Assistant Accountant - Billing & Client Finance

Partnerize; Newcastle upon Tyne; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading technology company in Newcastle upon Tyne seeks a Finance Operations specialist. The successful candidate will manage billing processes, support global clients, and ensure timely financial operations. Candidates must have 3+ years of experience in finance and strong Microsoft Excel skills. Desirable qualities include attention to detail and professionalism when interacting with high-profile clients. This role offers great benefits including enhanced parental leave, private medical insurance, and a wellness program.

Benefits

25 days holiday in addition to bank holidays

Private Medical Insurance through Bupa

Enhanced Parental Leave

Cycle to Work scheme

Life Assurance

Qualifications

• 3+ years of finance/business experience.
• Currently studying AAT (or equivalent) is preferred but not essential.
• Successful candidate must be able to speak confidently with high profile clients.

Responsibilities

• Work with global clients to understand requirements for billing processes.
• Investigate and pursue aged items with clients.
• Upload invoices into the accounting software with monthly reconciliations.
• Monitor monthly fees and ensure they are billed in a timely manner.

Skills

Microsoft Excel competency

Attention to detail

Ability to prioritize tasks

Growth mindset

Education

AAT (or equivalent)

Tools

NetSuite

Job description

Who We Are:

The partnership channel offers scale and automation on a pay-for-performance model that delivers the operating leverage necessary for brand survival. Partnerize empowers marketers with technology built to discover, engage, and convert audiences, at scale, all while maintaining brand safety and control.

Why Join Us?

Our commitment to growing partnerships doesn't end with our clients. Our employees are carefully selected to be a part of our company because they emulate a carefully crafted and practiced set of core values that define us and our business. Joining Partnerize means joining a company that sincerely values your talent, expertise, and passion. We strive each day to hire and retain only the best. Doing so affords us the opportunity to be the best in the business, to exceed our clients' expectations, to innovate, to teach—and most importantly—to earn and maintain our clients’ loyalty.

Purpose of the Role

As a busy, fast-paced team, the Finance Operations/Payments department at Partnerize are looking for an ambitious individual with a passion for numbers and a keen eye for detail, who can provide ongoing support and assist in managing the financial relationships and processes with our high profile, global clients and partners.

Key duties and responsibilities

Assisting the Finance Operations Manager and Team

• Work with global, key clients and other departments to understand requirements in order to build and maintain suitable billing processes
• Investigate and pursue aged items with clients
• Present the billing system internally in order to share key knowledge
• Upload invoices into the accounting software with monthly reconciliations
• Respond to internal and external queries and tickets
• Monitor monthly fees and ensure they are billed in a timely manner
• Raise consolidated invoices using existing Microsoft Excel macros and worksheets
• Managing FX transactions within our third-party software
• Managing inter-account transfers in various currencies
• Processing multi-currency payments to our global partners
• Supporting our global partners with various questions via Zendesk
• Maintaining reconciliations between our platform and accounting software
• Uploading payments in bulk to our banking and PayPal portals for review

Desirable skills and Qualifications

• Ability to prioritise multiple tasks and make key decisions in order to achieve business objectives
• 3+ years of finance/business experience.
• Have a growth mind-set
• Microsoft Excel competent
• Currently studying AAT (or equivalent) is preferred but not essential
• Show great attention to detail
• NetSuite experience is desirable although not necessary, full training will be provided
• Successful candidate must be able to speak confidently with high profile clients, remaining professional throughout

1 day in the office per week

UK Benefits & Perks

• 25 days holiday in addition to bank holidays
• Enhanced Parental Leave: 6 months full pay for birth parent, 4 weeks non-birth parent at full pay after one year employment
• 5 extra 'Partnerize Parental Days' each year
• Private Medical Insurance through Bupa
• Enhanced pension contributions
• Cycle to Work scheme
• Eye Care Vouchers
• Life Assurance
• Enhanced Wellness Program including access to EAP, Wellness Coaching & Wellness Fridays program
• Regular company events and activities