Finance Database Analyst

Our Finance department is a dynamic team of professionals working across three specialist areas: Financial Control, Financial Operations, and Financial Reporting. Following the implementation of Elite 3E, we are strengthening our Financial Operations capability to ensure robust control, governance and operational efficiency across the firm's finance systems and data. We pride ourselves on offering a collaborative, professional and supportive environment where expertise is valued and continuous improvement is encouraged.

As Finance Database Analyst, you will be responsible for the control, administration and integrity of master data within Elite 3E. This is a core operational role within Financial Operations, with accountability for ensuring that client, matter, payor and rate data is accurately created, maintained and governed in line with firm policy. You will take ownership of the end-to-end administration of master data, ensuring that all changes are controlled, compliant and do not compromise reporting, billing or downstream processes. You will proactively manage the client and matter lifecycle, ensuring correct inception and timely closure, while actively monitoring data quality and resolving issues using structured reporting and controls. As a key member of the Financial Operations team, you will report to the Billing Manager – Financial Operations on a day-to-day basis.

The responsibilities

• Master data control
  • Act as gatekeeper for the creation and maintenance of client, matter and payor records within Elite 3E
  • Ensure all master data is set up accurately and in accordance with firm policies and system requirements
  • Maintain full control over amendments to master data, ensuring consistency, integrity and auditability
  • Administer billing structures, client hierarchies and related data fields
  • Maintain central records of approved exceptions, ensuring they are correctly applied and controlled
• Data integrity and control framework
  • Operate and maintain a structured control environment for master data within Elite 3E
  • Execute daily, weekly and monthly control and exception reports to identify data issues
  • Investigate, correct and document data discrepancies, ensuring root causes are addressed
  • Ensure changes to master data do not compromise reporting, billing processes or financial outputs
  • Maintain alignment between Elite 3E and other firm systems where relevant
• Client and matter lifecycle management
  • Manage the lifecycle of clients and matters from inception through to closure
  • Ensure all new clients and matters are correctly set up at source
  • Monitor and perform timely closure of completed matters, including bulk closure where appropriate
  • Proactively reassign matters linked to leavers or organisational changes to avoid workflow disruption
  • Prevent the retention of redundant, duplicate or inactive records
• Rates and commercial controls
  • Administer the firm's standard rate structures within Elite 3E
  • Maintain and control approved rate exceptions, ensuring correct application
  • Monitor compliance with firm rate policies and identify inconsistencies
  • Resolve data issues that may impact billing accuracy, revenue recognition or client outcomes
• Monitoring and reporting
  • Use Elite 3E and Power BI reporting to monitor master data quality and system health
  • Identify trends, recurring issues and control weaknesses
  • Provide accurate and timely data outputs to support operational requirements
  • Support ad hoc reporting requests relating to master data and system activity
• Compliance and policy adherence
  • Ensure all activities comply with firm policies, procedures and regulatory requirements
  • Promote correct system usage and strong data governance across the business
  • Escalate risks, control failures or compliance issues to the Billing Manager
• Stakeholder engagement and support
  • Act as a key point of contact for queries relating to client, matter and master data
  • Work closely with Finance, Data, IT and operational teams to resolve data and system issues
  • Provide clear guidance to stakeholders on data standards and required processes
  • Support finance system improvements and wider operational initiatives
• Continuous improvement
  • Contribute to the ongoing enhancement of control processes, reporting and system usage
  • Identify opportunities to improve efficiency, reduce risk and strengthen data integrity
  • Support the development of documented processes and best practice standards

You

Essential experience & knowledge

• Proficiency in Elite 3E, with a minimum of two years' experience working with Elite 3E in a similar role.
• Proven experience in the control, administration and maintenance of master data within a practice management system
• Strong understanding of client and matter data structures, billing hierarchies and rate management
• Experience operating control processes, including reconciliations and exception reporting
• Strong understanding of data governance, compliance and financial control principles

Desirable experience

• Experience of using Power BI or similar reporting tools
• Exposure to finance systems projects, data migration or system improvements

Skills & competencies

• High level of proficiency in Elite 3E and Microsoft Excel
• Strong analytical skills, with the ability to identify and resolve data issues
• Excellent attention to detail and commitment to data accuracy
• Ability to interpret and apply finance policies and procedures effectively
• Strong communication skills, with the ability to engage stakeholders at all levels
• Proactive and structured approach to problem-solving
• Ability to work independently while collaborating effectively across teams

Personal attributes

• Highly organised with a strong focus on control and accuracy
• Proactive and accountable, with a clear sense of ownership
• Professional and pragmatic approach to resolving issues
• Calm under pressure and able to manage deadlines effectively
• Collaborative and supportive team member

Reward and benefits

A 35 hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4). Excellent benefits including a contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies. Eligibility for the firm's Profit-Sharing Plan. Paid in December.

Equality, Diversity & Inclusion

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top. We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.