Job Description
***Funder Operations Administrator***
Central London
Robert Half is partnering with a company that manages workplace technology solutions for companies based in central London in search for a Funder Operations Administrator to join its dynamic finance operations team.
- 5 Days Office-Based
This is a fantastic opportunity for someone with a strong eye for detail and a background in operational finance administration to play a key role in supporting the accurate allocation of funder payments and maintaining efficient cash flow processes.
Responsibilities:
- Manage and monitor funder email inboxes
- Assist with unallocated payment tracking and follow-up
- Investigate and resolve unallocated cash issues
- Raise invoices and credit memos as required
- Identify recurring issues impacting cash flow
- Apply monthly contract increases using internal systems
- Review and address overdue invoices
- Provide ad hoc finance support as needed
The Funder Operations Involvement:
Final Stage of Sales Cycle
Once the deal is closed by the sales team:
- You receive a sales handover pack, including commercial terms, equipment list, contract duration, and client details.
- You coordinate with the internal billing and contracts team to validate service pricing and ensure the lease documentation aligns with the correct asset and service value.
Funder Engagement & Documentation
- You check which funder is being used (e.g. Close Brothers or Siemens Financial Services).
- You prepare and send documentation to the funder, including:
- Signed customer lease agreement
- Equipment delivery confirmation
- Invoice for the total lease value
- Any funder-specific annexes or compliance forms
Approval & Payout
- The funder reviews and approves the paperwork.
- You manage the communication to ensure the company gets paid out for the full equipment value and service upfront (funders pay the company, the client repays the funder over time).
- You track payout status, update internal CRM/systems, and notify Finance that funds have been received.
Relationship Management
- You keep a log of all interactions and note anything specific to that funder’s requirements (e.g. "this funder always requests serial numbers before payout").
- You might meet the funder once a quarter during reviews or commercial check-ins, either virtually or on-site.
Ongoing Admin
If the client upgrades, adds devices, or early-exits the lease, you’re involved in:
- Preparing settlement quotes
- Requesting revised payment schedules from the funder
- Liaising with internal teams to ensure new documents are issued and signed
What We’re Looking For:
- Previous experience in an administrative or finance operations support role
- Comfortable managing complex transactions
- Basic understanding of finance operations
- Experience with NetSuite or Vantage Online (desirable)
- Proficient in Microsoft Office tools
Salary + Benefits:
- 25 days holiday + your birthday off (plus bank holidays)
- Company pension & life assurance
- Employee assistance programme
- Perkbox membership
- Cycle to work scheme & season ticket loan
- Healthy office snacks
- Employee referral programme
Please reach out and apply if this role aligns with you and the next step in your career.
