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Financial Services Co-Ordinator

York, UK, Hybrid working available

Information Services, Financial Services

Permanent, Full time

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Phoenix enables digital transformation in the workplace, empowering UK organisations to innovate and transform with cloud and hybrid infrastructures, data, AI, security, and collaboration tools.  

We are now seeking a Financial Services Co-Ordinator who can support the finance team as we grow. 

What will you be doing:

  • Purchase Invoices – you will manage the sales invoicing within Sage, ensuring purchase invoices are processed accurately and deadlines are met. This will include chasing outstanding purchase orders, ensuring bimonthly and ad hoc payment runs are completed to pre-agreed payment terms and managing bespoke invoicing requests from customers. 
  • Query Resolution – you will be responsible for managing the queries mailbox and replying to customer returns/queries, ensuring they are followed up to completion.  
  • Operational Support – you will support all other areas of the finance team, in particular the Financial Controller and Management Accountants, maintain excellent relationships with suppliers and support objectives as defined in Phoenix’s information security policy. 

Why should you apply:

At Phoenix, our philosophy is simple – we aim to be the UK’s leading IT solution and managed service provider and that means we recognise that it’s our people who are the heart of everything we do. 

We do this by providing the encouragement, support and skill development that you need to be the very best you can be at work. We are proud of our culture, so much so that we have developed our Culture Blueprint which you can read here. 

What are we looking for? 

The right person for this role will have experience in a similar role, most likely where you focus on many areas of finance and operations. This role is not suited to those with ambitions to progress towards becoming a management accountant as this is not the intended career path. 

Key skills:

  • Ability to operate all relevant sections within Sage  
  • Excellent Microsoft Excel skills 
  • Fantastic ability to develop strong relationships and excellent interpersonal skills 
  • High attention to details with excellent analytical skills 

Practical stuff:

Where is the role based?
Primary location is our HQ in Pocklington (YO42) 

How many interviews?
Following a screen with the Recruitment Team you can expect a two- stage interview process. 

What are the benefits?
You can read about the benefits on offer here 😊 

How do I apply?
Click the apply button today or email [email protected]     

How do I apply?
Click the apply button today or email [email protected]     

Have you made it this far?

If you’re still reading, we think there’s a strong chance you might be our kind of person.
 

Here’s the thing, though — research suggests that 60% of women and underrepresented people might have already talked themselves out of applying. Even if you don’t check every box above, we want to encourage you to introduce yourself.

We believe a diversity of perspectives and experiences makes a team stronger — and the stronger our team, the more successful we will be. 

Discover more about working at #TeamPhoenix

Get to know Phoenix

We aim to be the UK’s leading IT solution and service provider with a forward-thinking approach and a friendly atmosphere.

Working for us, you’ll be given the support you need to succeed. You’ll be inspired by our achievements, recognised for your contribution, and constantly challenged to grow.

We enable digital transformation in the workplace, empowering UK organisations to innovate and transform with cloud technology, data, AI, cyber security, and collaboration tools. By understanding the individual goals of our customers, we empower UK organisations to make a difference to the lives of their employees, service users, and communities.

We are a signatory on the Race at Work Charter, actively involved in the Women in IT Network, and a Disability Confident Committed and Living Wage employer.

Image of Phoenix Software employees playing basketball at a employee event

Hybrid working for a better work/ life balance

Our hybrid working model allows you to split your working hours between our head office in Pocklington and your home office. This empowers Team Phoenix to access a healthy work/ life balance, enables us all to become more sustainable by reducing our travel emissions, and supports our employees to thrive inside and outside the workplace.

We encourage you to share with us what works for you during recruitment to allow us to find an approach that works for you right from the start.

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Diversity, equality, and inclusion

We believe in tangible results that prove our commitment to creating a safe and supportive working environment for every member of Team Phoenix. By giving our workforce a voice and implementing changes directly from those that they affect, we guarantee that when we pledge to make Phoenix a diverse and inclusive workplace, we’re making a difference where it really matters.

We are dedicated to offering equal opportunities regardless of age, gender, gender identity, race, ethnicity, faith or belief, disability or accessibility requirements, sexuality, previous experience, socioeconomic background, and whether you’re pregnant or on parental, carer, or adoption leave.

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What we offer you

Just a few of the reasons why Phoenix is a great place to work:

  • Discounted private medical insurance with Vitality
  • Life insurance with Legal and General – 4x basical salary
  • A fully paid wellbeing hour per month
  • Discounted membership at local gym
  • Employee Assistance Programme available to you and your household
  • Hybrid working – work up to two days per week from home (role dependent)
Image of two Phoenix Software employees conversing at a desk

Our workplace accreditations

Adopt Digital - logo
All Ideas Matter logo
Armed Forced Covenant logo
Disability Confident Employee logo
2023 Best Workplaces - Large Organisations - Logo
Great Place to Work Best Workplaces Large Organisations logo
2023 Best Workplaces for Wellbeing - Large Organisations - Logo
2024 Best Workplaces for Wellbeing - Large Organisations - Logo
2022 Best Workplaces for Women - Logo
2023 Best Workplaces for Women - Logo
2022 Best Workplaces in Tech - Large Organisations - Logo
2023 Best Workplaces in Tech - Large and Super Large Organisations - Logo
Great Place to Work Best Workplaces in Tech logo
Great Place to Work Certified 2024 logo
Living Wage Employee logo
Microsoft Partner Pledge logo
Race at Work Charter logo