Finance Contract Administrator

AnaVation LLC; North East; On-site; GBP 30,000 - GBP 40,000; Full time

Job summary

A financial services company in the UK is seeking a Finance and Contract Administrator to support their finance team. This position is focused on managing customer accounts, billing, and contract administration. The ideal candidate will have strong attention to detail, communication skills, and organizational abilities. Experience in finance or CRM tools is desirable, and an apprenticeship route is available for suitable candidates.

Qualifications

• Strong attention to detail and accuracy.
• Confident communication skills.
• Ability to manage multiple tasks.

Responsibilities

• Set up new customer accounts and maintain records.
• Manage Salesforce cases and resolve queries.
• Upload sales invoices and credit notes.

Skills

Attention to detail

Clear communication

Organizational skills

Positive attitude

Education

AAT qualification or finance-related qualification

Tools

Salesforce

ERP systems

Job description

Overview

We are looking for a Finance and Contract Administrator to join our Finance team and support the day to day running of customer setup, billing, contracts and reporting. This role is a great fit for someone who is organised, detail focused, and keen to build a career in finance. An apprenticeship route is available for the right candidate.

You will work closely with Finance, Sales and other teams across the business to make sure our financial records are accurate, customer requirements are met, and processes run smoothly.

Responsibilities

• Set up new customer accounts and locations and maintain accurate records for existing customers
• Manage Salesforce cases, ensuring queries are resolved promptly and information is kept up to date
• Upload sales invoices and credit notes to customer portals in line with customer and contract requirements
• Track customer purchase orders and ensure they are correctly recorded to support accurate invoicing
• Proactively identify missing or exhausted purchase orders and work with internal teams to resolve issues
• Allocate daily cash receipts accurately and support reconciliation of customer accounts
• Prepare customer statements and payment reminders to support debt recovery
• Produce rebate reports and other finance and contract related reports for management
• Review existing finance and contract administration processes and suggest improvements
• Provide support to the wider finance team during busy periods or project work

Qualifications

• Strong attention to detail and accuracy
• Clear and confident communication skills
• Good organisational skills and the ability to manage multiple tasks
• A positive, can do approach and willingness to learn
• Experience in a finance administration, contract administration or accounts support role - desirable
• Experience using finance systems or CRM tools such as ERP systems or Salesforce - desirable
• AAT qualification or working towards a finance related qualification is desirable but not essential
• Apprenticeship route available