At Robert Half, we're excited to partner with a fast growing, long standing client of ours in their search for a sharp Administrator with a passion for Finance - someone who thrives on precision, analysis, and impactful finance work. Established in 2007, out client has seen a huge amount of growth and has expanded their offering to over 20,000 clients across the UK.
🔍 Your New Role - At a Glance
You'll be the go-to person for ensuring flawless finance agreements and smooth customer payouts-keeping everything compliant and accurate. Plus, you'll deliver real-time sales reporting and analytical insights to senior management to help guide strategic decisions.
🎯 What You'll Do
1. Process with Precision
2. Review and verify finance agreements and documentation before payouts.
3. Conduct verification calls and maintain CRM entries.
4. Prepare and file agreement and broker payout packs.
5. Insightful Reporting & Analysis
6. Record sales data and deliver real-time dashboards to management.
7. Monitor commission schemes and reconcile income discrepancies.
8. Perform analyses to shape sales strategies and support reconciliations.
9. Full Finance Support
10. Manage supplier setups, invoice processing in Xero, and supplier payments.
11. Handle expense reviews and assist in collections on aged debts.
12. Support timely billing and statements alongside the sales team.
13. Improve Processes & Team Collaboration
14. Participate in internal meetings-offering insights on financial trends.
15. Help streamline documentation, internal controls, and processes.
✅ Who You Are
16. Must-haves:
17. Experience in administrative roles, ideally within a commercial company
18. Proven ability to analyse and report sales data
19. Comfortable with CRMs, Excel, and financial software
20. Nice to have:
21. Familiarity with financial services or Xero
22. Your professional DNA:
23. Utmost attention to detail and strong numerical skills
24. Organised, efficient, and excellent communication
25. Collaborative, process-driven, and energised by fast-paced environments
🌟 What's in It for You
26. Join a small, dynamic finance team-working closely with Board-level colleagues
27. Real responsibility from day one, with room to grow as the business expands
28. Comprehensive benefits package-including learning support and a rewarding bonus scheme
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training.