Finance Project Executive

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Location: The jobholder is required to be located at Inizio Healthcare Headquarters, Ashby de la Zouch

Job Purpose/Overview: To provide finance support to Inizio Engage, supporting all project finance executives within day-to-day tasks.

• To deal with telephone enquiries from clients, staff, and external suppliers
• Balance sheet reconciliations including expense control and other debtors
• General ledger journals and project adjustments
• Preparing and posting monthly expense accruals
• Prepare fleet retention payments to be sent out as required
• Prepare the monthly bonus load for the Finance Director
• Monthly bonus journal and revenue adjustments
• Initiate expenses payment within agreed timelines using Concur Pay
• Issuing and cancelling corporate cards and cash floats
• Attending and contributing to team meetings

• Responsible for looking after the finance function for allocated project/sales team(s) including:
• Raising sales fee invoices/credit notes, pass through invoices and bonus invoices to clients
• Balancing pass-through revenue to cost for allocated projects monthly
• Reconciling accrued and deferred income for allocated projects monthly
• Processing employee expenses (involves various sub-tasks) and logging on to relevant systems (Concur)
• Providing feedback to Project managers on any financial issues/successes
• Issuing financial reports for project managers including the tracking and monitoring of corporate card arrears
• Project and contract billing setups within the system

• Level 3 AAT or studying towards level 4
• Minimum of one year's experience of finance services