Services Consultant

FISCAL Technologies Inc.; Reading; Hybrid; GBP 27,000; Full time

Job summary

At a leading company in financial technology, you will take on a vital role as a Services Consultant. Initially, you will manage recovery auditing projects, working independently to recover lost funds for both customers and non-customers. Your ability to analyze data, engage supplier relationships tactfully, and manage project deliverables will be key to your success.

Benefits

Hybrid working policy

Employer pension contribution

Free hot/cold drinks, fruit and snacks

Employee recognition scheme

Free on-site parking

Cycle to work scheme

Qualifications

• Proven track record in managing recovery-oriented client projects.
• Ability to reconcile complex accounts with excellent attention to detail.
• Experience in managing and cross-referencing large volumes of data efficiently.

Responsibilities

• Manage customer relationships and recover targeted lists of overpayments.
• Deliver services projects from initial kick-off through to completion.
• Provide clear progress reports and summaries regarding multiple projects.

Skills

Data analysis

Customer relationship management

Time management

Attention to detail

Tools

Microsoft Excel

ERP systems

Job description

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FISCAL Technologies offers world-class financial risk management software solutions that protects spend, significantly cut costs, and reduce supplier risk for organisations. With a 16-year proven track record, we deliver substantial ROI and payback to our customers within three months

As a Services Consultant you will play a vital role in delivering recovery audit projects from initial kick-off through to completion and handover. This position focuses primarily on recovery audits for both FISCAL software customers and non-customers.

Working on behalf of the customer, this role requires tactful engagement with their supplier base to recover lost funds. Strong data analysis skills and proficiency are essential to effectively manage data, reporting, and billing processes.

Responsibilities

• Working independently to manage customer relationships and recover targeted lists of overpayments for ongoing projects
• Manage statement requests, responses and recoveries of missed credits, overpayments and other value
• Analyse, review and provide proof for VAT recoveries to satisfy customers to adjust and recover
• Deliver services projects from initial kick-off through to completion and handover
• Conduct ad-hoc data review projects for customers (typically for new FISCAL software customers, pre-paid by clients), analyzing customer data and summarizing results, key trends, and high-risk areas/values
• Provide clear progress reports and summaries to the business regarding progress and recoveries for multiple projects
• Foresee problem accounts and situations and seek to escalate towards a suitable solution promptly and appropriately
• Conduct detailed reconciliations on large accounts to confirm errors and compile recovery back-up
• Communicate effectively by both Teams and email with suppliers and stakeholders
• Manage customers weekly via meetings to review updates, next steps, and actions
• Provide accurate forecasting to the Services Team Lead for monthly/quarterly reporting
• Build and maintain positive relationships with customers, fostering trust and confidence in our services
• Collaborate proactively with other departments to ensure seamless service delivery

Experience

• Ideal candidate will have a proven track record in managing recovery-oriented client projects
• Accounts Payable/Receivable experience also beneficial to the role
• Confidence in dealing with complex and sometimes difficult issues with suppliers, without compromising our clients
• Capability in managing difficult client situations; working with them and key stakeholders to resolve and progress projects
• Ability to reconcile complex accounts with excellent attention to detail
• High competency in Microsoft Office applications, particularly Excel
• Experience in using a variety of ERP systems and related software
• Experience in managing and cross-referencing large volumes of data efficiently
• Background in Accounts Payable/Receivable functions, either directly or in a related capacity as a contractor or auditor
• Ability to present to clients and engage them on key points, benefits, outcomes and recommendations, clearly using PowerPoint and Word
• Strong time management skills and ability to handle multiple projects simultaneously
• Experience building client relationships and managing expectations
• Strong understanding of project delivery methodologies
• Professional demeanour and presentation skills suitable for client-facing activities
• Commitment to continuous learning and professional development
• High level of integrity and discretion when handling sensitive financial information
• IT & Service literate with the ability to quickly learn new technologies and systems

At FISCAL, you’ll work with a talented team transforming ideas into innovative software solutions that address complex enterprise-scale challenges, protecting over £1.3 trillion of spend globally.

Since our inception in 2008, operating in the ‘Fintech’ procure-to-pay risk space, FISCAL has grown to over 65 staff based in Reading, UK. You’ll have the opportunity to make a significant impact, grow, be agile, collaborate, innovate, and enjoy your work.

We believe in giving back, supporting our chosen charity, and organizing fun events for employees. Recognized multiple times as a great place to work, we are a previous proud recipients of the Queen’s Award for Innovation.

Additional Benefits

It’s an exciting time to join FISCAL as we are expanding which will give you an opportunity to stand out and grow with us.

We are an equal opportunity employer and believe having diverse teams in which everyone brings their whole self to Fiscal is key to our success. We welcome people of different backgrounds, experiences, abilities, and perspectives.

• A hybrid working policy, with a minimum of 3 days in the office (FTE 37.5 hours)
• Employer pension contribution and life assurance
• Free hot/cold drinks, fruit and snacks
• An inclusive employee recognition scheme with monthly gift voucher prizes
• Free on-site parking
• Cycle to work scheme

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Software Development

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