Financial Services Co-ordinator

7 days ago

York, United Kingdom Phoenix Software Full time

The Financial Services Co-ordinator role is to support the Company in maximising revenues, profit and cash flow and controlling costs, support all other areas of the Finance team and the Company as a whole in carrying out their duties effectively and to maintain excellent relationships and provide a high standard of service to all external parties (e.g. customers, suppliers, bank, auditors etc.)

**The main responsibilities are**:

- Manage customer returns/queries
- Manage mailbox for licences and queries (“Ops box”) (internal and external)
- Manage the sales invoicing process within Sage
- Ensure supplier purchase invoices are processed accurately within Sage and to meet deadlines
- Ensure Bimonthly and ad hoc payment runs are completed to pre agreed payment terms
- Ensure that queries with suppliers are followed up to completion
- Chase outstanding purchase orders on a timely basis
- Maintain excellent relationships with suppliers
- Support team members
- Support objectives as defined in the company’s information security policy
- Perform your tasks in support of data and information security
- Manage bespoke invoicing requests from customers particularly requests relating to monthly billing invoices such as CSP and Azure
- Supporting the Financial Controller and Management accounts.

**Ideally, you will already have**:

- Excellent excel skills
- Ability to operate all relevant sections within Sage
- Ability to operate all relevant sections within Oasis (in-house Sales order processing system)
- Ability to operate all other relevant Phoenix systems (e.g. MS Teams, SharePoint)
- Highly organised and able to plan, prioritise and manage your own workload
- Take ownership and accountability in order to meet deadlines and deliver results
- Keep your Manager informed of progress
- High attention to detail with excellent analytical skills
- Be able to solve problems
- Determined, enthusiastic and proactive ‘can do’ attitude
- Excellent interpersonal skills and be a team player
- Able to develop strong relationships across other Phoenix teams to support others in performing their roles effectively
- Confident & effective Phone & negotiation skills with both internal and external customer particularly suppliers
- Ability to assess & minimise risk on all aspects of the role
- Ability to recognise and communicate where improvements to current process can be made

Phoenix Software
Pocklington
York
England
United Kingdom

Full-time: hybrid working available

300+ employees

Information services

**Get to know Phoenix**:
We aim to be the UK’s leading IT solution and service provider with a forward-thinking approach and a friendly atmosphere.

Working for us, you’ll be given the support you need to succeed. You’ll be inspired by our achievements, recognised for your contribution, and constantly challenged to grow.

We enable digital transformation in the workplace, empowering UK organisations to innovate and transform with cloud technology, data, AI, cyber security, and collaboration tools. By understanding the individual goals of our customers, we empower UK organisations to make a difference to the lives of their employees, service users, and communities.

We are a signatory on the Race at Work Charter, a Disability Confident Committed employer, a Living Wage employer, and actively involved in encouraging women into tech careers.

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