Data and Finance Administrator

Carter Jonas LLP; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

Carter Jonas LLP is seeking a Data & Finance Administrator for their Birmingham office. This role involves data analysis, client management, and supporting financial processes within a dynamic team. The position offers a competitive salary and benefits, along with opportunities for flexible working arrangements.

Benefits

Flexible benefits

Group pension

Generous annual leave

Referral schemes

Health cash plans

Cycle-to-work schemes

Qualifications

• Strong IT skills, particularly in advanced Excel (pivot tables, VLOOKUP).
• Experience in a busy finance environment or as an administrator is advantageous.
• Excellent communication skills and ability to work under pressure.

Responsibilities

• Analyzing WIP figures and working with large data sets.
• Liaising with clients and managing bad debts.
• Supporting process streamlining and reporting.

Skills

Advanced Excel

Communication

Client relationship management

Data analysis

Job description

Our contract management team is seeking a Data & Finance Administrator to join the Birmingham office. This role offers an excellent opportunity for a confident, motivated, and efficient individual to contribute to a high standard of service. The primary responsibilities include providing Carter Jonas with a centralized service to optimize tenders, gain a competitive edge, and meet client KPIs. The key focus is on data analysis, manipulation, and extraction.

You will be part of a team of 16 professionals, including administrators, coordinators, analysts, and managers, based in our Birmingham hub. Our broader community comprises over 100 colleagues across various divisions, offering numerous events, socials, wellbeing initiatives, and fundraising activities.

We offer a highly competitive salary and benefits package, including flexible options such as additional leave, health cash plans, and cycle-to-work schemes. We welcome applications from those seeking flexible or agile working arrangements, which can be discussed during the application process.

Main Tasks:

1. Analyzing WIP figures from Business Central, working with large data sets, formatting, and filtering for review by fee earners to maximize billing opportunities.
2. Liaising with clients, job managers, and credit control to manage bad debts.
3. Supporting process streamlining and reporting within the team.
4. Reporting weekly/monthly updates to the team meetings.
5. Cross-charging and consultant breakdown reporting.
6. Developing and maintaining strong client relationships for smooth accounting processes.
7. Liaising with internal stakeholders regarding billing.
8. Collaborating closely with the Carter Jonas Finance department.
9. Processing expenses.
10. Assisting with monthly, quarterly, and annual reporting.

Success Factors:

Successful candidates will possess strong IT skills, particularly advanced Excel (pivot tables, VLOOKUP, advanced formatting). Experience in a busy finance environment or as an administrator is advantageous but not essential, as full training will be provided. Excellent communication skills, client relationship management, and the ability to work effectively in a team and under pressure are crucial.

We offer a rewarding package, including group pension, flexible benefits, referral schemes, and generous annual leave.

As an equal opportunity employer with Investors in People Gold accreditation, we are committed to diversity and inclusion. We value continuous learning and development and support flexible working arrangements to help you thrive in your role.

About Carter Jonas:

Founded in 1855, Carter Jonas is a leading UK property consultancy with 34 offices and over 1,000 staff. We pride ourselves on tailored services, long-term client relationships, and pioneering technology use in the industry.

Our Values:

• Approachable – Respectful, honest, and warm relationships
• Effective – Reliable and accountable
• Ambitious – For our clients and our firm

We seek individuals who embody these values and demonstrate our core competencies, including communication, leadership, business development, technological agility, teamwork, and personal effectiveness.