Financial Analyst Assistant

2 weeks ago


StratforduponAvon, Warwickshire, United Kingdom The Portfolio Group Full time
{"Job Title": "Finance Graduate", "Job Overview": "We are seeking a detail-oriented and diligent Graduate to assist our client with accurately processing contract information into billing and workforce planning systems. The aim is to ensure smooth onboarding for clients and efficient contract management.", "Key Responsibilities": "
  • Accurately input and verify new client contract data to ensure timely onboarding within internal SLAs.
  • Process refunds and adjustments to client accounts within set SLAs.
  • Administer direct debits, including setup, amendments, and removals.
  • Collaborate with the Client Experience and Sales teams to resolve client issues.
  • Perform cash posting duties and manage unallocated cash and credits on accounts.
", "Perks and Benefits": "
  • 25 days holiday (rising to 27 after two years), plus bank holidays.
  • Day off on your birthday.
  • Profit share bonus scheme (4% - 6% of base salary).
  • Christmas bonus after two years.
  • Employee Assistance Programme.
  • Life insurance cover.
  • Contributory pension scheme.
", "Company Overview": "The Portfolio Group is a leading provider of financial services, dedicated to delivering exceptional results for our clients. We are committed to fostering a culture of excellence, innovation, and teamwork.", "Contact Information": "Please note that we do not accept applications via email or phone. If you are interested in this opportunity, please submit your application through our website.", "Language": "en-US"}
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