
Client Data and Reporting Manager
- 2133
- Clayton Le Moors
- Operations
- Permanent - Full Time
- First Travel Solutions (Accrington)
We have a fantastic opportunity for a Client Data & Reporting Manager to join our team in Accrington, on a full time permanent basis.
The successful candidate will lead the Client Data and Reporting team to ensure accurate, timely and proactive management of the FTS client invoicing and reporting processes, through the continuous development of the team, documented standard operating procedures and a structured review framework of all relevant processes and systems.
Key Responsibilities
- Own and effectively manage the client invoicing and reporting requirements across all client accounts.
- Establish and manage relationships with key client contacts, to assist with a smooth invoicing process and prompt resolution of queries.
- Lead, develop and support, the Client Accounts team to ensure they have the necessary skills, knowledge, processes and systems to provide accurate on time invoicing in line with client contractual requirements.
- Oversee the taxi permits and white ticket process to ensure permits are issued, recorded, managed and charged for and that white tickets are processed efficiently to ensure supplier payments are made in a timely manner.
- Work in conjunction the First central finance teams, to produce period end accounts, manage client accruals/provisions and analysis of variances where required.
- Work with First central finance (AP) to develop and manage a robust aged debt and credit control process to ensure timely payment of client invoices.
- Develop and maintain a good knowledge of the contract terms and service level agreements for all clients, including rate cards.
- Manage the onboarding of all new clients, including credit checks and new account set up as per FTS T&Cs.
- Drive efficiency through a continuous improvement approach to review all processes, procedures and documentation.
- Root cause analysis through the handling of queries and use that data to make recommendations for business improvements.
- Work alongside the Systems team to ensure systems are fit for use and any required changes are captured through the change management process.
- Provide support the Client Account Managers and attend client contract review meetings as required.
- Support the submission of future tenders by providing data and pricing analysis relevant as required.
Skills/Experience
- Experience of leading and developing teams
- Experience of continuous improvement methodologies, with a solution focused approach
- Experience of working in a matrix organisation
- Ability to analyse and interpret complex data sets and present detailed information through dashboards and reports
- Intermediate/advanced knowledge of Microsoft excel and Power BI reporting
- Well organised with strong interpersonal and communication skills
- Knowledge of invoicing, accounting and finance processes inc. credit control
- Strong commercial awareness with exceptional attention to detail
- Experience of creating Standard Operating Procedures and process flow maps
- Rail industry/taxi industry/road transportation (desirable)
- Degree level desirable but not essential
- AAT qualifications desirable but not essential
Rewards & Benefits
- Your health is important to us which is why we offer Simply Health & Smart Health for you and your dependents at no cost to you! This offering includes cash back benefits across optical & dental as well as virtual GP appointments, mental health support and nutrition and fitness advise. Our EAP provision offers 24hr, 365 days a year mental health support
- We are also committed to your financial wellbeing, and we offer a platform with many discounts on high street brands and supermarkets etc
- Working at First you also receive discounted train travel for you and your family after 6 months service as well as a free bus pass
- Cycle to work scheme
- 25 days' holiday + bank holidays
- Pension scheme and chance to buy discounted First Group shares
- Flexible working
We put a big focus on physical and mental wellbeing at First Bus. We recognise that anyone can be affected by the stresses and strain of work, or life outside it. You'll find a range of health-promotion initiatives, and you will have 24/7 access to our confidential Employee Assistance Programme.
Public transport serves everyone, whatever their differences. At First Bus, we want to be an employer open to you, no matter what your differences are. We aspire to be an inclusive organisation because diverse backgrounds, thinking and experiences bring so many benefits to our customers, communities and people. We welcome applications from all.
Applicants are advised that background checks will be conducted as a standard part of our recruitment process.
Apply now
Thank you for submitting your details, please complete your application
Apply now
Thank you for submitting your details, please complete your application