Client Data & Reporting Manager

Firstbus; Accrington; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading transport company seeks a Client Data & Reporting Manager in Accrington. The successful candidate will lead the Client Data team, ensuring efficient invoicing and reporting processes while promoting continuous improvement. This role offers comprehensive health benefits, flexible working, and opportunities for professional development.

Benefits

Comprehensive health benefits

Discounted train travel

Cycle to work scheme

25 days of holiday plus bank holidays

Pension scheme

Flexible working arrangements

Qualifications

• Experience leading and developing teams.
• Knowledge of invoicing and finance processes.
• Ability to analyze complex data sets.

Responsibilities

• Manage client invoicing and reporting requirements.
• Lead and develop the Client Accounts team.
• Collaborate with finance teams for period-end accounts.

Skills

Leadership

Continuous Improvement

Data Analysis

Communication

Organizational Skills

Attention to Detail

Education

Degree

AAT Qualification

Tools

Microsoft Excel

Power BI

Job description

First Travel Solutions - Client Data & Reporting Manager

First Travel Solutions has a fantastic opportunity for a Client Data & Reporting Manager to join our team in Accrington on a full-time, permanent basis.

The successful candidate will lead the Client Data and Reporting team to ensure accurate, timely, and proactive management of client invoicing and reporting processes. This will involve the continuous development of the team, documented standard operating procedures, and a structured review framework for all relevant processes and systems.

Key Responsibilities

1. Manage client invoicing and reporting requirements across all client accounts.
2. Establish and maintain relationships with key client contacts to facilitate smooth invoicing processes and prompt resolution of queries.
3. Lead, develop, and support the Client Accounts team to ensure they have the necessary skills, knowledge, processes, and systems for accurate and timely invoicing in line with contractual requirements.
4. Oversee taxi permits and white ticket processes to ensure permits are issued, recorded, managed, and charged correctly, and that white tickets are processed efficiently for timely supplier payments.
5. Collaborate with the finance teams to produce period-end accounts, manage client accruals/provisions, and analyze variances.
6. Work with the finance (AP) team to develop and manage a robust aged debt and credit control process to ensure timely payment of invoices.
7. Develop a comprehensive understanding of contract terms and service level agreements, including rate cards.
8. Manage onboarding of new clients, including credit checks and account setup as per FTS terms and conditions.
9. Promote continuous improvement by reviewing processes, procedures, and documentation.
10. Conduct root cause analysis on queries and use insights to recommend business improvements.
11. Coordinate with the Systems team to ensure systems are fit for purpose and manage changes through the change management process.
12. Support Client Account Managers and participate in client contract review meetings as needed.
13. Assist in future tender submissions by providing relevant data and pricing analysis.

Skills and Experience

• Experience leading and developing teams.
• Knowledge of continuous improvement methodologies with a solution-focused approach.
• Experience working within a matrix organization.
• Ability to analyze complex data sets and present information via dashboards and reports.
• Intermediate to advanced proficiency in Microsoft Excel and Power BI.
• Strong organizational, interpersonal, and communication skills.
• Knowledge of invoicing, accounting, and finance processes, including credit control.
• Strong commercial awareness and attention to detail.
• Experience creating Standard Operating Procedures and process flow maps.
• Industry knowledge (rail, taxi, or road transportation) is desirable.
• Degree qualifications are desirable but not essential.
• AAT qualifications are desirable but not essential.

Rewards & Benefits

• Comprehensive health benefits including Simply Health & Smart Health at no cost, covering optical, dental, virtual GP, mental health support, nutrition, and fitness advice.
• Access to discounts on high street brands and supermarkets.
• Discounted train travel for employees and their families after 6 months, plus a free bus pass.
• Cycle to work scheme.
• 25 days of holiday plus bank holidays.
• Pension scheme and options to buy discounted First Group shares.
• Flexible working arrangements.

At First Bus, we prioritize physical and mental wellbeing through various health-promotion initiatives and 24/7 access to our Employee Assistance Programme.