Job Description

The Operational Finance Administrator is principally responsible for assisting with operational billing, operational Finance report follow up, and financial queries. The role sits within a team supporting the Claims Solutions Group section of our business.

Main Responsibilities

• Support Claims Solutions Group fee earners in relation to financial issues arising on individual matters, forming a link between Finance and the fee earners
• Support Operations Managers with the follow up required on the following reports
• Trust Balance report – providing detailed explanations of reasons balances have arisen and advising on action required to clear
• Unbilled Disbursement- ensuring supplier costs are timeously billed to client
• Inactive Reports – ensuring reconciliation of outstanding balances and prompt closure when applicable; and
• Matter set-up Exception reports- ensuring key fields on matter set up are completed
• Collating missing data relevant to the payment of our bills – including cleansing existing data
• Assisting the Operational Finance Supervisor with task / projects as required. These may include projects relating to continuous process improvement and/ or root cause analysis etc
• Assisting the fee earners with queries on financial matters such as WIP, disbursements, billing and client account balances
• Maintaining bordereaux bills , enabling efficient billing

Required Knowledge, Skills, and Abilities

Able to work to deadlines, priorities own workload and meet conflicting demands and seek guidance and input from others where appropriate. High standard of written and oral communication skills. High standard of data accuracy and IT skills including ability to create and maintain spreadsheets – intermediate Excel skills essential. Team oriented and collegiate with a willingness to share knowledge with and support other members of the team. Excellent relationship and client handling skills. Able to deal confidently and professionally with clients on day to day issues. A high level of personal compliance with DAC Beachcroft Group protocols and procedures. Experience of using a case management system preferred. Experience of finance systems preferred. Confident in own ability and able to look for a resolution prior to escalating. Flexibility to travel to other offices (the role will ideally be based in Birmingham but could also be based in our Newport office).