Customer Reporting Specialist

Customer Reporting Specialist

Bury Full-Time 22400 - 24840 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Prepare and analyse customer reports while collaborating with internal teams.
  • Company: Car Benefit Solutions offers innovative car ownership schemes, recognised as a top employer in the Northwest.
  • Benefits: Enjoy hybrid working, competitive salary, and a supportive work culture focused on wellbeing.
  • Why this job: Join a dynamic team driving change in the automotive sector with a strong commitment to employee development.
  • Qualifications: Degree educated with strong analytical skills and proficiency in Excel and data visualisation tools.
  • Other info: Successful applicants will undergo a basic DBS check before starting.

The predicted salary is between 22400 - 24840 ÂŁ per year.

1 week ago Be among the first 25 applicants

Car Benefit Solutions provided pay range

This range is provided by Car Benefit Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

We are looking for a Customer Reporting Specialist who will be responsible for preparing, analysing and delivering accurate and timely reports to customers.

The Finance and Operations team are responsible for multiple aspects of the business including Pricing, IT & Development, Reporting and Finance. The team goals are to be the leaders of change in the business, embedding wherever possible the systems and processes within our client\’s workflow.

The salary banding for this role is ÂŁ28,000 -ÂŁ31,000 per annum. The working hours are 35 hours per week, from Monday to Friday on a hybrid working pattern with the option to work from home 2 days per week following successful probation.

About Us

At Car Benefit Solutions, we specialise in providing Employee Car Ownership Schemes and other customised car schemes, such as salary sacrifice. With support from leading motor manufacturers and managed by our dedicated team at CBS, our schemes are thoughtfully designed to bring benefits to both employers and employees.

We have a strong reputation in the Automotive and Corporate sectors. We are proudly recognised as a 3-star World Class best company to work for, ranked 3rd in the Business Services sector. Additionally, we are among the top 25 employers in the Northwest region. Our Gold status further exemplifies our commitment to our people as Investors in People and We Invest in Wellbeing.

Requirements

CBS Knowledge

  • Develop an in depth understanding of CBSs product portfolio, car benefit efficiencies and reporting needs of customers.

Client Analysis / Reporting

  • Prepare and deliver periodic client reports (daily, weekly, monthly, quarterly, annual) in accordance with service level agreements (SLAs).
  • Collaborate with internal teams to ensure gather and validate data, ensuring schemes are operating compliantly, reporting findings to relevant department.
  • Payroll, P11d and vehicle margin reporting for customers.
  • Design, control, and manage a robust Car Benefit Loan (CBL) model to support the long-term strategy and growth of CBS schemes.
  • Management of CBL\’s for clients, including providing monthly summaries, accruals and payroll submissions.
  • Design reporting to demonstrate savings and benefits of the schemes CBS operate.
  • Annual production of Approved Mileage Allowance Payment (AMAP) statements.
  • Design reporting to validate completeness of client data raising with internal teams and external customers to resolve.
  • Assist in the automation of reporting processes using tools such as Excel, Power BI, & SQL.
  • Support onboarding of new clients by setting up reporting structures and schedules.
  • Ensure accuracy, consistency, and clarity in all client-facing reports and dashboards, regularly reviewing and interrogating data.
  • Respond to client queries regarding reports and provide insights or clarifications as needed.
  • Maintain and improve reporting templates and processes for efficiency and scalability.
  • Monitor data integrity and escalate discrepancies or issues promptly.
  • Financial Conduct Authority (FCA) Compliance Reporting

Qualifications:

Essential

  • Degree educated

Essential

Skills, Knowledge & Attributes

  • Strong background in analysis and reporting.
  • Excellent communication skills, both written and verbal, with ability to interact with colleagues at all levels including senior management and directors.
  • Strong analytical skills with enthusiasm and proactive approach to problem-solving.
  • Ability to design and manage robust reporting.
  • Ability to make decisions and recommendations based on report findings.
  • Ability to maintain high accuracy and thoroughness when executing tasks.
  • Advanced Microsoft Office skills including Excel, Word, PowerPoint
  • Strong presentation skills and experience of data visualisation tools such as PowerBi.
  • Ability to prioritise and manage multiple tasks/deadlines simultaneously.
  • Ability to work on own initiative and self-motivate.
  • Ability to work in line with CBS Core Values of pride, integrity, accountability, continuous improvement, and enjoyment.
  • Committed to CBS customer centricity values.

Desirable

  • SQL querying skills.
  • Strong business systems and process knowledge.

Please note as part of our pre-employment checks, all successful applicants must undergo a basic DBS check prior to starting employment.

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Other

  • Industries

    IT Services and IT Consulting

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Customer Reporting Specialist employer: Car Benefit Solutions

Car Benefit Solutions is an exceptional employer, recognised as a 3-star World Class best company to work for and ranked among the top 25 employers in the Northwest region. With a strong commitment to employee wellbeing and development, we offer a supportive work culture that values integrity, accountability, and continuous improvement. Our hybrid working model allows for flexibility, while our focus on innovation and client-centricity ensures that employees have meaningful opportunities to grow and contribute to impactful projects.
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Contact Detail:

Car Benefit Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Reporting Specialist

✨Tip Number 1

Familiarise yourself with Car Benefit Solutions' product portfolio and reporting needs. Understanding their services will not only help you in interviews but also demonstrate your genuine interest in the company.

✨Tip Number 2

Brush up on your analytical skills and tools like Excel, Power BI, and SQL. Being able to showcase your proficiency in these areas during discussions can set you apart from other candidates.

✨Tip Number 3

Prepare to discuss how you would handle client queries and provide insights based on report findings. This role requires excellent communication skills, so think of examples where you've successfully navigated similar situations.

✨Tip Number 4

Showcase your ability to work independently and manage multiple tasks. Be ready to share experiences that highlight your time management skills and how you prioritise tasks effectively.

We think you need these skills to ace Customer Reporting Specialist

Analytical Skills
Attention to Detail
Client Reporting
Data Validation
Financial Reporting
Advanced Microsoft Excel
Power BI
SQL Querying
Communication Skills
Problem-Solving Skills
Time Management
Presentation Skills
Data Visualisation
Self-Motivation
Understanding of Compliance Regulations

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly read the job description for the Customer Reporting Specialist position. Understand the key responsibilities, such as preparing and delivering reports, and ensure you can demonstrate relevant experience in your application.

Tailor Your CV: Customise your CV to highlight your analytical skills and experience with reporting tools like Excel and Power BI. Emphasise any previous roles where you prepared client reports or worked with data, as this will show your suitability for the role.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses how your skills align with the requirements of the Customer Reporting Specialist role. Mention your understanding of Car Benefit Solutions' products and how you can contribute to their goals.

Showcase Your Communication Skills: Since excellent communication is crucial for this role, ensure your application reflects your ability to convey complex information clearly. Use concise language and structure your application well to demonstrate your written communication skills.

How to prepare for a job interview at Car Benefit Solutions

✨Know Your Numbers

As a Customer Reporting Specialist, you'll be dealing with a lot of data. Brush up on your analytical skills and be prepared to discuss how you've used data to drive decisions in the past. Familiarise yourself with key metrics relevant to the role.

✨Master the Tools

Make sure you're comfortable with Excel, Power BI, and SQL. If you have experience automating reporting processes, be ready to share specific examples. Demonstrating your proficiency with these tools can set you apart from other candidates.

✨Understand CBS's Products

Take the time to research Car Benefit Solutions and their product portfolio. Understanding their car benefit schemes and how they operate will show your genuine interest in the company and the role, making you a more compelling candidate.

✨Prepare for Client Scenarios

Think about potential client queries you might encounter in this role. Prepare to discuss how you would handle these situations, focusing on your communication skills and ability to provide clear insights based on report findings.

Customer Reporting Specialist
Car Benefit Solutions
Location: Bury
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