Senior Data & Finance Administrator

Carter Jonas; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Senior Data & Finance Administrator to join their dynamic Property and Asset Management team in London. This role is a fantastic opportunity for a motivated individual to deliver high standards of service while engaging in data analysis, manipulation, and extraction. The successful candidate will work with large datasets, support invoicing and credit control processes, and maintain strong client relationships. With a focus on teamwork and effective communication, this position offers a chance to thrive in a fast-paced environment while contributing to the organization’s success. Flexible working arrangements are available, making this role even more appealing.

Benefits

Flexible working options

Health cash plans

Cycle-to-work schemes

Additional leave

Office socials

Health & wellbeing activities

Fundraising opportunities

Qualifications

• Strong IT skills with advanced Excel proficiency.
• Experience in finance environments and data analysis.

Responsibilities

• Analyze WIP figures and manage large datasets.
• Process client invoices and track payments.
• Collaborate with internal teams on billing.

Skills

Advanced Excel

Data Analysis

Client Relationship Management

Invoicing

Credit Control

Tools

Business Central

Job description

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Due to growth of the business, our Property and Asset Management team is looking for a Senior Data & Finance Administrator to join our team based in London. This is a fantastic opportunity for a confident, motivated, and efficient individual to become a key member of the team, delivering high standards of service. You will be responsible for providing Carter Jonas with an efficient and effective centralized service to maximize success with tenders, gain a competitive advantage, and meet client-specific KPIs. The primary focus of this role is data analysis, manipulation, and extraction.

The post holder will join a dynamic team of professionals, including administrators, surveyors, and partners. Based at our HQ in London Chapel Place, our office hosts over 100 professionals across main divisions, offering various exciting events, office socials, health & wellbeing activities, and fundraising opportunities.

We offer a highly competitive salary package, including benefits such as flexible options like additional leave, health cash plans, cycle-to-work schemes, and more. We are open to discussing flexible or agile working arrangements during the application process.

Main tasks:

• Analyzing WIP figures from Business Central, working with large datasets, manipulating, formatting, and filtering information.
• Processing client invoices and tracking payments.
• Liaising with clients, job managers, and credit control to manage bad debts.
• Supporting team efforts to streamline processes and reporting.
• Providing weekly/monthly reports for team meetings.
• Managing cross-charging and consultant breakdown reporting.
• Developing and maintaining strong client relationships to ensure smooth accounting processes.
• Communicating with internal teams regarding billing.
• Collaborating with Carter Jonas Finance department.
• Processing expenses and assisting with monthly, quarterly, and annual reporting.

What will it take to be successful?

You should have strong IT skills, particularly advanced Excel (pivot tables, VLOOKUP, advanced formatting, and conditional formatting). Experience in a busy finance environment, analyzing large data sets, invoicing, credit control, and purchase orders is advantageous. Excellent communication skills are essential for managing client relationships. As a team player, you must be able to work in a fast-paced environment, multitask, communicate effectively with stakeholders and contractors, and meet deadlines under pressure. You should be confident, discreet, and professional, with a desire to expand your knowledge and skills.