22 Oct
Carter Jonas
Birmingham
Job details
Here’s how the job details align with your profile.
Job type
- Permanent
Location
Queensway, Birmingham
Benefits
Pulled from the full job description
- Additional leave
- Annual leave
- Company pension
- Cycle to work scheme
- Referral programme
Full job description
Due to growth of the business our contract management team are looking for a data & finance administrator to join the team in Birmingham. This is a fantastic opportunity for a confident, motivated, and efficient individual to join as key member of the team to deliver a high standard of service. You will be expected to provide Carter Jonas with an efficient and effective centralised service to maximise success with tenders,
provide an advantage over competitors and ensure client specific KPIs are met. The key focus of this role is data analysis, data manipulation and data extraction.
We offer a highly competitive salary package which includes a fantastic benefits package including a variety of flexible benefits allowing you to choose those that suit your personal circumstances including purchasing additional leave, health cash plans, cycle to work scheme and so on! In addition, we welcome applications from those seeking flexible or agile working arrangements and can be discussed at the application stage.
Main task:
- Analysing WIP figures from Business Central, working with large amounts of data, manipulating the information, formatting and filtering.
- Processing invoices for sending to clients
- Invoice tracking
- Liaising with clients, job managers and credit control to manage bad debts.
- Providing support to the team with streamlining processes and reporting
- Reporting on a weekly / monthly basis to the team meeting
- Cross charging / consultant breakdown reporting
- Developing and maintaining strong relationships with clients to ensure smooth accounting
- Liaising with internal customer with regards to billing
- Working closely with the Carter Jonas Finance department
- Processing expenses
- Assist with monthly/quarterly and annual reporting
What will it take to be successful?
You will need strong IT skills with advanced Excel knowledge (pivot tables, v-lookup, advanced formatting and filtering/conditional formatting). Experience within a busy finance environment; analysing and manipulating large amounts of data, dealing with invoicing, credit control and purchase orders is advantageous. You must be an excellent communicator with the ability to manage client relationships.
As a strong team player, you need the ability to work in a busy environment, comfortable with multi-tasking, communicating directly with internal stakeholders and external contractors and working under pressure to meet deadlines. You will be an excellent communicator with the ability to manage and build strong client relationships, as well as having the confidence to use your initiative and manage your workload effectively. As a key team member, you will demonstrate confidentiality while providing a professional service, and demonstrating the desire to broaden your knowledge base and experience.
Hours
Contract type
Permanent
Location
Birmingham
Why choose us?
We offer a highly competitive rewards package including group pension,
flexible benefits, referral schemes and generous annual leave.
As an equal opportunity employer, with the Investors in People Gold accreditation, we are dedicated to driving diversity and inclusion in the workplace. Learning and development is important to us; we encourage everyone to continue developing to optimise their performance and fulfil their potential. We have an agile flexible working policy; many of our team work flexibly, we would be happy to talk to you about how this could work for you. We enjoy what we do, and we do it well, which is why 80% of our business comes from repeat clients.
About us:
Since 1855,
Carter Jonas has grown to be one of the largest and most respected property consultancies in the UK with a network of 34 offices across England and Wales, employing more than 1,000 partners and employees.
Our tailored service and Simply Better Advice have enabled us to forge lasting, intelligent and trusting partnerships with our clients. These long-standing relationships are our most important and most closely protected asset. From private landowners to local authorities, pension funds to farmers – our universe of client experience is among the most varied in UK property.
We employ the very best people. We are a place where people want to work, and our culture is both collaborative and business minded. We have experts in every field who deliver long term advice that enhances our clients’ future prosperity.
Ahead of the curve,
we are pioneering in the use of technology within the property industry, making Carter Jonas a hugely exciting place to work.
Our values:
- Approachable – We treat every relationship with respect, integrity, and warmth
- Effective – We do what we say we will, we do it well and we are accountable
- Ambitious – We are ambitious for our clients and for our firm
We look to recruit individuals who represent our core values, but who can also demonstrate the six Carter Jonas competencies that are the foundation of our career pathways. These competencies will aide their personal development in the business, and comprise of:
- Communication - Ensures effective, clear, and relevant communications in support of business objectives
- People - Demonstrates leadership in conduct and effectively manages and develops people to optimise performance through others
- Business Development & Client Care - Ensures effective communication to facilitate excellent client care and collaboration and pursuing opportunities for increased business and profit mindful of the Firm’s heritage and values
- Use of Technology - Modern, Agile, Digital Employee
- Teamwork - Recognises the importance of working with others, to collaborate and co-operate to achieve business
- Personal Effectiveness & Productivity - Engage, promote, and adhere to compliance requirements including all internal processes and procedures which manage risk and enhance productivity.