[Hiring] Finance Executive @Optimal Group

Role Description

The Finance Executive plays a pivotal role within Optimal, ensuring the financial health and stability of the business through accurate reporting, effective cost control, and strong financial governance. They are responsible for managing day-to-day financial operations including:

• Budgeting
• Forecasting
• Cash flow management
• Invoicing
• Reconciliations

While supporting strategic decision-making with clear and timely financial insights. Working closely with senior leadership, suppliers, and clients, the Finance Executive helps maintain profitability, improve financial processes, and ensure compliance with regulatory requirements. Their contribution is essential in supporting sustainable growth, protecting margins, and strengthening the company’s overall financial performance.

Qualifications

• Experience working within a property maintenance company (desired)
• Experience using the whole of Microsoft 365 (Outlook, Teams and To-do tasks)
• Analytical mindset with the ability to assess complex issues and propose effective solutions
• Strong communication and interpersonal skills, capable of building relationships and facilitating discussions at all levels
• Ethical and principled approach to governance
• Great attention to detail
• Ability to prioritise and work under pressure
• Quick learner and proactive approach
• Highly organised
• Adaptable to the needs of the business and new technologies

Requirements

• Invoices: Quality & financial control of invoices created by invoice clerk and producing invoices based on Engineers reports. Chase any overdue invoices with clients and send monthly invoice statements to key clients
• Fleet Control: Maintain records of PCN's, pay PCN's, track mileage usage, co-ordinate services, insurances and purchasing of new fleet
• Company Cards: Check Pleo (company card) transactions, cross-referencing with our job management software and following up on any procedures not being followed by staff and engineers
• Board Support: Provide comprehensive support to the Board of Directors, including scheduling meetings, preparing agendas, compiling board packs, and ensuring timely distribution of materials
• Governance Framework: Develop, implement, and maintain governance policies and procedures to align with legal and regulatory requirements. Continuously review and update these frameworks to enhance efficiency and compliance
• Meeting Facilitation: Coordinate and facilitate board and committee meetings, ensuring that meetings run smoothly, minutes are accurately recorded, and action items are tracked and followed up on
• Communication Liaison: Serve as a liaison between the Board of Directors, senior management, and various stakeholders. Communicate important decisions, policies, and updates effectively to ensure alignment and understanding
• Mailbox Maintenance: Supporting the Finance Manager is the administration of the shared Finance inbox, including responding to clients promptly
• Supplier Invoices: Quality and financial control of invoice uploading for payments
• Continuous Improvement: Stay current with governance best practices, emerging trends, and regulatory changes. Recommend and implement improvements to enhance the governance framework

Benefits

• Full-time, Permanent position
• Remote work with the requirement of 2 screens
• Salary range: R20,000 - 28,000 per month
• UK hours: 8am - 5pm