Finance Coordinator

4 weeks ago


Ipswich, United Kingdom Savills Place Full time

An exciting opportunity has arisen for an enthusiastic and motivated Finance Coordinator to join the Savills Place finance team.


If you are passionate about finance, and looking for an exciting opportunity to deliver a high quality service to our clients, then this is the role for you.


You will provide bookkeeping support to our portfolio of BIDs nationwide, working on all aspects of finance including sales ledger, purchase ledger, VAT, bank reconciliation.


We are looking for an individual with the ability to:


  • Work well with numbers and have a keen eye for detail
  • Liaise regularly with clients in a professional and polite manner
  • Meet deadlines and work to a monthly schedule
  • Hours Monday to Friday 9am - 5:30pm (37.5 hours a week)


Benefits:

  • Salary £26,000
  • 25 days holiday
  • Enhanced pension scheme after successful 6 months probation
  • Cycle to work scheme
  • Company sick pay after 6 months probation
  • Private Healthcare single cover after 12 months
  • Life Assurance 4x salary
  • Mental health support (Employee Assistance Programme, MYNDUP 1-1 video mental health sessions)
  • Group income protection after 5 years
  • Employee discounts - save money using our SMR Lifestyles programme on thousands of discounts and offers


Diversity and Inclusion

SMR continues to support the Changing the Face of Property initiative and our diversity working groups continue to be a key area of focus across the business. These groups are made up of gender, age, disability, socio-economic, ethnicity and LGBT+ and have representation from each division across the business. We welcome the employee to get involved with these groups.


______________________________


This role is based in Ipswich on a full-time basis, receiving daily supervision from the on-site Finance Accountant. Savills Place provides management services to BIDs (Business Improvement Districts) across the UK and the Finance department runs the cashbook for a large number of these clients.


The purpose of this role is to provide the cashbook service to these clients covering a varied number of monthly tasks. Very occasional UK travel may be required for training and operational purposes and the cost of this would be met by the Company.


Key Responsibilities


Sales ledger

1. Issuing sales invoices and credit notes to customers

2. Posting sales ledger receipts to sage

3. Sending statements, chaser letters and emails to debtors

4. Chasing debtors by telephone

5. Using own initiative to find contact details for debtors where these are missing.


Purchase ledger

6. Entering purchase ledger invoices into sage.

7. Ensuring invoices are approved by the relevant person before payment.

8. Reconciling supplier statements against sage records, investigating differences where appropriate.

9. Carry out payment runs twice a month.

10. Sending out charge card statements to charge card holders.

11. Checking expense claims comply with policy and have been signed off by the relevant person before making payment.


Bank reconciliation

12. Review bank accounts for payments and receipts not entered on sage and post as necessary.

13. Collate paperwork for Direct Debit and Standing order payments.

14. Liaison with external accountants to ensure that financials are reconciled against bank accounts on a monthly basis.


Pleo & Chargecards

15. Reviewing expenditure to ensure each transaction is coded, descriptions and receipts provided

16. Ensuring all costs are authorised

17. Reconciliation of account at month end


VAT

18. Preparing and submitting quarterly VAT returns for clients.

19. Adhering to Making Tax Digital process


Month end

20. Checking month end reports thoroughly and reporting to management on variances to budget on income and expenditure.

21. Finding and correcting errors on nominal reports, escalating where necessary.

22. Updating reporting packs with final figures and circulating to BID


Year end

23. Liaising with external accountant to answer their queries when producing statutory year end accounts.

24. Ensure accurate recording of accruals and prepayments at year end.

25. Ensuring all paperwork is received and processed in a timely manner for year end.


Client liaison

26. Develop and maintain good relationships with own portfolio of clients, with contact on a daily basis

27. Take ownership of workload for own clients.

28. Attendance at internal meetings to communicate financial matters and occasional meetings via video call with clients.


To apply: Please email place.recruitment@savillspm.co.uk with a CV and covering letter. The closing date is 7th June 2024.


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