Finance Data Administrator (Accounts Receivable)

Confidential; Greater London; On-site; GBP 38,000 - 40,000; Full time

Job summary

Confidential in London is seeking a Finance Data Administrator on a 9-month fixed-term contract to support a financial project with insightful analysis and strong stakeholder collaboration to drive planning and performance management.

You will maintain, review, and cleanse Accounts Receivable data in Salesforce, assist with invoicing, monitor balances, and contribute to data quality and process improvements across Finance and Commercial teams.

Qualifications

• Attention to detail and commitment to data accuracy.
• Experience using Salesforce or similar CRM systems.
• Excellent organisational skills with the ability to manage multiple priorities.
• Strong communication and stakeholder management skills.

Responsibilities

• Maintain, review, and cleanse customer and engagement Accounts Receivable data within Salesforce, ensuring accuracy and completeness at all times.
• Partner with commercial and operational teams to provide guidance on data requirements, ensuring all information is recorded correctly to support a seamless invoicing process.
• Support the Accounts Receivable function with the preparation, generation, and processing of client invoices.
• Monitor outstanding balances and assist with payment collection activities, including client follow-up and query resolution.
• Conduct regular validation checks on both live and migrated data to ensure ongoing integrity, accuracy, and compliance with internal standards.
• Identify, investigate, and resolve data discrepancies or process issues, working collaboratively with stakeholders to implement effective solutions.
• Contribute to process improvement initiatives, system enhancements, user testing, and data quality projects aimed at increasing operational efficiency.
• Provide general support across finance and business operations teams as required, assisting with ad hoc projects and business-critical activities.

Tools

Salesforce

Job description

As a Finance Data Administrator on a 9-month fixed-term contract in London, you'll play a key role in supporting a financial project within the business. By providing insightful analysis and partnering with stakeholders, you'll help drive effective financial planning and performance management.

Client Details

This role is with a company in the financial services industry based in London.

Description

• Maintain, review, and cleanse customer and engagement Accounts Reveivable data within Salesforce, ensuring accuracy and completeness at all times.
• Partner with commercial and operational teams to provide guidance on data requirements, ensuring all information is recorded correctly to support a seamless invoicing process.
• Support the Accounts Receivable function with the preparation, generation, and processing of client invoices.
• Monitor outstanding balances and assist with payment collection activities, including client follow-up and query resolution.
• Conduct regular validation checks on both live and migrated data to ensure ongoing integrity, accuracy, and compliance with internal standards.
• Identify, investigate, and escape data discrepancies or process issues, working collaboratively with stakeholders to implement effective solutions.
• Contribute to process improvement initiatives, system enhancements, user testing, and data quality projects aimed at increasing operational efficiency.
• Provide general support across finance and business operations teams as required, assisting with ad hoc projects and business-critical activities.

Profile

• Strong attention to detail and commitment to data accuracy.
• Experience using Salesforce or similar CRM systems.
• Excellent organisational skills with the ability to manage multiple priorities.
• Strong communication and stakeholder management skills.
• Ability to work collaboratively across Finance, Legal, Compliance, and commercial teams.
• Proactive approach to problem-solving and continuous improvement.

Job Offer

• Salary ranging from £37,500 to £40,000, dependent on the level of experience.
• 9-month fixed-term contract based in London.

We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we’ll work with you to ensure you can perform at your best