Financial Portfolio Specialist

6 days ago


Elland, Calderdale, United Kingdom JLA Group Full time
Key Tasks and Responsibilities

This is a critical role that involves managing a portfolio of customers, prioritizing daily tasks to deliver on customer service and financial targets, working with the accounts payable team to keep customer ledgers up-to-date, and collaborating with internal teams to drive customer success and negotiate payments.

Debt Management and Cash Collection

The successful candidate will have a proven track record of effective debt management, ability to work well under pressure, and a strong focus on cash collection. They will be responsible for taking payments by debit or credit card, working with team managers to forecast cash collections, and considering next steps when debts are unrecoverable.

Required Skills and Qualifications
  • Demonstrated history of meeting targets consistently
  • Ability to demonstrate effective debt management to timely resolution
  • Experience of highlighting and processing defaults where necessary
  • Good knowledge of MS Excel and experience of using lookup and pivot tables to execute reconciliation tasks
Personal Qualities
  • Able to work well under pressure and prioritize own workload
  • Capability to be both personable and firm with clients, to resolve any issues and collect any money owed
  • Excellent attention to detail and high degree of accuracy is imperative
About JLA Group

JLA Group is a mission-critical infrastructure solutions business offering services such as Laundry, Catering, Heating, Fire Safety, Infection Control, and Air Conditioning. We offer an end-to-end, on-premise machine supply and breakdown service proposition under the name Total Care, and additional products and services. Our company culture values strategic thinking, positive approach, and flexibility in our work environment.



  • Elland, Calderdale, United Kingdom Marshalls PLC Full time

    Job Title: Financial Insights SpecialistAbout the Role:We are seeking a highly skilled Financial Insights Specialist to join our team at Marshalls PLC. As a key member of our Finance department, you will play a vital role in driving our company forward by providing expert accounting insights and supporting business operations.Key Responsibilities:Manage...


  • Elland, Calderdale, United Kingdom Exertis (UK) Ltd. Full time

    About the RoleAs a Senior Financial Operations Specialist at Exertis (UK) Ltd., you will be responsible for processing invoices and payments accurately, maintaining up-to-date ledgers for assigned suppliers, and reconciling financial statements regularly.The role involves tracking contract start and expiry dates, generating reports to assist in cash flow and...


  • Elland, Calderdale, United Kingdom JLA Group Full time

    Credit Account Specialist OpportunityJLA Group is seeking a Credit Account Specialist to join their team. As a Credit Account Specialist, you will be responsible for managing customer relationships, resolving cash flow issues, and ensuring timely payments.About the Role:• Manage a portfolio of customers, understanding their needs and resolving any cash...


  • Elland, Calderdale, United Kingdom Marshalls PLC Full time

    marshalls plc is a leading uk supplier of hard landscaping, building and roofing products. the company has supplied prestigious landmarks since the 1890s and is a successful ftse 250 organisation. our finance department drives the company forward by steering major investment projects and transforming data into powerful insights. we ensure financial...


  • Elland, Calderdale, United Kingdom Exertis Full time

    About ExertisExertis is a leading distributor of technology products, serving over 700 global brands and numerous resellers, e-commerce operators, and retailers. We facilitate the distribution of tech products, helping them reach the market.About the RoleWe are seeking a skilled Financial Transactions Support Specialist to join our Accounts Payable team at...


  • Elland, Calderdale, United Kingdom Exertis Full time

    We are seeking a highly skilled Financial Operations Specialist to join our Finance team at Exertis Supplies in Elland. The successful candidate will support the Senior Assistant Accountant and the Group Accountant in day-to-day tasks associated with the accounting function of the business.About the RoleThis is a varied role that will involve assisting other...


  • Elland, Calderdale, United Kingdom NJR Recruitment Full time

    OverviewNJR Recruitment is working in partnership with a leading firm of Independent Financial Planners who provide comprehensive and impartial financial advice to individuals, businesses, and charities. The successful candidate will join their friendly team as a Financial Planning Administrator.Salary & BenefitsThe estimated annual salary for this position...

  • Management Accountant

    4 weeks ago


    Elland, Calderdale, United Kingdom Marshalls PLC Full time

    Financial Insights SpecialistMarshalls PLC, the UK's leading hard landscaping, building and roofing products supplier, is seeking a skilled Management Accountant to drive financial precision and uphold the highest standards in reporting.The successful candidate will be responsible for managing rebates, producing monthly management accounts, and delivering...


  • Elland, Calderdale, United Kingdom JLA Group Full time

    About JLA GroupJLA Group is a mission-critical infrastructure solutions business providing services across various sectors. The company offers an end-to-end, on-premise, machine supply and breakdown service proposition under the name Total Care, along with additional products and services.Job DescriptionWe are seeking an experienced finance professional to...


  • Elland, Calderdale, United Kingdom TEAM Full time

    We are seeking an Electronics Design Specialist to join our esteemed market leader within the electronics and mechanical sector. The business is renowned for its cutting-edge research and development across a wide array of products, providing innovative solutions to various sectors, including scientific, automotive, defence, and industrial manufacturing. The...


  • Elland, Calderdale, United Kingdom Bennett and Game Recruitment LTD Full time

    Job OverviewWe are seeking a highly skilled Account Development Specialist to join our team in Elland. This is an excellent opportunity for a sales professional to leverage their technical expertise and collaborative efforts to develop tailored solutions, meeting unique customer needs while driving sales growth.The successful candidate will manage a...


  • Elland, Calderdale, United Kingdom Kemp Recruitment Full time

    Fire Equipment Sales Specialist OpportunityAt Kemp Recruitment, we are seeking a highly motivated and experienced Fire Equipment Sales Specialist to join our team. As a Fire Equipment Sales Specialist, you will be responsible for representing and promoting our fire-fighting vehicles and equipment to municipal, aviation, military, and industrial fire and...


  • Elland, Calderdale, United Kingdom Nexus People Full time

    Fabrication and Welding SpecialistNexus People is seeking a skilled Fabrication and Welding Specialist to join our team in Halifax. As a Fabrication and Welding Specialist, you will be responsible for fabricating metal structures and performing MIG and TIG welding tasks.Key Responsibilities:Fabricating metal structuresPerforming MIG and TIG welding...


  • Elland, Calderdale, United Kingdom Kemp Recruitment Full time

    Fire Equipment Sales Specialist OpportunityAt Kemp Recruitment, we are seeking a highly motivated and experienced Fire Equipment Sales Specialist to join our team. As a Fire Equipment Sales Specialist, you will be responsible for representing and promoting our fire-fighting vehicles and equipment to municipal, aviation, military, and industrial fire and...

  • Management Accountant

    4 weeks ago


    Elland, Calderdale, United Kingdom Cpm Group Limited Full time

    Job SummaryWe are seeking a highly skilled Management Accountant to join our team at Cpm Group Limited. As a Management Accountant, you will play a key role in managing rebates and producing monthly management accounts for our operational and commercial overheads.Key ResponsibilitiesManage rebates and produce monthly management accounts for operational and...


  • Elland, Calderdale, United Kingdom Bennett and Game Recruitment LTD Full time

    We are seeking a highly skilled Technical Sales Specialist to join our team in Elland. As a sales engineer, you will be responsible for managing key accounts by actively engaging with current customers to maintain high levels of service and identifying new business opportunities to expand our client base.Key ResponsibilitiesBUILD RELATIONSHIPS: Establish and...


  • Elland, Calderdale, United Kingdom JLA Group Full time

    Key Responsibilities:Manage a portfolio of customers to maximise cash collection and maintain positive relationships.Prioritise daily tasks to deliver on customer service and financial targets, working closely with the accounts payable team.Collaborate with internal teams to drive customer success and negotiate payments.Work with team managers to identify...

  • Finance Officer

    3 weeks ago


    Elland, Calderdale, United Kingdom Hays Specialist Recruitment Limited Full time

    Key Responsibilities:As a Finance Officer, you will be working in a small, close-knit team to support the finances of multiple primary schools. Your key areas of focus will be:Purchase Ledger: Inputting purchase orders, creating purchase orders, checking and posting invoices, processing invoices, and liaising with colleagues and external...


  • Elland, Calderdale, United Kingdom Kemp Recruitment Full time

    Job Title: Fire Equipment Sales SpecialistLocation: Mobile – travel throughout the UK (occasional travel overseas)Salary: £45,000 + Bonus + Company Vehicle + Fuel CardAbout the RoleWe are seeking a highly motivated and experienced Fire Equipment Sales Specialist to join our team at Kemp Recruitment. As a Fire Equipment Sales Specialist, you will be...


  • Elland, Calderdale, United Kingdom Howells Solutions Limited Full time

    Job Title: Executive AssistantLocation: NationwideSalary: CompetitiveOur client, a leading passive fire protection specialist, is seeking a highly skilled Executive Assistant to provide exceptional support to the Executive Leadership Team (ELT). The successful candidate will be responsible for managing the ELT's calendars, preparing reports, and coordinating...