Finance Project Executive

Finance Project Executive

Full-Time 36000 - 60000 £ / year (est.) No working from home possible
Inizio Engage

At a Glance

  • Tasks: Support finance operations and assist project finance executives with daily tasks.
  • Company: Inizio Engage is a dynamic healthcare company focused on innovative solutions.
  • Benefits: Enjoy a collaborative work environment and opportunities for professional growth.
  • Other info: Located at our Ashby de la Zouch headquarters, perfect for local talent.
  • Why this job: Join a team that values your input and offers real-world finance experience.
  • Qualifications: AAT Level 3 or studying towards Level 4, plus one year of finance experience.

The predicted salary is between 36000 - 60000 £ per year.

Join to apply for the Finance Project Executive role at Inizio Engage

Location: The jobholder is required to be located at Inizio Healthcare Headquarters, Ashby de la Zouch

Job Purpose/Overview: To provide finance support to Inizio Engage, supporting all project finance executives within day-to-day tasks.

Responsibilities

  • To deal with telephone enquiries from clients, staff, and external suppliers
  • Balance sheet reconciliations including expense control and other debtors
  • General ledger journals and project adjustments
  • Preparing and posting monthly expense accruals
  • Prepare fleet retention payments to be sent out as required
  • Prepare the monthly bonus load for the Finance Director
  • Monthly bonus journal and revenue adjustments
  • Initiate expenses payment within agreed timelines using Concur Pay
  • Issuing and cancelling corporate cards and cash floats
  • Attending and contributing to team meetings

Leadership/Key Responsibilities

  • Responsible for looking after the finance function for allocated project/sales team(s) including:
  • Raising sales fee invoices/credit notes, pass through invoices and bonus invoices to clients
  • Balancing pass-through revenue to cost for allocated projects monthly
  • Reconciling accrued and deferred income for allocated projects monthly
  • Processing employee expenses (involves various sub-tasks) and logging on to relevant systems (Concur)
  • Providing feedback to Project managers on any financial issues/successes
  • Issuing financial reports for project managers including the tracking and monitoring of corporate card arrears
  • Project and contract billing setups within the system

Requirements & Qualifications

  • Level 3 AAT or studying towards level 4
  • Minimum of one year's experience of finance services

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Finance Project Executive employer: Inizio Engage

Inizio Engage is an exceptional employer that fosters a dynamic and collaborative work culture, where innovation and strategic thinking are highly valued. With a strong commitment to employee growth, we offer extensive professional development opportunities and the chance to lead impactful projects in the international healthcare sector. Located in a vibrant area, our team enjoys a supportive environment that encourages work-life balance and meaningful contributions to global health.

Inizio Engage

Contact Details:

Inizio Engage Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Finance Project Executive

Tip Number 1

Familiarise yourself with the specific finance software mentioned in the job description, such as Concur Pay. Having hands-on experience or knowledge of this system can set you apart from other candidates.

Tip Number 2

Network with current or former employees at Inizio Engage to gain insights into the company culture and expectations for the Finance Project Executive role. This can help you tailor your approach during interviews.

Tip Number 3

Brush up on your skills related to balance sheet reconciliations and expense control, as these are key responsibilities in the role. Consider taking a short online course or reviewing relevant materials to boost your confidence.

Tip Number 4

Prepare to discuss your previous experience in finance services during the interview. Be ready to provide specific examples of how you've handled similar tasks, such as processing employee expenses or issuing financial reports.

We think you need these skills to ace Finance Project Executive

Financial Reporting
Balance Sheet Reconciliation
General Ledger Management
Expense Control
Accrual Accounting
Project Billing
Client Communication

Some tips for your application 🫡

Understand the Role:Read the job description thoroughly to understand the responsibilities and requirements of the Finance Project Executive role. Tailor your application to highlight relevant experience and skills that match these expectations.

Highlight Relevant Experience:In your CV and cover letter, emphasise any previous finance roles or tasks you've undertaken that relate to the responsibilities listed, such as balance sheet reconciliations, expense control, and project billing.

Showcase Your Qualifications:Mention your Level 3 AAT qualification or your progress towards Level 4 prominently in your application. This demonstrates your commitment to professional development in finance.

Craft a Strong Cover Letter:Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Make sure to connect your past experiences with the specific tasks mentioned in the job description.

How to prepare for a job interview at Inizio Engage

Know Your Numbers

Brush up on your financial knowledge, especially around balance sheet reconciliations and expense control. Be prepared to discuss your experience with general ledger journals and how you've handled project adjustments in the past.

Familiarise Yourself with Concur Pay

Since you'll be initiating expense payments using Concur Pay, it’s a good idea to understand how this system works. If you have experience with it, share specific examples of how you've used it effectively in previous roles.

Demonstrate Team Collaboration

This role involves contributing to team meetings and providing feedback to project managers. Think of examples where you've successfully collaborated with others to resolve financial issues or improve processes.

Prepare for Scenario Questions

Expect questions that ask how you would handle specific financial scenarios, such as reconciling accrued income or processing employee expenses. Practise articulating your thought process and decision-making skills in these situations.