Funder Operations Administrator

JR United Kingdom; Stoke-on-Trent; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading company in workplace technology solutions is searching for a Funder Operations Administrator in Stoke-on-Trent. This role involves support for funder payments, managing transactions, and relationship coordination with financial entities. Ideal candidates possess operational finance experience, attention to detail, and proficiency in Microsoft Office tools, alongside the ability to navigate complex transactions smoothly. In return, the company offers competitive benefits including generous holiday, pension plans, and wellness programs.

Benefits

25 days holiday + your birthday off (plus bank holidays)

Company pension & life assurance

Employee assistance programme

Cycle to work scheme & season ticket loan

Healthy office snacks

Employee referral programme

Qualifications

• Experience in an administrative or finance operations support role.
• Comfortable managing complex transactions.
• Basic understanding of finance operations.

Responsibilities

• Manage and monitor funder email inboxes and payment tracking.
• Investigate and resolve unallocated cash issues.
• Raise invoices and credit memos as required.

Skills

Attention to Detail

Finance Operations

Complex Transactions Management

Microsoft Office

Education

Experience in Administrative or Finance Operations Support

Tools

NetSuite

Vantage Online

Job description

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Funder Operations Administrator, stoke-on-trent

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Client:

Robert Half

Location:

stoke-on-trent, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

***Funder Operations Administrator***

Central London

Robert Half is partnering with a company that manages workplace technology solutions for companies based in central London in search for a Funder Operations Administrator to join its dynamic finance operations team.

• 5 Days Office-Based

This is a fantastic opportunity for someone with a strong eye for detail and a background in operational finance administration to play a key role in supporting the accurate allocation of funder payments and maintaining efficient cash flow processes.

Responsibilities:

• Manage and monitor funder email inboxes
• Assist with unallocated payment tracking and follow-up
• Investigate and resolve unallocated cash issues
• Raise invoices and credit memos as required
• Identify recurring issues impacting cash flow
• Apply monthly contract increases using internal systems
• Review and address overdue invoices
• Provide ad hoc finance support as needed

The Funder Operations Involvement:

Final Stage of Sales Cycle

Once the deal is closed by the sales team:

• You receive a sales handover pack, including commercial terms, equipment list, contract duration, and client details.
• You coordinate with the internal billing and contracts team to validate service pricing and ensure the lease documentation aligns with the correct asset and service value.

Funder Engagement & Documentation

• You check which funder is being used (e.g. Close Brothers or Siemens Financial Services).
• You prepare and send documentation to the funder, including:
• Signed customer lease agreement
• Invoice for the total lease value
• Any funder-specific annexes or compliance forms

Approval & Payout

• The funder reviews and approves the paperwork.
• You manage the communication to ensure the company gets paid out for the full equipment value and service upfront (funders pay the company, the client repays the funder over time).
• You track payout status, update internal CRM/systems, and notify Finance that funds have been received.

Relationship Management

• You keep a log of all interactions and note anything specific to that funder’s requirements (e.g. "this funder always requests serial numbers before payout").
• You might meet the funder once a quarter during reviews or commercial check-ins, either virtually or on-site.

Ongoing Admin

If the client upgrades, adds devices, or early-exits the lease, you’re involved in:

• Requesting revised payment schedules from the funder
• Liaising with internal teams to ensure new documents are issued and signed

What We’re Looking For:

• Previous experience in an administrative or finance operations support role
• Comfortable managing complex transactions
• Basic understanding of finance operations
• Experience with NetSuite or Vantage Online (desirable)
• Proficient in Microsoft Office tools

Salary + Benefits:

• 25 days holiday + your birthday off (plus bank holidays)
• Company pension & life assurance
• Employee assistance programme
• Cycle to work scheme & season ticket loan
• Healthy office snacks
• Employee referral programme

Please reach out and apply if this role aligns with you and the next step in your career.