Property Finance Assistant

Role Overview:

To provide support to the Property Finance team, including all aspects of record maintenance, utilities, service charge, business rates and general reporting across the Group property portfolio.

Key Duties & Responsibilities

• Budget v Actual reporting

– processing and checking purchase orders and invoices to ensure correct coding,

– updating budget v actuals with group income and costs,

– assisting with compiling reports for the property teams

• Service Charge

– processing and checking purchase orders and invoices to ensure correct coding,

– updating budget v actuals with all group costs,

– communicating under/overspend to the property teams,

– running monthly and quarterly cost and income routines,

– reconciliation reports,

– producing expenditure reports for audit and responding to audit queries,

• Utilities

– producing recharge sheets and uploading charge information into the database to enable the billing team to generate tenant invoices,

– collating online energy data and invoices to monitor spend, updating reports for the property teams and communicating areas of concern,

• Maintain business rates records including:-

– checking council demands, reconciling to the property system to ensure the correct liability is being charged in accordance with tenant leases,

– assisting the property teams ensure vacant unit costs are kept to a minimum.

Qualifications & Experience Required

• Strong working knowledge of Microsoft Office packages: Excel; Outlook; Word
• Knowledge of Microsoft Power BI beneficial
• High attention to detail
• Strong communication skills
• Excellent organisational skills
• Ability to work under pressure to deadlines
• Ability to work as an effective team member
• Qualified to AAT level 2 or equivalent