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Cashflow Finance Associate
Allica Bank. Support Relationship Managers in regular client activities and prepare client monthly information .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer focus and attention to detail while managing client relationships and financial information. Proficient in collaborating across business functions to enhance service delivery and operational efficiency.
Highest-signal resume keywords
Client Relationship ManagementFinancial Information InterpretationCashflow Finance TransactionsMicrosoft Excel ProficiencyStrong Interpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisCash ForecastingPortfolio ReportingOperational Procedures DevelopmentProduct Development Direction
Soft Skills
Customer FocusAttention to DetailStrong InitiativeOrganizational SkillsCommunication Skills
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft Word
Industry Keywords
SME ClientsBusiness DevelopmentTransaction ManagementOnboardingPortfolio Management
About the role
Key responsibilities & impact- Support Relationship Managers in regular client activities and prepare client monthly information
- Deputise for the Relationship Manager when required
- Independently manage and develop a designated portfolio of lower-risk, lower-value client relationships when required
- Act as a trusted point of contact and maintain strong customer outcomes
- Engage with Business Development and Transaction Management teams to support effective collaboration and seamless onboarding
- Contribute to monthly portfolio reporting
- Collaborate with all areas of Allica to provide a seamless and professional service
- Provide direction on product and software development priorities to improve customer benefit and efficiency
- Comply with mandatory policies and develop and adhere to operational procedures
- Support onboarding and administration of new and existing clients
- Maintain up-to-date internal reporting and day-to-day portfolio activities
Requirements
What you’ll need- An ambitious and naturally proactive individual
- Customer focus, attention to detail, and strong initiative
- Able to interpret detailed financial information including balance sheet and cash forecasting
- Ability to assess funding requirements and model the impact of sensitivities to forecasts
- Excellent interpersonal and communication skills
- Ability to build and maintain strong working relationships
- Experience working competently with Microsoft Excel, PowerPoint and Word
- Experience working with different business functions to specific deadlines
- Strong organisational skills
- Previous experience of cashflow finance transactions
- Knowledge of finance and/or experience engaging with SME clients or stakeholders
- Must currently reside in the UK
- Must be able to work in the UK; sponsorship requirements may apply
Benefits
Comp & perks- Full onboarding support and continued development opportunities
- Options for flexible working
- Regular social activities
- Pension contributions
- Discretionary bonus scheme
- Private health cover
- Life assurance
- Family friendly policies including enhanced Maternity & Paternity leave
- Flexible and hybrid working