Financial Transaction Coordinator

2 weeks ago


Bristol, Bristol, United Kingdom Evelyn Partners Full time
Job Description

This role is a vital part of our finance team at Evelyn Partners, responsible for processing employee expenses and supplier invoices with diligence and precision. Key responsibilities include utilizing Concur & NetSuite to process transactions, ensuring timely payments, and resolving any queries that may arise.

  • Process employee expenses and supplier invoices using Concur & NetSuite.
  • Manage weekly payment runs for employees and suppliers.
  • Verify all invoices and expenses have necessary approvals.
  • Ensure accurate allocation of expenses and invoices to the correct business area or project.
  • Maintain compliance with company policy regarding employee expenses.
  • Analyze data from Concur reports and provide insights to relevant stakeholders.
  • Manage shared Finance inbox and address inquiries in a timely manner.
  • Negotiate and resolve supplier queries related to their invoices.
  • Perform supplier statement reconciliations.

Required Skills and Qualifications

To excel in this position, you will need:

  • Prior experience working within a finance team in an accounts payable role.
  • Proficiency in Microsoft Office, particularly Excel.
  • Familiarity with Sage, NetSuite, and Concur is advantageous.
  • Strong communication and teamwork skills.

Benefits

We offer a competitive salary of approximately £40,000 per annum, plus additional benefits, including private medical insurance, life assurance, pension contribution, and hybrid working arrangements. You will also receive a generous holiday package, with options to purchase extra leave and enjoy shared parental leave entitlements.

We pride ourselves on being an inclusive workplace, celebrating diversity and promoting equal opportunities. We strive to create a safe and supportive environment where every colleague can thrive and reach their full potential. If you require reasonable adjustments during the application process, please inform your Recruiter.



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