Portfolio Executive

Ignite Energy; Grove; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading energy advisory firm is seeking a Portfolio Executive to enhance client delivery across services like Procurement and Bill Validation. Responsibilities include customer service, managing utility contracts, and processing billing. Ideal candidates will have strong communication skills and analytical abilities, with proficiency in Microsoft Excel. This role offers a unique opportunity to grow in a dynamic environment.

Qualifications

• Ideally familiar with the utility industry and terminology.
• Experience in finance accounts role beneficial.
• Mathematical skills for reporting.

Responsibilities

• Dealing with customer queries and maintaining portfolio.
• Assisting Procurement team with contracts.
• Processing utility billing and resolving challenges.

Skills

Excellent communication skills

Analytical skillset

Microsoft Excel proficiency

Customer service orientation

Self-motivated

Job description

The Portfolio Executive role contributes to service delivery to several customers, for services including Procurement, Bill Validation, Finance Reporting, Metering and CRC. Working with a Portfolio Team to assist with the delivery of the services across customers, a Portfolio Executive develops the skills over time to work more independently and take on more responsibility for client delivery. The successful candidate's responsibilities will include but not be limited to:

Customer Service

• Dealing with customer queries and requests in a professional and efficient manner.
• Maintaining the portfolio based on information provided by the customer and other third parties.

Procurement (where supplied to customer)

• Assisting the Procurement team providing necessary information for utility contracts.
• Managing acquisitions and disposals for existing contracts.

Bill Validation

• Processing utility billing.
• Performing or contributing to regular validation runs to identify whether billing contains errors and required challenging.
• Submitting regular batches of validated invoices to the customer to pay.
• Ensuring invoices are paid within terms, communicating remittance information to suppliers.
• Supplier account management, liaising with suppliers to ensure payments are correctly allocated and debt positions are managed.
• Resolving challenges and obtaining refunds/credits (savings), meeting a stated savings target to ensure the customer is saving at the anticipated level.
• Analysing and querying historic billing to recover overcharging, including site investigations if necessary, delivering savings against target for contract income (shared savings).

Metering (where supplied to customer)

• Assisting with the management of new metering, including site scheduling.
• Supporting with the maintenance and data collection of metering portfolio once up and running.
• Adding/removing supplies from relevant MOP and DC contract.

Other responsibilities

• Read and comply with the company Health & Safety Policy; taking reasonable care for the Health & Safety of themselves and others; co-operate with managers and other employees in fulfilling our objectives and statutory duties.
• Ideally have familiarity with the utility industry and its terminology.
• Have a mathematical and analytical skillset understanding for reporting.
• Have excellent communication skills for dealing with customers, contractors, and other team members.
• Be self-motivated and able to work autonomously.
• Skilled in the use of Microsoft Excel and computer literate.
• Experience within a finance accounts role would be beneficial
• Well-presented and professional.

Ignite Energy is part of the Inspired PLC family. Inspired PLC is a UK market leading technology enabled provider of energy and sustainability advisory services. Since 2000, it has grown in scale and capability and is servicing over 3,400 UK and Irish clients across all sectors.

To enable businesses to respond to the climate emergency, we focus on solving their toughest challenges. By managing data comprehensively, sourcing energy sustainably and reducing carbon efficiently, we allow our clients to control costs effectively, make authentic ESG disclosures, improve their business performance, whilst powering their journey to net zero. This role is ideally suited to a career minded, ambitious individual who is looking for that unique opportunity to prove what they can do and then be rewarded for it.