Mobilisation Accountant

Oxford, England, United Kingdom

12/13/2024

Overview

Mobilisation Accountant

• CRM Students, Oxford (Head Office) - First 6 months will be office based for training
• Permanent
• 37.5 hours per week
• Monday - Friday 9am-5.30pm
• £37,500 - £40,000
  
  

Key Purpose of the role:

This role is to be a contact for onboarding and demobilising sites. To be a Client contact and the lead in obtaining any migration information required, as well as coordinating data required for any demobilising sites. To set up new bank accounts, build a good relationship with all parties, and colleagues from other departments and maintain regular contact with other mobilisation teams.

Responsibilities

Key Tasks

• To be the one of the contacts on all finance related matters on migrating sites
• To attend weekly Mobilisation meetings and to update the Mobilisation Team on account set up progress.
• To work with the Mobilisation Team and/or clients on obtaining Know Your Client (KYC) details, tax forms, company structures and any other information required in order to open client bank accounts.
• To be the first point of contact with the bank on any account opening or closing queries.
• To be the first point of contact with our Merchant and Payment Gateway providers helping to maintain key relationships and providing data as requested.
• To obtain Merchant Numbers
• To do credit card testing on Rent Café
• To obtain transfer data from the incoming Managing Agent or Seller/Purchaser
• To set up branches for the new sites within the relevant Tenancy Deposit Scheme and update Yardi
• To liaise with the Tenancy Deposit Schemes to arrange transfer and registration of deposits on sites being on boarded.
• To build the site structure within the Companies accounting package Yardi
• To ensure that all matters are followed up in a timely manner
• To attend client meetings as required
• Complete pening balances and first set of accounts
• Provide detailed handover notes to MA when site goes live, including Management Agreement specifics
• Liaise with Website and Marketing teams where required
• To be one of the contacts on all finance related matters on demobilising sites
• Stopping of Direct Debits
• Closure of bank accounts
• Closure of Merchant Numbers
• Closure of Prepaid Cards
• Ensuring all key suppliers have been paid prior to closure and final submission of funds to the client
• Communication to suppliers of handover
• To work with the Management Accountant to arrange for deposits to be transferred to either the outgoing company, the tenant or the overpaid Rent or Deposit account.
• Timely handover of site information
• Build a good relationship with external and internal parties
• Build and maintain a professional relationships with all parties involved to ensure that all expectations are met
• Liaise with clients on additional reporting as required
• Ambassador for Yugo/CRM Students
• Identify, communicate and address issues before they escalate – Internal/External
• To ensure all company policies are adhered to.
• Behave in accordance with the requirement of the company’s Health and Safety Policy
• Behave in accordance with the requirements of the General Data Protection Regulation (GDPR) and current Data Protection Policy, Staff handbook, agreed departmental behaviors/practices
  
  

Qualifications

Academic Qualifications

Educated to minimum ACCA/CIMA/ACA Part Qualified. QBE will be considered.

Experience (in Years)

Minimum of 2 years in a finance role or relevant post of similar responsibility. Minimum 6 months experience with CRM Students.

Skills

• Ability to manage workload, prioritise tasks and meet deadlines
• Accuracy and attention to detail
• Ability to analyse & interpret data
• Microsoft Excel to include V Lookups, IF Statements and Pivot Tables
• Excellent verbal and written Communication Skills
• Microsoft Word and Outlook
• Good knowledge of accounting systems – Yardi/Netsuite preferable but not essential
• Client focused
• Excellent organisational skills
• Focus on & commitment to excellence in customer service
• Identify and address issues before they escalate – Internal/External
  
  

Attributes/ Personal Characteristics

• Desire to deliver and achieve excellent standards of service
• The ability work within a team and with peers and motivate others
• Positive and Enthusiastic
• The ability to stay calm under pressure
• Self motivated/Self Starter
• Good team player
• Initiative
• Personal values which align to the departments values of Honesty, Integrity and Respect