Mobilisation Accountant CRM Students, Oxford (Head Office) - First 6 months will be office based for training Permanent 37.5 hours per week Monday - Friday 9am-5.30pm £37,500 - £40,000 Key Purpose of the role: This role is to be a contact for onboarding and demobilising sites. To be a Client contact and the lead in obtaining any migration information required, as well as coordinating data required for any demobilising sites. To set up new bank accounts, build a good relationship with all parties, and colleagues from other departments and maintain regular contact with other mobilisation teams. Key Tasks 1. To be the one of the contacts on all finance related matters on migrating sites To attend weekly Mobilisation meetings and to update the Mobilisation Team on account set up progress. To work with the Mobilisation Team and/or clients on obtaining Know Your Client (KYC) details, tax forms, company structures and any other information required in order to open client bank accounts. To be the first point of contact with the bank on any account opening or closing queries. To be the first point of contact with our Merchant and Payment Gateway providers helping to maintain key relationships and providing data as requested. To obtain Merchant Numbers To do credit card testing on Rent Café To obtain transfer data from the incoming Managing Agent or Seller/Purchaser To set up branches for the new sites within the relevant Tenancy Deposit Scheme and update Yardi To liaise with the Tenancy Deposit Schemes to arrange transfer and registration of deposits on sites being on boarded. To build the site structure within the Companies accounting package Yardi To ensure that all matters are followed up in a timely manner To attend client meetings as required Complete pening balances and first set of accounts Provide detailed handover notes to MA when site goes live, including Management Agreement specifics Liaise with Website and Marketing teams where required 2. To be one of the contacts on all finance related matters on demobilising sites Stopping of Direct Debits Closure of bank accounts Closure of Merchant Numbers Closure of Prepaid Cards Ensuring all key suppliers have been paid prior to closure and final submission of funds to the client Communication to suppliers of handover To work with the Management Accountant to arrange for deposits to be transferred to either the outgoing company, the tenant or the overpaid Rent or Deposit account. Timely handover of site information 3. Build a good relationship with external and internal parties Build and maintain a professional relationships with all parties involved to ensure that all expectations are met Liaise with clients on additional reporting as required 4. Ambassador for Yugo/CRM Students Identify, communicate and address issues before they escalate – Internal/External 5. To ensure all company policies are adhered to. Behave in accordance with the requirement of the company’s Health and Safety Policy Behave in accordance with the requirements of the General Data Protection Regulation (GDPR) and current Data Protection Policy, Staff handbook, agreed departmental behaviors/practices Academic Qualifications Educated to minimum ACCA/CIMA/ACA Part Qualified. QBE will be considered. Experience (in years) Minimum of 2 years in a finance role or relevant post of similar responsibility. Minimum 6 months experience with CRM Students. Skills Ability to manage workload, prioritise tasks and meet deadlines Accuracy and attention to detail Ability to analyse & interpret data Microsoft Excel to include V Lookups, IF Statements and Pivot Tables Excellent verbal and written Communication Skills Microsoft Word and Outlook Good knowledge of accounting systems – Yardi/Netsuite preferable but not essential Client focused Excellent organisational skills Focus on & commitment to excellence in customer service Identify and address issues before they escalate – Internal/External Attributes/ Personal Characteristics Desire to deliver and achieve excellent standards of service The ability work within a team and with peers and motivate others Positive and Enthusiastic The ability to stay calm under pressure Self motivated/Self Starter Good team player Initiative Personal values which align to the departments values of Honesty, Integrity and Respect