Finance Relationship Manager

Location: Edinburgh, Bristol
Job Reference: 1329548
Role Grade: B4 - TLS

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About This Role

Summary of the role
Finance Leader responsible for acting as the liaison between Operations Finance and selected Clients, Operational Leads and Change & Transformation as well as providing support, oversight and advice to the relevant internal Head of Operations for all matters relating to Operations Finance.

The role holder will be the initial interaction and escalation point for all topics relevant to this role however they will be supported and guided directly by the Senior Finance Relationship Manager.

A key element of this role will be owning the Finance Utility Governance Structure ensuring all meetings are scheduled, attended appropriately and where required that inputs and outputs are promptly circulated.

The role holder will also co-ordinate the production across accounts of any key finance information that is reportable to the client externally or the internal account lead as required. 

What you'll be doing  
  • Lead the Finance Relationship for allocated clients (at least 2) implementing a proactive dedicated face to face approach to delivering a first class service to our Client’s Finance Teams including leading regular Finance Relationship Meetings, providing industry insights to our clients and devising strategic plans for improvements to Financial Operations.
  • Act as the Senior Finance SME for all Operational Finance matters relating to your allocated clients, including knowledge of their specific set-up at Diligenta and their Transformation and Change horizon but also an awareness of the intricacies, culture and challenges the client faces.
  • Co-ordinate activities across Finance Operations to ensure the highest level of customer service is provided by Operations Finance (and wider Operations) to your allocated clients both internally and externally.
  • Monitor Finance SLAs and incidents for your allocated clients taking decisive action where required.
  • Take ownership of issues relating to Finance Operations for your Client ensuring appropriate escalation,
  • communication, intervention and resolution both externally and internally.
  • Attend, as the Senior Finance Representative for your allocated clients, all key internal and external meetings including Client Relationship Meetings, Senior Leadership Team Meetings, Risk & Control

What we're looking for
  • Excellent interpersonal skills, ability to build successful relationships with internal and external
    stakeholders
  • Effective stakeholder management skills
  • Excellent communication skills with proven ability to communicate at senior levels
  • Outstanding organisational skills, ability to plan workloads and delegate tasks
  • A systematic, disciplined and analytical approach to problem solving
  •  Expert in MS Excel and Word.
  • Strong knowledge of financial services processes and regulations.
  • Strong understanding of Finance and Accounting principles, practices and compliance requirements for the UK and Ireland.
  • • 10+ years working within a finance role within a Financial Services firm.

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