Being a FinOps Associate

Is able to pick up systems quickly and is excited about using new technology to make tasks more efficient and improve the way we work

Is organised and methodical and able to manage complex projects to tight deadlines

Have the ability to prioritise tasks and be aware of one’s own capabilities

Thinking about how processes can be improved while running them

Keeping an eye on the future and how workload might change to keep the team informed about the scope needed too

Taking the initiative to research independently, but always asking for help when not sure

Bookkeeping, including communication with the partner team to ensure accurate allocation of costs & documentation

Managing a finance inbox, triaging questions, gathering reciepts & bills and keeping a close eye for anything potentially fraudulent

Preparing payment runs, liaising with the partner team to ensure approvals are obtained, according to policy

Raising and sending invoices, and chasing payments from customers

Preparing payroll, including gathering information from the relevant teams

Dealing with adhoc queries from partner teams and suppliers/customers

Keeping up-to-date process notes, including details of upcoming deadlines and responsibilities

Overseeing the month-end process, posting journals and preparing balance sheet reconciliations

Preparing monthly or quarterly VAT returns / annual EMI returns / ONS surveys and other bits of compliance

Coordinating with your team and the partner to ensure deadlines are met and work is completed to a high standard

Wait to be told what to do by a FinOps Manager or FinOps Lead

Make payments from a partner’s bank account directly

Work without boundaries being always responsive to every partner

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