Operations Assistant
Core
Manage financial operations and reporting for key client accounts, ensuring profitability and meeting internal/external requirements.
Role type
Operations Assistant (Financial Management)
Builds
Monthly finance reports, invoices, and forecasts for operational Directors and Head Office Finance.
Domain
Professional services / Real estate / Infrastructure
Deliverable
dashboards & analysis
Required skills
Financial data analysis, Budgeting and forecasting, Invoicing and billing, Management accounts, Microsoft Dynamics 365, Advanced Excel (PivotTables, VLOOKUP), SOX compliance
Preferred skills
Power BI, Intercompany agreement management, Credit control support
Responsibilities
Set up and maintain contracts/projects in Dynamics 365; Lead monthly, quarterly, and annual forecasting reviews; Analyse variances against forecasted figures; Complete monthly invoices and billing reports; Reconcile financial data and perform quality checks; Manage Intercompany agreements and purchase orders; Support Credit Control team with payment queries.
Seniority
Mid-level, hands-on IC
