquisitions and disposals for existing contracts.
Bill Validation:
  • Processing utility billing.
  • Performing or contributing to regular validation runs to identify whether billing contains errors and required challenging.
  • Submitting regular batches of validated invoices to the customer to pay.
  • Ensuring invoices are paid within terms, communicating remittance information to suppliers.
  • Supplier account management, liaising with suppliers to ensure payments are correctly allocated and debt positions are managed.
  • Resolving challenges and obtaining refunds/credits (savings), meeting a stated savings target to ensure the customer is saving at the anticipated level.
  • Analysing and querying historic billing to recover overcharging, including site investigations if necessary, delivering savings against target for contract income (shared savings).
Metering:
  • Assisting with the management of new metering, including site scheduling.
  • Supporting with the maintenance and data collection of metering portfolio once up and running.
  • Adding/removing supplies from relevant MOP and DC contract.
Other Responsibilities:
  • Read and comply with the company Health & Safety Policy; taking reasonable care for the Health & Safety of themselves and others; co-operate with managers and other employees in fulfilling our objectives and statutory duties.
Requirements:

We are looking for a candidate with a mathematical and analytical skillset understanding for reporting. Excellent communication skills for dealing with customers, contractors, and other team members are essential. Self-motivation and the ability to work autonomously are also required. Skilled in the use of Microsoft Excel and computer literate, the ideal candidate will be well-presented and professional.

Familiarity with the utility industry and its terminology is desirable, as is experience within a finance accounts role. We offer training and development opportunities, company pension, flexible work hours, sharesave scheme, and life insurance.

If you are interested in this role and would like to be considered, please apply now and a member of our In House Recruitment Team will be in touch.