Finance Operations Specialist
4 days ago
With Intelligence, a leading company in the asset management industry, is seeking an experienced Finance Operations Specialist to join their team.
The ideal candidate will play a crucial role in ensuring efficient and accurate billing for our global clients across multiple companies. This includes raising invoices, maintaining customer account accuracy, matching orders and invoices, processing transactions, liaising with clients and stakeholders, and handling credit control queries.
This is a six-month fixed-term contract opportunity that offers a competitive salary of £45,000 - £55,000 per annum, depending on experience, plus benefits.
Responsibilities:
- Maintain customer accounts, including balance reconciliations
- Allocate orders and invoices efficiently
- Ensure payment terms and comments are accurately reflected
- Process transactions quickly and accurately
- Liaise with clients and stakeholders to resolve queries
- Process credits and rebilling as needed
- Upload invoices to clients' portals
- Complete clients' onboarding forms
Requirements:
- Previous experience working in credit control or a related field
- Excellent communication skills and attention to detail
- Strong organizational skills
- Proficiency in Excel (V-lookups, pivot tables, etc.) is desirable
- Familiarity with Salesforce is a plus
- Experience working with B2B clients
- Understanding of audit controls
- Effective problem-solving abilities
Benefits include 24 days annual leave rising to 29 days, enhanced parental leave, medicash, wellness days, flexible Fridays, birthday day off, employee assistance program, travel loan scheme, charity days, breakfast provided, and social events throughout the year.
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