Financial Assistant

Investigo; Milton Keynes; On-site; GBP 25,000 - 35,000; Full time

Job summary

A dynamic vehicle rental and leasing provider in Milton Keynes is seeking a motivated Pricing Finance Assistant to manage and optimize pricing data. The role involves data entry, verification, and support for the sales and purchasing teams while ensuring compliance with internal guidelines. Ideal candidates should have a strong attention to detail and familiarity with Microsoft Excel, along with a keen interest in vehicles and finance.

Qualifications

• Proficient in Microsoft Excel (pivot tables, formulas, data handling).
• High attention to detail and accuracy in data entry.
• Effective communication skills for coordination within teams.

Responsibilities

• Update and maintain pricing data in the Key2 system.
• Validate data entries and ensure accuracy.
• Assist sales and purchasing teams in pricing quotations.

Skills

Microsoft Excel

Attention to detail

Organisational skills

Effective communication

Eagerness to learn

Product pricing experience

Tools

Key2

Job description

Company Overview

My client is a well-established vehicle rental and leasing provider in the UK, offering flexible short-term solutions to businesses. As part of ongoing growth, they are expanding into long-term leasing, including business contract hire and salary sacrifice schemes. To support this development, they are looking for a motivated Pricing Finance Assistant to join the team and help manage pricing data to ensure our leasing offers remain competitive and accurate.

Main Purpose of Role

The Pricing Finance Assistant will be responsible for updating and maintaining pricing data in the Key2 system, with a focus on vehicle costs, residual values, maintenance budgets, and discounts. This role is suited to someone with a keen eye for detail and a strong interest in the vehicle leasing industry.

Key Responsibilities and Duties

• Data Entry: Accurately input and update pricing data in the Key2 system, including vehicle costs, residual values, maintenance budgets, and discount structures.
• System Maintenance: Ensure pricing data is current, based on information from suppliers, finance, or management.
• Data Verification: Validate entries to ensure accuracy, flagging discrepancies for review.
• Sales Support: Assist the sales team in preparing lease quotations and customer rate books.
• Purchasing Support: Help with entering client discounts and progressing vehicle orders.
• Market Monitoring: Collect and summarise market data, such as competitor pricing and vehicle trends, to support pricing decisions.
• Reporting: Generate system reports on pricing updates and performance as required.
• Team Collaboration: Work with sales, finance, and operations teams to ensure pricing aligns with business and customer needs.
• Compliance: Follow internal guidelines to ensure all data complies with company policy and partner requirements.
• Other Duties: Perform other related duties as assigned by management.

Skills and Qualifications

Essential:

• Proficient in Microsoft Excel (e.g., pivot tables, formulas, data handling)
• High level of attention to detail and accuracy
• Strong organisational skills and efficiency in handling routine tasks
• Effective written and verbal communication for internal coordination
• Eagerness to learn and grow within the leasing sector
• Prior experience in product pricing (not limited to the vehicle sector)
• Interest in vehicles and/or finance

Desirable:

• Experience with database systems (e.g., Key2 or similar platforms)
• Understanding of vehicle leasing in the UK (e.g., costs, residuals)
• Background in a top 50 UK leasing company
• Familiarity with contract hire or salary sacrifice schemes