Finance Administrator

2 weeks ago

Poole BH, United Kingdom Connect2Dorset Full time £300,000 - £360,000 per year

Job Title: Finance Administrator

Location: Poole (Hybrid)

Contract Type: Permanent

Salary: £25,000-£30,000 pro rata

Hours: 25 hours per week

Hybrid Working

This role will begin remotely and transition to a hybrid arrangement based at our Poole offices.

About Us

Connect2Dorset is a managed service agency owned by Dorset Council, specialising in temporary, contract, and interim opportunities within the Council. We are proud to operate on values of ethics, trust, and care, with profits reinvested back into our Local Authority shareholders.

About the Role

We are looking for a meticulous and proactive Finance Administrator to join our client's supportive team. You'll play a key role in maintaining accurate financial records and ensuring smooth day-to-day operations.

This is an exciting time to join us, as the agency is growing rapidly. You'll have the chance to help shape processes that underpin this growth, with clear opportunities to progress into more senior roles for the right candidate.

Key Responsibilities

Financial Administration

  • Process and record daily financial transactions (invoices, payments, expenses) promptly
  • Support monthly payroll processing and HMRC payments
  • Provide bank statements and ad hoc financial information to the Management Accountant
  • Review and sign off monthly client accounts
  • Maintain and update client accounting overview documents
  • Chase outstanding invoices and debts
  • Upload invoices via Hubdoc
  • Set up new clients and suppliers in Xero

Affiliate & Commission Management

  • Administer affiliate marketing accounts
  • Download monthly transaction data and calculate commissions per contract
  • Prepare client transaction reports for invoicing
  • Raise and distribute client invoices, including purchase order management
  • Reconcile Commission Junction commission invoices and resolve discrepancies
  • Review and process cashback claims with client approval
  • Maintain the Affiliate Tenancy Budget tracker, highlighting variances monthly
  • Run tracking reports with Commission Junction and invoice accordingly
  • Calculate and accrue monthly referral commissions owed to third-party partners

Reporting

  • Build monthly client reports using templates (affiliate sales data, screenshots, marketing examples)
  • Distribute reports to the team for commentary, ensuring completion by the 8th of each month

General Support

  • Assist with organising company attendance at conferences and events
  • Support marketing campaign administration
  • Arrange travel bookings for team members as required
  • Follow established processes and suggest improvements where appropriate

Skills & Qualifications

Essential:

  • Proven experience in finance, accounting, or administration
  • Strong numeracy skills with exceptional attention to detail
  • Proficiency in accounting software (e.g., QuickBooks, Xero, SAP) and Microsoft Excel
  • Solid understanding of bookkeeping and financial principles
  • Excellent written and verbal communication skills
  • Highly organised, reliable, and committed to deadlines
  • Confident problem-solver with the ability to prioritise tasks
  • Comfortable working independently while seeking support when needed

Preferred:

  • Experience in visitor attractions or similar industries
  • Advanced Excel skills (pivot tables, VLOOKUP, conditional formatting)

We support flexible working hours and home working where appropriate. We will consider both full-time and part time candidates. There will be a requirement to attend regular team and client meetings on occasion. Team meetings will take place in Poole or Bournemouth.

Job Types: Part-time, Permanent

Pay: £25,000.00-£30,000.00 per year

Benefits:

  • Work from home

Work Location: Hybrid remote in Poole BH15

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