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