Finance Assistant & Renewals Specialist

Location

Hybrid worker/Cheadle

Reports to

Financial Director

Job Purpose

Overall day to day support for the Finance team with particular focus on contract renewals and dealing with queries from the customer base during the renewals process. Identify upsell opportunities and liaise with the Account Management/New Business teams on the quoting and closing of those opportunities. This role requires strong operational ability in process and procedures and experience in applying successful change and continuous improvement to existing practices.

Key Responsibilities

Provide ad-hoc support to the Finance department with regards to invoicing, sales order processing, credit control and reporting.
Renewal of recurring SaaS & Support contracts in line with the contract period in a timely and efficient manner to aid cash flow, forecasting and revenue recognition.
Provide and maintain accurate financial reports and analysis in respect of the ever changing recurring contract base.
Ensure timely response of the customer queries in order to enable the contract renewal to be closed prior to expiration.
Respond to complex or high priority internal inquiries regarding SaaS & Support pricing and contracts.
Ensure that contract databases are updated with the relevant information to allow for a full transparent contract management dashboard.
Liaise with Sales, Legal and Finance as appropriate in order to collect relevant information pertaining to the query in hand.
Work with Sales to determine additional support revenue opportunities.
Liaise with third party legal functions for clarity on contract position and legal standing.

Person Profile

Confident in working within a fast paced financial environment.
Previous experience in a similar role would be advantageous. Thorough understanding of contracts, along with a proficiency in using spreadsheets and word processing software are required.
Highly effective verbal and written communication skills, tact and diplomacy in dealing with sensitive customer issues are required. Attention to detail, excellent organisational skills and exceptional ability to meet commitments and deadlines are also necessary.
Work on a wide range of contract problems of diverse scope and complexity where analysis of data and/or situations requires evaluation of many variables.
Exercise sound business judgment within generally defined guidelines and policies when resolving issues and maintain a balance between customer satisfaction and the business requirements of the department.
Independently make decisions within generally defined corporate policies.
Provide information, assistance and recommendations that are used in the management decision-making process.

Act as liaison between department, functional areas and/or customers.