Financial Administrator

CBW Staffing Solutions Limited; Scotland; On-site; GBP 22,000 - 27,000; Full time

Job summary

A leading facilities provider in North Lanarkshire is seeking a Financial Administrator to manage invoicing and records efficiently. The role involves preparing and validating documents, overseeing payroll submissions, and collaborating with management on discrepancies. Candidates should have extensive administrative experience, proficiency in Microsoft Excel, and ideally knowledge of CAFM systems. Offering a salary up to £27,000, the position also includes extensive benefits like annual leave, life cover, corporate discounts, and learning opportunities.

Benefits

24 days annual leave (+ public holidays)

Life Cover equivalent to 1.5 times annual salary

Employee discount shopping schemes

Gym membership discounts

Holiday purchase scheme

2 corporate social responsibility days per year

Broad range of learning opportunities

Qualifications

• Strong background in administrative work, with proven experience in similar roles.
• Familiarity with CAFM platforms is beneficial, though not required.
• Solid working knowledge of Microsoft Office tools, particularly Excel.
• General awareness of health and safety principles.
• Understanding of the purchase-to-pay cycle is useful but not essential.

Responsibilities

• Prepare PPM, reactive and quoted works for invoicing, ensuring all work-in-progress is processed efficiently.
• Review and validate engineers’ timesheets and job documentation for accuracy.
• Manage Purchase Card receipts and code transactions in the online banking system.
• Calculate and check overtime hours for payroll submission.
• Collaborate with Contract Managers to resolve invoicing discrepancies.
• Produce and distribute customer invoices in line with billing schedules.
• Maintain up-to-date records across internal accounting systems.

Skills

Administrative work experience

Knowledge of Microsoft Office, particularly Excel

Familiarity with CAFM platforms

Understanding of health and safety principles

Understanding of purchase-to-pay cycle

Job description

Financial Administrator - North Lanarkshire - Salary up to £27,000

CBW have a new opportunity to work with a leading facilities provider as a financial administrator based in North Lanarkshire. You will work closely with Contract Managers & Supervisors to ensure all works (PPM, reactive & quoted) are processed and dealt with in a timely manner in accordance with the contractual requirements.

Key Responsibilities

• Prepare PPM, reactive and quoted works for invoicing, ensuring all work-in-progress is processed efficiently and within required timeframes.
• Review and validate engineers’ timesheets and job documentation, working closely with Contract Managers to confirm accuracy.
• Manage Purchase Card receipts, coding all transactions correctly into the online banking system.
• Calculate and check overtime hours each month to support accurate and timely payroll submission.
• Collaborate with Contract Managers and Supervisors to investigate and resolve any invoicing discrepancies, escalating complex issues to senior management when required.
• Produce customer invoices and distribute them through approved communication methods, including email and customer CAFM platforms, in line with monthly billing schedules.
• Maintain up-to-date and precise records across internal accounting systems and customer CAFM systems, ensuring all documentation and evidence are correctly uploaded.

Person Specification

• trong background in administrative work, with proven experience in similar roles.
• Familiarity with CAFM platforms is beneficial, though not required (such as SAP, Coupa, or Planon).
• Solid working knowledge of Microsoft Office tools, particularly Excel.
• General awareness of health and safety principles.
• Useful to have an understanding of the purchase-to-pay cycle, though this is not essential.

Salary & Benefits

• Salary up to £27,000
• 24 days annual leave (+ public holidays)
• Life Cover equivalent to 1.5 times annual salary
• Employee discount shopping schemes on major brands and retailers
• Gym membership discounts
• Holiday purchase scheme
• 2 corporate social responsibility days per year
• Broad range of learning opportunities, such as professional qualifications, collective/individual training, and personalized support programmes.