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Financial services specialist

beBee Careers
Service
Posted: 16 June
Offer description

Job Title: Financial Services Specialist

About the Role
A growing organisation in the residential services sector is seeking an experienced Financial Services Specialist to support billing and collections activities across multiple sites. This role is central to ensuring the timely and accurate processing of invoices, reconciliation of accounts, and communication with clients, families, and funding partners.

Key Responsibilities
Prepare and issue invoices for public and private funding streams.
Review service agreements to ensure billing accuracy.
Record invoices, payments, and refunds in accounting software.
Maintain reconciliations of client and funder accounts.
Monitor and manage the aged debt ledger, following up on overdue balances.
Oversight of the administration of client-related financial accounts in accordance with policy and regulation.
Liaise with operational teams, service users' representatives, and third-party organisations to resolve account queries.
Support the AR Manager with reporting, credit control, and ongoing AR activities.
Travel to service sites on occasion to support local finance needs.

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