Dynamic planner

Finance Operations Temp ( 3month FTC)

21/01/2025
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Deadline date:

Job Description

Raising sales invoices for new business, renewals & additional users ensuring alignment with contractual terms ·
Processing cancellation requests ·
Updating direct debit contracts in PaySuite ·
Resolving bounced direct debit instructions ·
Chasing delinquent customer debts ·
Fielding customer queries via phone and email, providing a high level of customer service ·
Assisting with the investigation of anomalies in the Trade Debtors ledger ·
Cleaning master data contained within our Xero & Salesforce systems ·
Assisting with the review and cleaning of deferred income record Systems Experience (desired but not essential)

Xero
Salesforce
PaySuite
Excel A flexible approach to task allocation ·
A desire to take ownership of tasks and see them through to completion ·
Ability to prioritise workloads and be organised ·
A deadline driven mentality ·
Strong attention to detail Hybrid Working (WFH 2 days, Central Reading 3 days per week with amazing and supportive finance team)
Health & Wellbeing
Simplyhealth; AXA (Management) Healthcare; Employee Assistance Programme (& much more!)
Financial & Retirement
Discretionary annual bonus; Company pension scheme; Life Assurance (& much more!)
Discounts & Perks
Benefit Hub; Cycle to work; Give as you earn (& much more!)
Leave
25 days per year; Anniversary holiday increase; Company sickness (& much more!)
Recognition & other rewards
Team events; Quarterly treats; Recommend a friend scheme (& much more!)

Why Join Us?

  • Be part of an award-winning, fast-growing company with a clear vision for the future.
  • Work in an inclusive and dynamic culture that values diversity and cares about your growth.
  • Have the opportunity to work as part of a professional finance team in a fast-paced environment.
  • Collaborate with passionate colleagues who embrace technology and innovation.
  • Enjoy a challenging yet rewarding role where your contributions will directly impact the business.

If you’re ready to take on the challenge in a forward-looking finance team, we want to hear from you! Apply today and help shape the future of Dynamic Planner.