PERSON SPECIFICATION/REQUIREMENTS

• Strong team player
• Presentable, personable and confident individual who can easily liaise with stakeholders across the business
• Self-starter with attention to detail and strong time-management skills
• Keen attention to detail
• Comfortable with high volume, fast paced environment
• The successful candidate will possess advanced Excel skills and a proven ability to effectively manipulate/analyse and work with large datasets.

ROLE PURPOSE

To assist the FM Finance Business Partner with the key financial deliverables across the FM Business by partnering with the business.

KEY RESPONSIBILITIES

• Revenue Management
• End to end Control of critical Revenue Reconciliation file
• Timely roll forward of file each month and full reconciliation of all fees raised.
• Prepare monthly overhead allocations for all regions, adhering to the FM cost model, to generate FM billings.
• Manage the process of updating the revenue master file with current SC budget amounts. Verify that billing is in line with the expected values and circulate pre-billing approval reports, as provided by Regional Operations Directors, to ensure proper billing authorisation.
• Preparation and submission of monthly revenue accruals via Smartsheet’s tool and central team tracker
• Preparation and ownership of all FM Billing, working closely with the Glasgow billing team to ensure accurate and timely invoicing
• Preparation and roll over of any month end journals.
• Update of forecast in file to ensure full year forecast is up to date.
• Maintenance of SOX related revenue gaps
• Monthly consolidation of Revenue
• Reconciliation & Data pull from TM1
• Ownership Revenue Master file
• Partnering with business leads across the UK Property Management business.
• Forecasting:
• Monthly Forecasting Review with P&L Leads
• Quarterly Global Forecast preparation (3+9, 6+6, 9+3 submissions)
• Submissions via TM1 tool
• Production of monthly reporting including staff cost breakdowns per region.
• New starter set up and Labour allocation management - Report monthly headcount to ODs.
• Annual Budget Preparation
• Preparation of Resource Management tool information Quarterly to support FM employee time tracking and to monitor client profitability
• Support Finance Business Partner with Month end deliverables & Reporting
• Assist in Coordination of Annual Bonus Retention Process
• Management of Debt Process – Ensure self-pay invoices are routed to the correct payment channels. This involves coordinating with property managers and the Glasgow billing team to verify accurate coding on the P2P system.
• Training of wider Service Line on finance related matters.
• Ad-hoc projects as necessary.