Business and Finance Administrator

The individual will work closely with the finance and business teams to build and execute administrative processes which are essential to the overall success of the firm.

1. Proposal Process Management:

• GoProposal Process: Lead the GoProposal process to ensure that all client proposals are accurate, timely, and align with the firm’s services.
• Workflow Management System (Karbon): Deploy accepted proposals into Karbon, ensuring all relevant details are captured and integrated into the workflow.
• Client Onboarding: Oversee the client onboarding process, coordinating with various teams to ensure a seamless transition from proposal acceptance to active engagement.
• Client Communications: Manage client communications and check-ins during the initial stages of engagement to ensure client satisfaction and address any concerns.
• Invoicing and Work Deployment: Cross-check invoicing against work deployment to ensure consistency and accuracy in billing.
• Client Data Management: Ensure the accuracy of client data across multiple platforms, including Xero, Karbon, and others.
• SLA Management: Handle the renewal and amendment processes for Service Level Agreements (SLAs), ensuring they reflect the current scope of work.

1. Offboarding Process:

• Client Offboarding: Manage the client offboarding process, ensuring all steps are completed and communicated effectively with relevant stakeholders.
• Termination interviews: conduct interviews with clients who are terminating to find out where we can improve and why they are leaving. Accurately populate and capture results for reporting purposes.

1. Staff Onboarding & Offboarding:

• Employee Lifecycle Management: Support the onboarding and offboarding processes for staff members, ensuring a smooth transition in and out of the firm.

1. Ad Hoc Administrative work:

• Administration: Perform ad hoc administrative tasks as needed to support the finance and other teams.

1. Billable Work:

• Administrative Support for FM/CFO Retainers: Assist with the administrative aspects of Financial Management (FM) and Chief Financial Officer (CFO) retainers, ensuring all documentation and processes are up to date.

• 3-5 years of experience in an administrative coordinating role within a professional services firm.
• Project management or administration skills.
• Strong data and numerical skills.
• Attention to Detail: Ensures accuracy in all aspects of work, particularly in client proposals, data management, and invoicing.
• Client Focus: Understands and responds to client needs with professionalism and efficiency.
• Process Management: Ability to streamline and improve business processes to enhance operational efficiency.
• Team Collaboration: Works effectively with multiple teams across the firm to ensure smooth operations and client satisfaction.
• Excellent communication and interpersonal skills.

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