Client Finance Co-ordinator

Applied Intuition Inc.; Ashby-de-la-Zouch; Hybrid; GBP 30,000 - GBP 40,000; Part time

Job summary

A leading finance consultancy seeks a Client Finance Co-ordinator for a part-time role in Ashby-de-la-Zouch. You will oversee financial processes for client projects, ensuring accuracy and compliance. Responsibilities include managing project set-up, tracking costs, and communicating with clients on financial matters. Ideal candidates have at least 2 years of finance experience, advanced Excel skills, and a focus on customer service. This role allows for remote work on specific days, promoting flexibility.

Benefits

Volunteer days

Enhanced annual leave options

Company pension

Life and health insurance

Additional benefits

Qualifications

• Minimum of 2 years working in a finance-related role.
• Ability to maintain complex spreadsheets in Excel.
• Strong attention to detail and accuracy.

Responsibilities

• Manage financial processes for client projects.
• Ensure quality and accuracy of financial output.
• Communicate with clients regarding financial matters.

Skills

Advanced Excel

Organisational skills

Customer service focus

Team motivation

Tools

Microsoft Word

Microsoft PowerPoint

Job description

Job Title: Client Finance Co-ordinator (part-time)

Brand: Emota

Location: UK: Ashby-de-la-Zouch

Reporting to: Project Director

Direct report(s): None

A bit about the role …

You will manage financial processes for client projects from set‑up to closure. Main responsibilities include ensuring accurate project set‑up and updates in the finance system, tracking and reconciling costs, maintaining compliance with company and client procedures, and supporting invoicing and payments. You will communicate with clients and our teams on financial matters, contribute to financial meetings, and help ensure all documentation and files are audit‑ready.

Supporting finance‑related training for new team members, you will assist with data and reporting needs, and maintain client satisfaction by meeting important performance and service level agreements.

This is a part‑time role, based in our Ashby‑de‑la‑Zouch office, two days a week whilst the other day can be worked remotely if preferred.

Benefits

• Volunteer days
• Enhanced annual leave with an option to buy/sell
• Company pension
• Life and health insurance
• Many other benefits

What will you be doing …

Financial Control and Management

• Setting up projects on the finance system and managing ongoing project updates
• Ensure quality and accuracy of output following company financial procedures
• Ensure all costs are received against an event and assist credit control in chasing client outstanding invoice payments then facilitating job closures of completed projects
• Tracking client PO statuses to ensure they are received within agreed timelines
• Ensure that projects are moved to contracted status upon receipt of client PO and contracts are set up on the financial system ready for invoicing
• Ensure client POs are checked for accuracy upon receipt and saved in correct location on the system
• Reviewing financial system with budget and final reconciliation figures, maintaining accuracy within financial system to aid in accurate reporting
• Review job status and cash flow for all events within the team including raising deposits invoices and post event invoicing/credits
• Review internal financial reports and update
• Accountable for health check for events
• Reviewing ageing of specific clients, ensuring it ties out and is reported within project closure process
• Ensure relevant approval procedures are followed by the team
• Ensure client finance SOPs and templates are being followed and they are working
• Support with tracking and adherence of client KPI and SLA's relating to finance
• Support with data pulling requirements for client needs such as QBR reporting
• Raising and tracking commission claims

Client Communication

• Monthly reporting to the client on the status of payments
• Interact with client finance stakeholders

General

• Attendance and contribution at team and financial meetings
• Support project teams with finance queries, sourcing answers if not already known
• Ensure compliance with all company and client policies and procedures
• Apply an understanding of clients' businesses and products
• Assist new starters by conducting finance training covering both Emota and client processes
• Understand, apply and promote our mission, vision and values
• To achieve quality and accuracy of output following company processes and client expectations
• To organise, plan and prioritise own workload to meet goals and deadlines

What do you need to have …

• A minimum of 2 years working in a finance related role
• Advanced level of Excel (can maintain complex spreadsheets) and intermediate level of Word and PowerPoint
• Team motivator and professional team member
• A focus on accuracy, detail, consistency and dedicated to customer service
• Calm and exceptional organisational skills with the ability to work to strict deadlines whilst ensuring the highest standard of work
• Live within a commutable distance of our office in Ashby‑de‑la‑Zouch

Don't meet every job requirement? That's okay! Our company is dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but your experience doesn't perfectly fit every qualification, we encourage you to apply anyway. You may be just the right person for this role or others.

UK & Ireland - Demographic questions

Inizio is committed to providing an environment where everyone has the confidence to be themselves and thrive. For government reporting purposes, we ask candidates to respond to the below self‑identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded in an anonymised format and maintained in a confidential file separate from personnel records.

As set forth in Inizio's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.