• Support the Adviser by dealing effectively with day-to-day business
• Operate and maintain (as directed) effective systems, processes and procedures that enable the Adviser to optimize client meetings
• Support the Adviser in tracking compliance, regulatory and legislative requirements
• Communicate effectively within the Practice, to clients and third parties
• Ensure that all outstanding commissions are dealt with in a timely manner
• Ensure (as directed) that all office stationary and equipment is of sufficient quality, quantity and up-to-date
• Support the Adviser to ensure that the end to end business process is adhered to and tracked efficiently in line with the regulatory standards of the business and all relevant external bodies.
• Support the Adviser to ensure all relevant information required for writing the client report is available
• Maintain accurate and up to date client information
• Support the Adviser in establishing and maintaining effective relationships with business assurance/management
• Support the Practice Manager with and contribute to any relevant projects
• Support the Adviser in gaining new prospects and clients
• Support the Practice Manager/Adviser to achieve Practice goals and objectives
• Support the Adviser in developing client relationships and referrals, service existing clients, and assist in building new relationships
• Achieve daily and quarterly goals and satisfy the priorities agreed with the Practice Manager
• Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
• Attend and contribute to regular update meetings with the Practice Manager/Adviser

Skills: Business Process Support, Compliance Tracking, Effective Communication, Commission Management, Office Equipment Maintenance, Client Information Management, Relationship Building, Project Participation

• Monitor and chase rental payments to ensure prompt payments
• Use of Property Administration Management Database
• Liaise with clients and professional connections regarding rental queries
• Ensure compliance with HMRC, legislative and internal procedures
• Ensure compliance with FCA regulations, Anti Money Laundering requirements and TCF
• Awareness of and compliance with Data Protection issues
• Deal with telephone/email enquiries from clients and providers
• Sort, distribute and scan incoming post, and organize and send outgoing post.
• Submit, chase and update back office software (Intelligent Office) for new business applications, including online mortgage, protection, pension, and investment cases.
• Assist advisers in managing client reviews and the production of Portfolio Reports.
• Develop alternative proposals and advice for the Regional Director and the Regional Leadership Team concerning long-term funding goals and the impacts on Regional activities including unexpected decreases in science program funding resulting from increases in shared program costs
• Increases to bureau cost distributions, unplanned expenditures, decreases to operating expenses.
• Provides expert advice on the transition of financial management responsibilities from the mission area to the Region as a result of the realignment of centers and also building the financial management competencies for the science center directors and administrative staff.
• Provides oversight on all financial management activities within the Region through financial reviews, audits, and center financial health reviews completed internally and as part of USGS center health reviews.
• Serves as the Region representative on USGS financial management teams that develop and implement training, guidance, and policy on financial operations and center health including development of mock allocation to assess local impacts and reviewing Tableau visualizations with center directors and staff to identify potential long-term implications.
• Managing and supervising the financial management, budget, and administrative support staff in the Region.
• Identifies facility and acquisition issues and/ or problems and provides leadership in the development of strategies, options, and solutions.

Skills: Rental Payment Monitoring, Property Database Management, Client Liaison, Regulatory Compliance, Data Protection Compliance, Communication Handling, Back Office Software Management, Financial Advisory Support

• Review all documentation to ensure that the correct level of authority has authorized the document
• Accurately prepare quotes for submission to the Facilities Manager
• Ensure that vendors receive purchase orders (PO's)
• Process all submitted vendor invoicing for payment (Large volume)
• Ensure that all supporting documentation is provided by vendors
• Follow up with vendors for all outstanding invoices
• Provide vendors with proof of payments
• Capture reports using MS Excel
• Accurately record all approved quotes as per the job performed
• Accurately record all quote/invoice submissions to the finance support area
• Accurately record all processed invoices as per the job performed
• Reconcile bi-weekly jobs completed with quotes/invoices received and report to the Facilities Manager
• Reconcile monthly processed invoices with payments affected
• Investigate and resolve any outstanding queries
• Maintain an accurate vendor/supplier database
• Load all new vendors/suppliers on the procurement system

Skills: Documentation Review, Quote Preparation, Purchase Order Management, Invoice Processing, Documentation Verification, Payment Reconciliation, Data Analysis, Vendor Database Management

• Work with key leadership in preparing detailed annual budgets and forecasts with a focus on key cost components such as hardware, software licenses and maintenance, and labor. 
• Perform monthly variance to budget analysis.
• Maintain key vendor relationships and coordinate purchases in line with budget assumptions to ensure appropriate operating expenses and applicable depreciation schedules.
• Create and manage project budgets for strategic IT and product development projects. 
• Perform monthly variance analysis for use in executive presentations.
• Provide ad-hoc analysis and assignments as dictated by the needs of the finance team and the IT organization.
• Liaise with Ent Finance Department regarding all IT Generated invoicing for purchases and service agreements.
• Maintain existing vendor relations with regards to invoicing/submission of purchase orders/clarification and resolution for order variance, provide detailed.
• Track year-over-year changes in pricing relative to growth and contract terms, provide appropriate forecasting and provide input to the budgeting process accordingly.
• Ensure integration of IT procurement with Asset Tracking / Inventory control logs.
• Assist senior Technology leadership with other activities and planning such as significant events, leadership meetings, department activities, etc.

Skills: Budget Preparation, Variance Analysis, Vendor Relationship Management, Project Budget Management, Executive Reporting, Financial Analysis, IT Procurement Integration, Asset Tracking Coordination

• Meeting with customers and working on financing contracts in the sale of a vehicle, as well as, additional products and services
• Review all deals and make sure the dealership is in compliance with state and federal regulations
• Prepare, verify, and process invoices and coding payment documents
• Review daily all dealership contracts in transit reports and follow up 
• Generate weekly and quarterly sales reports
• Provide administrative support in order to ensure effective and efficient office operations
• Perform a range of routine financial transactions generally in the areas of accounts payable, payroll, and travel.
• Review and analyze various, less complex General Ledger accounts and update information to ensure accuracy.
• Under direction, establishes commitments and obligations and periodically revalidates them within established guidelines and procedures.
• Researches financial regulations and data within financial systems to resolve standard financial problems and issues.

Skills: Customer Engagement, Regulatory Compliance, Invoice Processing, Contract Management, Sales Reporting, Administrative Support, Financial Transactions Handling, General Ledger Analysis

• Performs a variety of routine and some non-routine clerical/accounting functions in accordance with standard procedures in one or more of the following areas: general accounting, fixed assets, accounts payable, accounts receivable, credit and/or collections.
• Preparation of reconciliations of Accounts and adjustment journals
• Participating in process improvement initiatives across the business.
• Regularly communicate and collaborate with internal stakeholders to solve issues
• Support & coordinate with Internal/external auditor such as Statutory, Tax and VAT audit.
• Ensure all sales invoices are raised correctly
• Issue statements in PDF and Excel format
• Prepare supplier payment run
• Chase resolution of invoices held for payment
• Balance sheet reconciliations and chasing of overdue debts
• Update the ledger with new suppliers and amend existing supplier details
• Redmine Contract Tracking (Monitoring and checking contract adjustment invoicing, following up on open items, updating open items and resolving queries on a daily basis).
• Preparation of monthly Payroll submissions and monthly Payroll journals for management reporting
• Raising purchase orders (based on approvals obtained) and performing creditor reconciliations
• Capturing all receipts and payments on a daily basis, and performing the bank reconciliation on a monthly basis
• Maintenance of financial data to ensure that information is accurate and immediately available when required, including fixed assets and stock
• Reviewing all current customer contracts, advising management of contracts that are expiring/expired, engaging with the relevant parties to obtain updated contract paperwork and reporting feedback to management.
• Assist with other accounting projects delegated by the Management Accountant

Skills: Clerical Accounting, Process Improvement, Stakeholder Collaboration, Audit Coordination, Invoice Management, Balance Sheet Reconciliation, Payroll Processing, Financial Data Maintenance

• Keep records of all financial transactions using Xero software, and reconcile with bank statements
• Process supplier invoices, raise customer invoices and ensure timely payment for services, including membership subscriptions
• Manage relationships with the bank, HMRC and Payroll provider on financial and HR issues
• Work with Treasurer and Interim Executive Officer (IEO) to maintain records of spending across core budget and restricted funds
• Liaise with the Treasurer to produce the quarterly financial report for the Board
• Support auditors and Treasurer in the production of annual accounts
• Submit annual audited accounts to Companies House and Charities Commission
• Support Trustees with grant applications and administration
• Act as first point of contact for enquiries
• Maintain policies and policy review dates
• Maintain and update the websites and social media (inc Facebook, Twitter, Instagram etc)
• Maintain contacts and mailing lists and produce the member newsletter.
• Maintain electronic filing systems (eg Dropbox)
• Manage papers for meetings of the Board, Council and Committees
• Take minutes of Board, Council and Committee meetings
• Provide logistical support for events, meetings and conferences (face-to-face and online)
• Work with legal advisers to administer the appointments and resignation of Directors/Trustees with Companies' House and the Charity Commission
• Maintain the website, email accounts and any online/electronic storage
• Issue invoices to schools and collect payments and process payments to suppliers (Project Manager and Assessors) and manage reporting to funders

Skills: Financial Record Keeping, Invoice Management, Stakeholder Relations, Financial Reporting, Audit Support, Grant Administration, Digital Content Management, Event Coordination

• Process daily accounts payable activities (booking invoices, employee expenses and vendor master data creation) or receivable activities (collecting overdue invoices, processing incoming payments, creating customers, products, sales orders and invoices)
• Act as business partners with the sales team, review and act promptly on all accounts payable/receivable balances, and escalate issues promptly
• Oversee & coordinate month-end, quarterly and yearly close
• Assist in internal and external financial audits, and ensure compliance with internal controls, procedures and policies
• Communicate regularly with the manager to notify any potential issues, including but not limited to those relating to own job, or those relating to the vendor
• Perform data analysis and prepare reports
• Costing and pricing for government contracts.
• Calculates cost center rates and overhead rates based on the corporate cost model.
• Creates scenario cost models for future/strategic planning purposes.
• Regularly reviews and validates standard cost rates.
• Annually plans internal cost allocations and maintains actual cost assessment cycles.
• Continuous improvement-oriented and highly self-motivated.

Skills: Accounts Payable Management, Accounts Receivable Management, Financial Closing Coordination, Audit Support, Compliance Management, Data Analysis, Cost Modeling, Continuous Improvement Initiatives

• Support the operational managers to maintain work in progress and debt profile
• Support the operational managers to understand customer profitability
• Raise sales invoices in accordance with company policies and Sarbanes Oxley requirements
• Help maintain the purchase order system
• Input time sheets onto the relevant systems.
• Produce quotations in the required format and in line with the agreed process
• Uploading information to the client's systems 
• Updating the client CAFM system as required in a timely manner
• Liaison with the operations team from engineer to director level.
• Covering other team members' annual leave and sickness
• Compiling absence returns in a timely and accurate manner
• Carry out other general administration duties as required from time to time
• Ensure that the Company is presented in a good light at all times.
• Follow Company administration procedures.
• Carry out any other reasonable instruction from the line manager, line managers or member of the senior management team
• Co-operate with the company to allow it to fulfill its moral and legal duties and obligations.

Skills: Profitability Analysis, Invoice Management, Purchase Order Maintenance, Time Sheet Entry, Quotation Preparation, Information Uploading, CAFM System Updating, General Administration

• Experience in financial administration or equivalent combination of education and experience where similar knowledge, skills and abilities may be acquired.
• Financial, budgeting and/or preparing account reconciliations or financial statements along with financial analysis experience.
• Excellent computer skills including proficiency in the use of spreadsheets, database and word processing software.
• Strong understanding of financial reporting.
• Knowledge of NU Financials, NU Plans, Excel
• Excellent understanding of the purchase and invoicing process
• Fluent in both Dutch and English.
• Hands-on experience with a world-class ERP system-MS Dynamics
• High level of proficiency with the Microsoft Office suite, especially Excel
• Eye for detail, accuracy and speed of data entry are imperative
• Possesses excellent organizational skills and follow-through
• Excellent negotiation and problem solving skills to influence all levels of stakeholders

Qualifications: BA in Economics with 7 Years of Experience

• Full project lifecycle and workday implementation experience
• Experience leading integration design, and business process design
• Strong understanding of ERP Systems, concepts, and touch points across various modules.
• Understanding Finance business processes and creating basic reporting 
• Strong verbal and written communication skills to interact with Finance and HCM customers
• Ability to accurately collect information in order to understand and assess the users’ needs and situation
• Ability to prioritize workload and provide timely follow-up and resolution
• Ability to work effectively in a fast-paced environment and handle multiple projects simultaneously
• Experience working with Workday HCM or Finance and/or EIBs/Integrations
• Exposure to Web Services, EDI, XML, XSLT, Java, or .Net integration technologies
• Experience solving configuration and integration issues through root-cause analysis, deep understanding of cross-stream and down-stream impacts
• Strong understanding of how integrations work with workday core business processes 
• Excellent communication, collaboration, and teamwork skills.
• Strong written skills to accommodate quality technical documentation

Qualifications: BA in Accounting with 2 Years of Experience

• Experience in a finance/project administration role
• Good knowledge of Microsoft Office computer programs (Word, Excel, and Outlook)
• Intermediate/Advanced Microsoft Excel skills
• Tech savvy, familiar with Power BI 
• Excellent analytical and team collaboration skills
• Excellent written and verbal communication skills
• Excellent time management, tasks prioritization and attention to detail
• Strong ability to adapt quickly to changing requirements/requests from the business
• Academic background in accounting/bookkeeping/project management or administration
• Good working knowledge of relevant Financial Products (e.g. Pensions, Protection Products, Trusts and Investment Wrappers)
• Good knowledge of current market conditions
• Familiarity with the advice and investment management systems used on a day-to-day basis 
• A thorough understanding of financial advice processes and procedures

Qualifications: BA in Business Administration with 2 Years of Experience

• Experience in working within the financial services industry
• Experience in effectively communicating with third party providers to understand and elicit the data necessary for Paraplanners to produce high quality Advice Reports
• Experience working in Financial/Wealth Planning focused teams together with Planners, Associates, Administration and third party providers
• Experience in new business and policy servicing administration
• Has the experience and confidence to deal with queries from stakeholders
• Professional attitude and presentation
• Desire, commitment and ability to be a team player
• Strong organization and prioritizing skills
• Strong listening and effective written and oral communication skills
• Strong analytical and process skills
• Strong IT skills to include MS Excel
• Ability to manage time effectively and demonstrate an analytical approach

Qualifications: BA in Finance with 4 Years of Experience

• Solid working knowledge of MS Office including Word, Excel, and Outlook and ability to troubleshoot minor computer problems.
• Superior skills in working with numbers, detail orientated.
• Excellent organizational skills with the ability to multi-task.
• Ability to complete work in a timely manner with accuracy and attention to detail.
• Ability to work independently with minimum supervision.
• Good judgment and ability to prioritize assignments.
• Ability to work under pressure and maintain a calm focus during hectic periods.
• Understanding of the programs and services provided by the Company.
• Ability to exhibit a professional attitude and image with a commitment to quality service.
• Excellent interpersonal, oral, and written communication skills
• Ability to effectively communicate and interact with all individuals with integrity, empathy and sincerity.
• A positive attitude and customer-focused approach.

Qualifications: BA in Management with 6 Years of Experience

• Experience with AFAS 
• Fluency in Dutch and English 
• Accurate, analytical and have perfect communication skills
• Ability to work as part of a team as well as independently
• Affinity for developing internal control, policies and procedures
• Experience with the monthly closing process 
• Experience with AFAS change projects, Insite, workflows and settings 
• Sound analytic proficiency and well-developed skills in prioritizing, time management
• Experience with Microsoft Excel and Word
• Client-focused with strong customer service skills.
• Able to work under pressure

Qualifications: BA in Economics with 4 Years of Experience

• Proficiency in Microsoft Office applications with an emphasis on Excel.
• Ability to manage multiple priorities and meet deadlines within a fast-paced environment.
• Self-starter with the ability to be proactive and follow through on projects independently.
• Detail oriented with consistently accurate and timely delivery of work.
• Demonstrated commitment to diversity, equity, and inclusion. 
• Understanding of bookkeeping and admin/documentation. 
• Understanding of Capex and Opex, Accruals, POs, invoices and how to review contracts
• Excellent interpersonal skills & ability to multitask.
• A 'can do' attitude to work and enthusiasm to take on tasks 
• Good level of administrative skills
• Ability to liaise confidently with staff at all levels, both internally and externally
• Ability to work as part of a team

Qualifications: BA in Accounting with 7 Years of Experience

• Skilled in the construction and delivery of effective presentations to audiences with wide-ranging backgrounds
• Experience in problem-solving through statistical analysis or with large data sets is highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
• Prior experience in Spreadsheet and ERP system
• Proficiency with Business Intelligence (BI) reporting tools 
• Strong problem-solving and analytical skills
• Maintain Spreadsheets experience highly 
• Strong familiarity with Prepare Reports
• Comprehensive knowledge of filing
• Excellent written, verbal and social communication skills
• Good level of IT skills with emphasis on Excel
• A Team Player with a can-do attitude.
• Strong client service ethic and attention to detail.

Qualifications: BA in Business Administration with 5 Years of Experience

• Knowledge of accounting and financial management and experience administering a variety of funds and preparing detailed budgets.
• Familiarity with granting agency regulations and knowledge of McGill fund types (or other Universities), including experience working with research grants.
• Service-oriented with excellent customer service skills. 
• Proven ability to effectively communicate and interact with various levels of administrative staff and academics. 
• Proficiency with computerized applications including spreadsheets, databases, word-processing software, Banner FIS, Crystal reports. 
• Excellent analytical and problem-solving skills.
• Demonstrated organizational skills, and ability to multi-task, prioritize and meet deadlines. 
• Ability to work autonomously and as part of a team with the ability to train staff. 
• Proven success in facilitating and maintaining strong, consistent, and positive communications, oral and written in both English and French.
• Ability to understand policy and controls around the release of client/resident information.
• Ability to operate related equipment including the use of applicable software applications at an intermediate level.
• Self-motivated to work and learn. 

Qualifications: BA in Finance with 3 Years of Experience