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Meetings and Events Client Finance Co-ordinator (12-month fixed term contract)

Posted Today by Emota

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 12-month fixed term contract to cover a maternity leave.

We offer a comprehensive benefits package to you including volunteer days, enhanced annual leave with an option to buy/sell, company pension, life and health insurance and many other benefits.

What will you do ...

Financial Control And Management

Set up projects on the finance system and manage 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

Track 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

Review 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

Review 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

Raise and tracking commission claims

Client Communication

Monthly reporting to the client on the status of payments

Liaise with your clients regarding financial queries

Interact with client finance stakeholders

General

Attend and contribute 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 corporate finance related role

Advanced level of Excel (can maintain complex spreadsheets) and intermediate level of Word and PowerPoint

Client liaison skills

Prior usage and knowledge of one of more of the following platforms would be advantageous - Oracle, Cvent and/or Procim

Client liaison skills

Team motivator and professional team member

A focus on accuracy, detail, consistency and dedicated to customer service

A proactive, can-do, attitude

Calm and exceptional organizational skills with the ability to work to strict deadlines whilst ensuring the highest standard of work

Live within a commutable (within 1 hour commute) of either our office in Ashby-de-la-Zouch or Manchester

A Bit About Us ....

Emota is an award-winning global events agency that creates and delivers engaging, impactful experiences.

Part of Inizio Engage XD, we are an unusually shaped communications group that creates experiences that inspire lasting change.

We partner with clients to provide employee engagement, learning and training solutions, scientific engagement and capability building, all underpinned by applied behavioural science.

We engage internal and external audiences through the delivery of live and virtual experiences, film, digital, and immersive content.

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.

Rate:
Not specified
Location:
Ashby-de-la-Zouch
IR35 Status:
Fixed-Term
Remote Status:
Hybrid
Industry:
Finance & Strategy
Seniority Level:
Mid-Level

Take-Home Pay

Not Available

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