Funding Associate

Car Benefit Solutions

. Allocate, prepare and send drawdown schedules in line with Treasury requirements .

Posted 9/17/2026full-timeBury • United KingdomJuniorMid-Level💰 £24,000 - £26,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong numerical and analytical skills, with advanced proficiency in MS Excel and experience in finance administration. Capable of managing funding processes and maintaining accurate financial records while adhering to organizational values.

Highest-signal resume keywords

Advanced MS Excel SkillsNumerical and Analytical SkillsFinance Administration ExperienceAttention to DetailProcess Documentation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Finance SettlementsReconciliationDrawdown SchedulingData MaintenanceQuery Resolution

Soft Skills

Organizational SkillsCommunication SkillsSelf-MotivationAdaptabilityInitiative

Tools & Technologies

Microsoft DynamicsMS Office

Certifications & Qualifications

DBS Check

Industry Keywords

Treasury ManagementEmployee Car Ownership SchemesSalary Sacrifice SolutionsFunder Audits

About the role

Key responsibilities & impact

Allocate, prepare and send drawdown schedules in line with Treasury requirements
Request and monitor utilisation of funder dealer facilities in line with scheme growth forecasts
Request daily and weekly finance settlements, reviewing and querying discrepancies
Respond to general queries, including dual interest queries and clearance requests
Reconcile purchase ledger accounts for all funding partners and investigate outstanding or aged items
Assist with funder audits as required
Post Drawdown and Settlement uploads into the system accurately and on time
Update and maintain system data
Assist the Funding Coordinator with month-end queries to support accurate month-end closure
Create and maintain process documentation and identify smarter ways of working and business best practice
Work as part of the Treasury Team managing funding processes for Car Benefit Solutions' Employee Car Ownership Schemes and salary sacrifice solutions

Requirements

What you’ll need

Minimum Grade 6/B or higher in Maths and English GCSEs
Methodical with an unyielding attention to detail
Strong numerical and analytical skills
Good organisation and planning skills
Excellent spoken and written communication skills
Drive, motivation and initiative with the ability to work under pressure and to tight deadlines
Self-starter with the ability to work with minimum supervision
Flexible and adaptable approach to working in a rapidly growing and changing business
Hard working, self-motivated and determined
Advanced MS Office skills, particularly in Excel
Ability to work in line with CBS Core Values of pride, integrity, accountability, continuous improvement and enjoyment
Previous experience in a finance/admin role
Experience in the use of Microsoft Dynamics
All successful applicants must undergo a basic DBS check prior to starting employment

Benefits

Comp & perks

Hybrid working, 2 days from home after probation
A supportive environment to thrive and develop