TeamUp
\ \ This is a full-time independent contractor role . Candidates must be able to commit exclusively to this position and not engage in part-time or freelance work once hired .\ \ Are you a proactive communicator who enjoys building strong client relationships while keeping processes organised and running smoothly? Do you thrive on staying one step ahead, coordinating multiple priorities, and supporting both clients and internal teams with confidence and attention to detail? If you're naturally organised, tech-savvy, and eager to combine client success with finance administration, this opportunity is tailor-made for you! WHAT’S IN IT FOR YOU? Competitive compensation package tailored to your experience and expertise; Discretionary Year-End Bonus rewarding your hard work and dedication; Enjoy a generous 22 PTO credits, covering vacations, sick leaves, and holidays; Potential health insurance allowance depending on 6 months probation performance Mid-shift schedule, Mon-Thurs 2PM to 10PM PHT, Fri 10AM-6PM PHT, offering seamless collaboration with the team and clients; Embrace the convenience of remote work - operate from the comfort of your home; Secure a full-time role as an Independent Contractor, with no BPO involvement; Unlock a fulfilling career path with ample learning opportunities; Exciting, relationship-based company that genuinely cares about its people and clients; Join a company that values balance, growth, and meaningful work where your ideas matter, your development is supported, and your contributions shape the future of their Outsourced Accounting Team. With our client, autonomy, collaboration, and continuous learning go hand in hand with delivering excellence for clients who are making an impact! CLIENT BACKGROUND Our client is a small but ambitious finance consulting firm based in Belfast, United Kingdom. They help businesses achieve financial stability, sustainable growth, and successful exits within a 3 to 5 year horizon not through unnecessary complexity, but by delivering clarity, operational rigor, and sharp strategic financial guidance. Their culture is grounded in bold thinking, mutual trust, and decisive action. They move quickly, value proactive collaboration, and are constantly refining how they operate for better results. Importantly, they are selective about whom they work with, partnering only with driven business owners committed to scaling their companies. Their promise is clear: their expertise and insight will guide these founders to their goals. With a hands-on approach, they act as true business partners, fully present, accountable, and invested in the journey of growth alongside their clients. Role Overview Our client is seeking a Client Success & Finance Administration Associate to support their day-to-day Outsourced Finance Services. This role involves owning key Company systems and software relationships, serving as the first line support for clients with additional account management duties, and providing both internal and client-facing reporting and administrative support. This position is ideal for someone with strong administrative experience, preferably within a commercial finance or accounting environment. While the successful candidate does not need to be a qualified accountant, they should have a solid understanding of basic accounting principles and terminology, be familiar with finance-related processes, and be comfortable managing client follow-ups while working across multiple systems. The successful candidate will play a key role in ensuring our client's Outsourced Finance Services are delivered efficiently, professionally, accurately, and in a timely manner, contributing to a high standard of service for all clients. Duties AND RESPONSIBILITIES: Client Success & Communication Serve as the primary point of contact for clients, providing professional, timely, and responsive communication. Coordinate client onboarding, document collection, and follow up on outstanding information to ensure work progresses smoothly. Manage client communications across finance, reporting, and operational matters, responding to enquiries and escalating issues where appropriate. Attend client meetings, prepare meeting notes, and coordinate post-meeting actions with clients and internal stakeholders to ensure timely follow-through. Receivables & Finance Administration Support receivables administration by monitoring outstanding invoices, issuing payment reminders, responding to payment-related enquiries, and tracking collection progress. Assist in preparing client cash flow reports, dashboards, and other reporting required for client meetings. Provide bookkeeping and payroll administration support by coordinating documentation, following up on outstanding information, and assisting the accounting team with day-to-day administrative activities. Reporting & Workflow Coordination Assist with CFO reporting, ad hoc data analysis, retrieve key data points from Company software and systems, and the preparation and maintenance of client reports and online dashboards. Convert meeting discussions into clear action items and maintain workflows, deadlines, and follow-ups within Karbon. Monitor workflow progress, identify delays or blockers, and coordinate with internal teams to ensure tasks are completed accurately and on time. Systems & Process Administration Learn and confidently use systems including Xero, Karbon, Google Workspace, Microsoft Excel, and Google Sheets. Support the administration of key finance systems, including Hubdoc, Futrli Advisor, Modulr, Nest, People's Pension, and Charlie HR. Maintain internal processes, dashboards, task lists, and workflow trackers while identifying opportunities to improve administrative efficiency. Qualifications Minimum 4–5 years of relevant experience in a client-facing administrative role, preferably within an accounting, bookkeeping, finance, or professional services environment. Experience in finance administration, accounting administration, bookkeeping support, client success, executive assistance, operations administration, or a similar role. Basic understanding of bookkeeping processes, accounting principles, and finance terminology. A formal accounting qualification is not required, but previous exposure to finance or bookkeeping is highly preferred. Confident in communicating professionally with clients, including managing follow-ups, payment reminders, and general client enquiries. Excellent written and verbal communication skills with the ability to build positive client relationships. Highly organised with exceptional attention to detail and the ability to manage multiple priorities, deadlines, and follow-ups simultaneously. Proactive, dependable, and able to work independently while taking ownership of tasks from start to completion. Strong analytical and problem-solving skills with the ability to identify issues and help keep workflows moving efficiently. Comfortable learning and working across multiple systems, with experience using Google Workspace required. Experience with Xero and Karbon is highly desirable. Previous experience supporting international clients is preferred. UK accounting experience is advantageous but not essential. Comfortable working remotely as part of a collaborative and distributed team. PREFERRED SYSTEMS EXPERIENCE Experience with any of the following, or equivalent, is not essential, but would be desirable: Accounting & finance platforms: Xero, Hubdoc, Futrli Advisor, and Modulr Workflow & collaboration tools: Karbon, Google Workspace, Microsoft Excel, and Google Sheets Client communication, inbox management, and task/workflow management platforms ADDITIONAL REQUIREMENTS Personal equipment (laptop or desktop computer) Reliable, stable and high-speed internet A dedicated, private workspace that is free from distractions, ensuring confidentiality and optimal focus on tasks. DESCRIPTION OF IDEAL CANDIDATE Client-Focused & Professional: You enjoy building positive relationships and delivering exceptional service through clear, timely, and professional communication. Whether onboarding clients, following up on documents or payments, or coordinating next steps, you create a positive experience while keeping work moving forward. Collaborative & Growth-Oriented: You thrive in a collaborative remote environment, communicate effectively with colleagues, and enjoy contributing to the success of the wider team. You're open to learning, embrace feedback, and take pride in delivering dependable support that others can rely on. Finance-Aware Administrator: You have a solid understanding of bookkeeping processes, accounting terminology, and finance-related administration. While you're not expected to be a technical accountant, you're comfortable supporting reporting, document management, receivables administration, and finance workflows with accuracy and professionalism. Highly Organised & Detail-Oriented: You naturally bring structure to busy workloads, balancing multiple priorities, deadlines, and follow-ups without losing attention to detail. You take pride in producing accurate work and ensuring nothing slips through the cracks. Proactive & Reliable: You take ownership of your responsibilities from start to finish. Rather than waiting for direction, you anticipate what needs to be done, follow through on commitments, and proactively resolve issues to keep clients and internal teams on track. Tech-Savvy & Adaptable: You enjoy learning new systems and can quickly become confident using business applications and workflow platforms. You're comfortable working across multiple tools and continuously look for ways to improve efficiency and streamline processes. Are you the Client Success & Finance Administration Associate we’re looking for? Apply now to join our team and make a meaningful impact!
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