Business and Finance Administrator
Business and Finance Administrator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description
We have an exciting opportunity for talented individual to join a dynamic team in the financial / accounting industry in Somerset West.
The Business and Finance Team Administrator will play an important role in supporting the operations and client experience of the firm. The individual will work closely with the finance and business teams to build and execute administrative processes which are essential to the overall success of the firm.
Duties & Responsibilities:
- Proposal Process Management:
- GoProposal Process:Lead the GoProposal process to ensure that all client proposals are accurate timely and align with the firms services.
- Workflow Management System (Karbon):Deploy accepted proposals into Karbon ensuring all relevant details are captured and integrated into the workflow.
- Client Onboarding:Oversee the client onboarding process coordinating with various teams to ensure a seamless transition from proposal acceptance to active engagement.
- Client Communications:Manage client communications and checkins during the initial stages of engagement to ensure client satisfaction and address any concerns.
- Invoicing and Work Deployment:Crosscheck invoicing against work deployment to ensure consistency and accuracy in billing.
- Client Data Management:Ensure the accuracy of client data across multiple platforms including Xero Grist Karbon Greatsoft and others.
- SLA Management:Handle the renewal and amendment processes for Service Level Agreements (SLAs) ensuring they reflect the current scope of work.
2. Offboarding Process:
- Client Offboarding:Manage the client offboarding process ensuring all steps are completed and communicated effectively with relevant stakeholders.
3. Staff Onboarding & Offboarding:
- Employee Lifecycle Management:Support the onboarding and offboarding processes for staff members ensuring a smooth transition in and out of the firm.
4. Ad Hoc Administrative work:
- Administration:Perform ad hoc administrative tasks as needed to support the finance team.
5. Billable Work:
- Administrative Support for FM/CFO Retainers:Assist with the administrative aspects of Financial Management (FM) and Chief Financial Officer (CFO) retainers ensuring all documentation and processes are up to date.
Desired Experience & Qualification:
- 35 years of experience in an administrative coordinating role within a professional services firm.
- Project management or administration skills.
- Strong data and numerical skills.
- Attention to Detail:Ensures accuracy in all aspects of work particularly in client proposals data management and invoicing.
- Client Focus:Understands and responds to client needs with professionalism and efficiency.
- Process Management:Ability to streamline and improve business processes to enhance operational efficiency.
- Team Collaboration:Works effectively with multiple teams across the firm to ensure smooth operations and client satisfaction.
- Excellent communication and interpersonal skills.
- Proficiency in workflow management tools (e.g. KarbonHQ etc.).
Required Experience:
Unclear Seniority
Employment Type
Full-Time
