Job Description
We’re looking for a proactive and detail-oriented individual to join our team in Salisbury or London. In this role, you will support the PMS Business & Finance Support Manager and wider team to ensure the smooth running and optimisation of our Practice Management System (PMS).
Working collaboratively across the business, you’ll play a key role in maintaining accurate financial data, supporting reporting processes, and ensuring system usage aligns with internal policies and regulatory standards.
Responsibilities
- Support the day-to-day operations of the PMS Business Support team, including coordinating meetings, preparing agendas, and documenting processes and procedures
- Produce and coordinate management information and reporting as required
- Assist in reducing aged Work in Progress (WIP) balances across the firm
- Monitor and report on Partner and senior staff leavers, ensuring client and engagement reallocations are completed seamlessly
- Provide support for audits by preparing and supplying relevant data and documentation
- Assist with month-end processes, including chasing outstanding approvals and draft bills
- Respond to data and reporting requests from the wider business using Excel and Power BI
- Manage the e-billing inbox, resolving any issues to ensure timely and accurate billing to clients
- Support KPI tracking and service level reporting using ServiceNow data
Qualifications
- Previous experience within a professional services or financial services environment, or a similar commercial environment
- Strong organisational skills with the ability to prioritise tasks in a fast-paced environment
- Good understanding of management accounting principles
- High level of attention to detail with a focus on accuracy and quality
- The ability to work independently and manage workload efficiently
- A level or equivalent qualifications
Desired
- Strong Excel skills; experience with Power BI is desirable (training can be provided)
- Experience with STAR PMS is advantageous but not essential
Additional Information
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Cycle to work scheme
- Season ticket loan
- Eye care support
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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