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Funder Operations Administrator, cheltenham
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Client:
Robert Half
Location:
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
1
Posted:
06.06.2025
Expiry Date:
21.07.2025
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Job Description:
***Funder Operations Administrator***
Central London
Robert Half is partnering with a company that manages workplace technology solutions for companies based in central London in search for a Funder Operations Administrator to join its dynamic finance operations team.
* 5 Days Office-Based
This is a fantastic opportunity for someone with a strong eye for detail and a background in operational finance administration to play a key role in supporting the accurate allocation of funder payments and maintaining efficient cash flow processes.
Responsibilities:
* Manage and monitor funder email inboxes
* Assist with unallocated payment tracking and follow-up
* Investigate and resolve unallocated cash issues
* Raise invoices and credit memos as required
* Identify recurring issues impacting cash flow
* Apply monthly contract increases using internal systems
* Review and address overdue invoices
* Provide ad hoc finance support as needed
The Funder Operations Involvement:
Final Stage of Sales Cycle
Once the deal is closed by the sales team:
* You receive a sales handover pack, including commercial terms, equipment list, contract duration, and client details.
* You coordinate with the internal billing and contracts team to validate service pricing and ensure the lease documentation aligns with the correct asset and service value.
Funder Engagement & Documentation
* You check which funder is being used (e.g. Close Brothers or Siemens Financial Services).
* You prepare and send documentation to the funder, including:
* Signed customer lease agreement
* Invoice for the total lease value
* Any funder-specific annexes or compliance forms
Approval & Payout
* The funder reviews and approves the paperwork.
* You manage the communication to ensure the company gets paid out for the full equipment value and service upfront (funders pay the company, the client repays the funder over time).
* You track payout status, update internal CRM/systems, and notify Finance that funds have been received.
Relationship Management
* You keep a log of all interactions and note anything specific to that funder’s requirements (e.g. "this funder always requests serial numbers before payout").
* You might meet the funder once a quarter during reviews or commercial check-ins, either virtually or on-site.
Ongoing Admin
If the client upgrades, adds devices, or early-exits the lease, you’re involved in:
* Requesting revised payment schedules from the funder
* Liaising with internal teams to ensure new documents are issued and signed
What We’re Looking For:
* Previous experience in an administrative or finance operations support role
* Comfortable managing complex transactions
* Basic understanding of finance operations
* Experience with NetSuite or Vantage Online (desirable)
* Proficient in Microsoft Office tools
Salary + Benefits:
* 25 days holiday + your birthday off (plus bank holidays)
* Company pension & life assurance
* Employee assistance programme
* Cycle to work scheme & season ticket loan
* Healthy office snacks
* Employee referral programme
Please reach out and apply if this role aligns with you and the next step in your career.
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