Finance Administrator

Were looking for a detail-focused and organised Project Finance Administrator to join our Projects Team. This role is central to managing the financial side of the projects department, overseeing the full order-to-invoice process. Youll be responsible for credit control, invoicing, and supporting with sales order processing, ensuring smooth financial operations from start to finish.

This is an exciting opportunity for someone with a financial background to take ownership of key processes, work closely with internal teams, and help drive efficiency within the business.

Key Responsibilities:

Credit Control

• Manage the companys credit control process, ensuring outstanding debts are followed up promptly and professionally.
• Monitor the aged debtor report and take appropriate action to recover overdue payments.
• Build and maintain positive relationships with clients to support payment resolution.
• Investigate and resolve any payment discrepancies or disputes.
• Provide regular updates to management on credit control performance and outstanding debts.

Invoicing

• Oversee the full invoicing process for the Projects Department, ensuring all invoices are raised accurately and on time.
• Check and verify job completion details before raising invoices.
• Liaise with project managers and the finance team to resolve any discrepancies or missing information.
• Ensure all invoicing data is accurately recorded and up to date.
• Sales Order Processing
• Manage the end-to-end process from receiving sales orders from the sales team through to raising the final invoice.
• Create and process sales orders in the system, ensuring all necessary details are captured accurately.
• Track the progress of sales orders and update internal teams on status where required.
• Work with the sales and project teams to resolve any order-related issues or delays.

Financial Administration

• Maintain accurate financial records and ensure all data is correctly logged in the system.
• Support the finance team with month-end and year-end reconciliations.
• Prepare financial reports related to project costs, invoicing, and outstanding debts.
• Monitor project budgets and highlight any variances or potential issues.
• Assist with auditing processes by providing relevant financial data and documentation.

About You:

• Background in financial administration, ideally within a project-based environment with a keen interest in working closely with operational activities within a company.
• Experience in credit control and invoicing.
• Proficient in Microsoft Office, particularly Excel (pivot tables, XLookup, IF statements)
• Experience with Sage or similar accounting software would be beneficial but not essential.
• A basic understanding of construction, or project accounting would be advantageous.
• Strong attention to detail and excellent organisational skills.
• Confident communicator, able to liaise with internal teams and clients effectively.
• Able to work independently and take ownership of processes while managing multiple priorities.

Benefits:

Supportive and collaborative team environment

Opportunity to take ownership of key financial processes and contribute to business efficiency

About our Client:

Our client is a provider of comprehensive garage equipment installation services based in Yorkshire.

They offer a wide range of services including supply and installation of vehicle lifts, air compressors, tyre/wheel equipment, exhaust extraction and more. Providing services to both car dealership service centres and independent garages, and are dedicated to customer satisfaction.