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- Compare sales and purchase ledger accounts, assist with setting up import files to ensure accurate data transfer and alignment.
- Review and set up cost centres within the system to ensure proper categorisation of expenses and financial activities.
- Review supplier lists, credit card information, and other financial data to identify what needs to be transferred. Advising suppliers, communicating via email, letter, or phone as necessary to ensure smooth transitions.
- Review and ensure all accreditations and insurances are up to date.
- Review bank accounts for direct debits (DDs) and standing orders (SOs).
- Support in the process of contract novation, ensuring the smooth transfer of obligations and rights from one party to another.
- Aid in the transfer of suppliers to new accounts or systems as part of the project.
- Assist with closing old accounts and ensuring all relevant details are transferred or archived correctly.
- Help combine or move items to new finance schedules, including deferred income, fixed assets, and other financial records.
- A proven track record in a senior finance position and an understanding of good processes, nominal and reporting structures
- Excellent communication skills and highly proficient in Excel
- A quick learner, absorbing detailed financial and project information to navigate complex challenges.
- Exceptionally strong with financials and ambitious in finding creative solutions quickly and at scale.
- A results-driven pragmatist that is driven to solve unique challenges.
- Knowledge of SAGE 200
