People Untapped is a rapidly growing Learning & Development consultancy operating globally, with a focus on executive coaching, team facilitation, and consultancy. Established in 2011, we
are proud to be an employee-owned company, providing our team with a stake in the business and offering tax-free bonuses based on performance. We work with a wide range of clients, from
large corporations to start-ups, across diverse industries.
Role Summary:
The Finance Executive will act as the main point of contact in accounts ensuring the overall efficient and smooth functioning of the accounts payable and accounts receivable processes and
compliance. It’s a critical role to ensure we manage our money, pay people on time, and give our clients a seamless experience of the financial side of our business.
Role and Responsibilities:
Accounts receivable
- Central point of contact for all Accounts queries.
- Raise and send the majority of invoices for all clients, including quotes and credit notes where needed. This includes using both Xero and other electronic invoicing systems as needed by clients (e.g. Tungsten, Coupa, EBate and Transcepta) and ensure updates are noted and actioned. Verify invoices have been received.
- Ensure new Purchase Orders are requested from clients in advance to avoid billing delays, monitoring invoicing against more complex POs to ensure cover
- Complete new vendor registrations
- Follow up on outstanding invoices within one week of due by date, making a note on Xero system for likely payment dates to manage healthy cash flow
- Involve the Client Account Manager/Director on any long overdue outstanding payments, escalating to leadership where support required.
- Ensure correct codes, statuses and PO numbers are being used in the pulses and subitems of the Monday.com forecasting board for accurate Xero reporting.
- Responsible for acting as the interface between the Operations team and finance for all client billing details and associate billing details
- Support the year-end preparation, closing and identification of accruals / pre-payments adjustments, re-setting systems for the year ahead
Accounts payable
- When associate (freelance trainers/coaches) invoices are received check off amounts compared to Confirmation of Bookings (like a PO) to ensure the expected costs are received, working closely alongside Bookkeeper to verify all inbound costs
- Raise queries where needed or where details are missing
- Ensure where relevant travel and other expenses are noted and added to client bills.
- Follow up on associate invoices not received with 2 months.
The Person:
The ideal mix:
- Strong organisational skills with the ability to manage multiple tasks independently and with attention to detail.
- Qualified in accounting processes, ideally with AAT qualification
- Experience working in a similar sized business
- Highly IT literate and confident with Microsoft Office particularly Excel, as well as the ability and openness to learn how to use the specific systems and apps we use extensively in our work– e.g. Slack, Xero, Monday.com
- Excellent communication and relationship-building skills to engage with clients and team members.
- Proactive, flexible approach to all activities, willing to offer creative solutions to problems.
- Cultural awareness and understanding of global business environments.
- Flexibility in working hours to accommodate different time zones.
Terms:
- Permanent contract
- Salary/Hourly Rate – from £32-35k FTE (£17-18 per hour) depending on experience, with pension contributions, life assurance, Medicash, holiday pay and EOT bonus (depending on business performance).
- Hours spread over at least 3-4 days per week – variable and flexible hours which may include very occasional evening/weekend working
- Company contribution to NEST pension plan
- 5.8 weeks holiday (including public holidays)
- 20 hours development time per year
Location: Work from home, with occasional meetings usually around Surrey. We currently meet as a whole team face to face 4 times per year, with ad-hoc other meetings in smaller groups as needed
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