Finance & Project Operations Coordinator

FESTIVE ROAD; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading corporate travel consultancy in Westminster is looking for a finance-focused professional to manage and support their Professional Services Automation (PSA) platform, Scoro. Responsibilities include preparing client invoices, managing company records, and providing hands-on finance support while ensuring accuracy and timely reporting. The successful candidate will have a keen eye for detail and experience with tools like Scoro or Xero. The role fosters a culture of process improvement and effective communication across time zones.

Qualifications

• Experience with finance operations and project management.
• Ability to effectively communicate across time zones.
• Proven track record of maintaining accurate records.

Responsibilities

• Manage company records and prepare client invoices.
• Provide reporting and project support to leads.
• Identify automation opportunities in financial processes.

Skills

Financial support management

Detail orientation

Process improvement

Communication

Time management

Tools

Scoro

Xero

Job description

At FESTIVE ROAD, we don't just advise on corporate travel and meetings - we reshape it. We're a purpose-led, people-first global consultancy, known for combining sharp thinking with smart technology and a big dose of heart. Our global team of "Roaders" helps clients create travel programs that align with their business goals and their values. If that balance matters to you too, you're in the right place. You'll own the management and use of our Professional Services Automation (PSA) platform, Scoro, work closely with our project managers and leaders, and provide hands-on finance support. Your work will keep our client projects running smoothly, invoices accurate, and data at our fingertips.

• Keep people & company records up to date.
• Manage ad-hoc and scheduled sales reports, working closely with our Head of Sales and Marketing.
• Manage scope, project, and task setup and changes within Scoro.
• Prepare client invoices and expenses.
• Close projects and run quality checks.
• Provide project level reporting to leads and the Head of Consulting.
• Manage payroll processes, data, and liaise with our Finance Manager and external accountants.
• Maintain Outsourcing reporting and work closely with our Head of Outsourcing.
• Investigate expense and invoice anomalies.
• Provide support to our Finance Manager across a range of reports and processes.
• Manage system users, adjust licences, and provide 1-to-1 training.
• Manage configuration changes and technical issues with Scoro support.
• Track product updates and drive process improvements to cut manual work.
• Build and maintain a positive partnership with Scoro to ensure we maximise our system's value and reduce manual processes.
• Project manage Scoro upgrades / system re-implementations where necessary.
• Respond to data and support requests from Project Leads and our Finance Manager.
• Identify and implement automation or streamlining opportunities across our systems. Finance, revenue-ops, or experience with tools such as Scoro or Xero would be an advantage.
• Have a keen eye for detail and accuracy.
• Communicate clearly and professionally, comfortable working across time zones.
• Self-manage : organise your own day, meet deadlines, and flag issues early.
• Have an interest in improving processes and using technology to simplify work.