Total 7 Senior Executive level Finance / Banking / Insurance job vacancies in Bridgend County, Wales

BizCover is a leading global InsureTech, providing Small Businesses with the simplest way to get their business insurance sorted. 

We are looking for a new Account Executive who will join our dedicated BizCover for Broker department who are responsible for delivering a first-class service to all brokers who are in contact with the business. The broker platform is a high-tech platform that makes insurance look easy, offers transparency and efficiency and is completely unique to the insurance industry. 

This role is responsible for strengthening existing relationships with our brokers as well carrying out administrative functions.  We need someone who is confident, hungry and can thrive in a busy environment to meet business deadlines.

Our broker platform is highly successful and has huge opportunities to grow and bring in more revenue, so you will be part of a high performing team having a direct impact on the business.  

Day to day responsibilities -

• Manage a high volume of telephone calls and email leads from both brokers (inbound/outbound) and internal consultants.
• Ensure all broker requests are managed within agreed service standards whilst also adhering to the process requirements of the business.

• Work closely with the underwriting team to find solutions for brokers who have referrals or renewals in special circumstances.
• Actively follow up / convert New Business Leads that come into the team daily
• Ensure that a high level of product, process and systems knowledge is always maintained
• Report back to the business on broker / product feedback
• Continually promote the features and benefits of BizCover for brokers platform
• Responsible for all policy maintenance, policy documentation and educating brokers in the benefits of BizCover for Brokers platform.

• Tier 1 or 2 in General Insurance Broking is desirable but not essential
• 1 to 2 years Insurance experience

• Strong verbal and written communication skills and high levels of attention to detail, accuracy and professionalism
• Previous experience in a similar role ie Broker Assistant, Underwriting Assistance, Senior Account Executive etc.
• Capable of working on various computer systems.
• Someone who takes initiative and is business savvy to find new ways to maximize opportunities
• High attention to detail to minimize errors
• Positive attitude

• Hybrid working model with flexibility to work from home 3 days a week and 2 days a week in the CBD office or work totally remote if outside of Sydney.
• Exciting and rewarding team culture
• Quarterly bonus
• Business Casual dress code
• Birthday vouchers
• Rewarding Employee Incentive Program
• Growing company with progression opportunities

What Kind of Person Works Well in our Company  
Diversity of employees makes for a creative and fun workplace.  BizCover is a melting pot of cultures and personalities. At BizCover, we truly believe in the power of diversity. We actively welcome applications from individuals with all kinds of backgrounds and experiences. If you share our passion for making a difference and believe in creating an inclusive work environment, we would be thrilled to have you apply for this amazing opportunity.

Come and be a part of our journey as we foster a diverse and supportive atmosphere where everyone can flourish and showcase their distinct skills. Constantly strive to be the best we can, we look for people who are –
Customer Fanatics - noun:  a person who delivers a first class customer experience every time
Drumbeaters - noun:  a person who enthusiastically celebrates and supports their team mates and the business
Finishers - noun:   a person you can trust to get it done
Advancer - noun:  a person who always wants do better

The Role and Department

Finance Senior Assistant

• Supports the University in delivering its strategic objectives
• Works in partnership with Academic Departments, Colleges and other Professional Services to deliver and monitor the annual financial plan
• Provides regular and timely reporting of the University's financial position and performance.
  Ensures that the university's Financial Regulations are fit for purpose and that the organisation adheres to them.
• Safeguards and optimises assets and controls liabilities.
• Processes financial transactions in a timely, accurate and professional manner

Role Purpose

To provide administrative functions such as posting Journals to the Oracle Fusion System, supporting colleagues by answering Helpdesk queries and liaising with Finance SME's (Subject Matter Experts) to resolve outstanding queries from both Helpdesk and Support Partner systems.

The role also focuses on data integrity, process improvements and month end system processes.

Who to contact for more information

If you would like to have a chat or ask any questions about the role or if you are struggling to complete the application process, Graeme Anderson would be happy to speak to you.

Proud member of the Disability Confident employer scheme

We encourage applications from people from all backgrounds and aim to have a workforce that represents the wider society that we serve. We pride ourselves on being an employer of choice. We champion diversity, inclusion and wellbeing and aim to create a workplace where everyone feels valued and a sense of belonging. To find out more about how we do this visit: https://www.gov.uk/government/organisations/ministry-of-justice/about/equality-and-diversity.



The location is subject to discussion with the successful candidate.

Job Title/ Position : Senior Finance Business Partner

Grade : G6

Number of Vacancies : 1

Business Group : Chief Operating Officer, MoJ

Directorate : Finance Business Partnering

Location : This role is for a Senior Finance Business Partner (FBP) supporting His Majesty’s Prison and Probation Service (HMPPS) operations in Wales and the South-West of England. There is a requirement for the successful applicant to be based within the region or near the specified region as travel is required.

Hours : 37

Post Type : Permanent

Role Type/ Team : Finance

Overview of Role

His Majesty’s Prison and Probation Service (HMPPS) is an Executive Agency of the Ministry of Justice (MoJ). MoJ is responsible for everything that goes into running the UK’s criminal and civil justice systems, creating the foundations for a safe, fair and prosperous society. We are one of the largest government departments with over 88,000 staff based across England and Wales. We are responsible for 500 courts and tribunals, 122 prisons, the policies underpinning the system and much more.

The MoJ Finance Function is a high performing group with a commitment to provide the best possible information and advice to our business colleagues. This role sits in the HMPPS Finance Business Partnering Team and will provide direct FBP support to two HMPPS Area Executive Directors and their operational teams running prisons and probation services. It’s an interesting business area to support and will give the postholder a fascinating insight into operational challenges and delivery.

Role Summary

G6 FBPs typically have responsibility across a specific part of the Department, for financial advice, planning and reporting. They develop a good understanding of the areas of the business they support and build and maintain strong relationships at a senior level in their areas of responsibility, across the department, and beyond. They will bring insight and influence to bear through effective advice, presentation, and communication, enabling them to ensure finance is considered in commercial and operational decisions at all key stages.

Role Responsibilities

Stakeholder Engagement – develop and maintain strong partnerships with the Area Executive Directors and their teams. Help improve financial awareness across the business and provide accurate and credible advice on financial management and wider governance issues. Actively contribute at business meetings and be proactive in looking for value for money and efficiency.
Leadership – lead a team of twenty staff. Establish strong communications across the team and support and inspire staff to fulfil their potential as well as to deliver a highly effective service. Work collaboratively with the other Senior Area FBP Leads. As a senior member of the wider finance team, contribute to the ongoing development of the function, keeping an awareness of cross government financial management initiatives.
Financial management – co-ordinate your business area’s annual financial planning activity and provide information and advice to support effective financial control in year. Present and explain financial information clearly and offer advice to inform decision making. Understand the cost drivers of the business and carry out analysis of information to improve efficiency and understanding.
Critical friend to the business – you will feel confident to challenge business colleagues on their spending plans and keep a focus on outcomes and business priorities. Give advice to support decision making, encouraging options analysis and appropriate governance. Use your insight to add value.
Business Expert – build an in-depth knowledge of the areas of HMPPS for which you are responsible, understanding the financial and performance drivers, risks, opportunities, and issues.

Essential Behaviours, Skills and Qualification Required

Success Profiles enable a fairer and more inclusive method of recruitment by enabling us to assess the range of experiences, abilities, strengths, behaviours, and technical/professional skills required for different roles. This flexible approach to recruitment focuses more on finding the right candidate for the specific role. For this role we will be looking for specific examples of your experience of the following Behaviours:

Communicating and Influencing (Lead)
Leadership
Seeing the Big Picture
Making Effective Decisions

Please refer to the Civil Service Behaviours Framework, which can be found here, to complete this application: https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/717275/CS_Behaviours_2018.pdf

Brook Street (UK) Ltd are recruiting Senior Clerical Officers for our leading Public Sector client Education Authority Northern Ireland, Belfast.

As a temporary Senior Clerical Officer in the Free School Meals Dept. you will provide advice and assistance to Education Authority officers, customers, the public and other professionals as directed by the Programme Manager.

You will provide administrative support for the daily functional and operational staff.
You will be proficient in MS Packages such as Excel, Outlook and Word. You will be confident in the daily use of spreadsheets and databases and will conduct typing and word-processing duties.

Essential Criteria:

• Have the equivalent of five GCSEs at grade C or above and at least one-year administrative experience in an office environment.
• Have good customer service skills, along with excellent verbal and written communications skills.
• Be a good Team player with the ability to work on one's own initiative.

Job Role:

• Provide administrative support in relation to all aspects of the work of the programme using the full range of IT equipment including word processing/typing, databases, spreadsheets, email, fax, intranet and internet facilities.
• Answer telephone calls and queries from customers and clients and accurately record the call conversation, escalating to the correct department when necessary.
• The assistance in the collation of factual data and statistical information from various sources to support the work of identified officers within the service.
• Prepare letters, minutes, notes and other clerical support to officers as appropriate and as directed by the programme manager.
• Use initiative, tact and diplomacy in responding to queries, issues and problems which arise within the section in the absence of the programme manager.
• Order and monitor supplies of stationery and office requisitions for all staff within the section along with diary management of stakeholders.
• Be responsible for maintaining efficient recording and filing systems within the service as directed by the programme manager.
• Delegate tasks to the office team in the absence of senior management.

You will benefit from:

• Full training and induction
• Accrue holiday hours as you work
• Brook Street (UK) Ltd back office support and mentoring

The rate of pay is £12.52 per hour, the hours of work are 36hrs Monday to Friday.
If you would like to apply for this role, please email your CV via the `Apply` link.

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

Annual Salary: $69,500.00 - $127,000.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to sell new business while adding and developing new relationships to Commerce Bank within the Healthcare Industry for their assigned territories.

Essential Functions

• Play a key role in the bank’s Blue Chip around Healthcare Payments & Expansion Markets

• Sell new business for existing target markets across Integrated Receivables, Patient Financing, Online Bill Pay Solutions, and all supporting services

• Responsible for provider clinical target market and hospitals below 100 beds

• Practice Richardson Consultative Selling

• Perform Healthcare Payment Cycle Reviews

• Collaborate with Senior Account Executive on Market Plans aligned with Payment Account Teams and Market Leadership

• Ensure sales cohesion between teams as verticals and specialization can overlap separate teams

• Utilize Insight360 automation tools for pipelines, tracking and lead development and distribution

• Define and implement specific campaigns and/or incentives that drive desired behavior/results

• Develop and maintain client relationships with key decision makers for target accounts, through sales calls, networking events, industry events and written communication.

• Provide accurate and detailed revenue forecasting and deliver consistent, quarterly sales performance, while exceeding expected revenue target

• Ensure long term customer success: work effectively with markets and implementation teams to transition customers

• Perform solution demos to customer internally and externally

• Execute contract and pricing negotiations while packaging services and solution to meet the customers’ needs

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong knowledge of the Healthcare and or Payments industry, including best practices

• Some knowledge of competitor offerings and pricing including new trends and developments in the industry

• Ability to manage Richardson sales processes end to end and perform advisory role within the healthcare industry

• Ability to identify cross selling opportunities across product and solution offerings and be knowledgeable to speak to competitive solutions

• Ability to achieve defined sales goals as outlined

• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

• Strong critical thinking skills with the ability to apply discretion and sound judgement to solve problems efficiently and effectively 

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook  

Education & Experience

• Bachelor’s degree in Finance, Accounting, Business, or equivalent combination of education and experience required

• 3+ years Commercial Payments or Healthcare Revenue Cycle experience required

• 1+ years Salesforce and Richardson Sales Consulting experience required

• CRCR Certification preferred

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

**Level of role is determined by knowledge, experience, skills, abilities, and education

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Account Executive I, II, and Senior – Specialty Healthcare job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $69,500 to $127,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

#LI-Remote

Location: 8000 Forsyth, St. Louis, Missouri 63105

Time Type:

Full time

About Tractor

We exist to unlock possibilities for founders.

Tractor Ventures provides flexible financing alternatives for founders leading growing technology-enabled companies. We are the centre of gravity for non-venture backed tech founders in Australia and New Zealand. We do this by using our capital, our experience along with our partners and shareholders to assist founders to grow enduring companies. We love founders who take the time to get things right, look after their staff and customers, who blend ambition and caution well, and know exactly why they do what they do.

We’re not a VC, we’re a company that invests in founders out of our dedicated debt facility.

We are a small and mighty team of well-connected operators covering the full spectrum of business, each one of us able to share our experiences and perspectives with founders while also connecting them with the people they need to help their business grow. We love what we do and we get a real kick out of making an impact and helping founders unlock possibilities and build the companies they can be really proud of.

The Role

This is an exciting role within a new and exciting asset class that, at its core, focuses on determining the credit risk of technology companies, but at Tractor, it is so much more than that.

Some key aspects of this role are:

• You’ll get the opportunity to build relationships with founders across Australia and New Zealand, learning about their companies and how additional capital can support their growth and confidence.
• As an integral member of the Investment Committee, you will run a variety of quantitative & qualitative assessments for an under-served asset class, and use your knowledge and observations to contribute towards improving credit decisions.
• You’ll also have the privilege of contributing to building and improving our own credit risk platform - a piece of technology that is enabling every single part of Tractor to be more effective.

There is also the opportunity to grow and lead a small team and have a pathway towards a bigger role so if you have some experience in leadership or would like to take that step then we’d love to hear from you.

Responsibilities

Like any small company, we all roll our sleeves up to get things done. There will be a lot of variety in this role with responsibilities that include;

• Interpret, analyse and apply financial data into a financial model
• Implement quality credit decisions in accordance with the Board-approved risk appetite and credit policy
• Taking responsibility for the committed turnaround times on credit decisions
• Structuring non-standard complex deals to help our borrowers achieve their strategic goals such as (but not limited to) acquisition, merger, launch in a new geography
• Implementing learnings or insights from the portfolio to improve credit analysis and underwriting
• Prepare, present and defend a credit decision to the Investment Committee
• Contribute towards making the credit policy and credit infrastructure more robust
• Partnering with our Sales team to help improve key processes and make the customer experience better
• Partnering with the Product & Engineering teams in building the scalable credit decision model
• Maintain robust documentation of credit processes and decisions

To really ace this role you will have;

• Solid and demonstrable knowledge of financials (P&L, Balance Sheet, Cash Flow Summary, AR, AP, Business Forecasts, Projections, etc.)
• A good understanding of any unsecured asset class in Australia / NZ.
• Must have been a DLA and owned the end-to-end credit decision
• Ability to analyse financial documents and derive insights and ratios to form a credit decision
• Good understanding of KYB, KYC and AML Compliance
• The commitment and ability to work in cross-functional collaborative team structures to facilitate scale and efficiencies
• Confident with both written and verbal communication and strong documentation skills

We have a set of values we want everyone on our team to be excited about and aligned with. They include;

Genuine Heart - Kindness is essential. We are respectful and we see the value in everyone's unique perspectives. We are generous and curious. There is no ego.

We Build Trust - We work hard to earn, build, and keep trust. We do what we say we’re going to do and we’ll do it together. We’re honest, we’re open and we have each other's backs.

Laugh Every Day - We bring the lols. We are passionate, positive, and enthusiastic. We love to celebrate one another's wins. We make time for fun and connecting with each other.

Benefits of being a member of the Tractor team

This role attracts a base salary of $110k - $140k (+ Super) - depending on the level of experience.

• Eff Off Fridays! - We believe in quality, not quantity, therefore we have the option to take Fridays off - each and every week. At full pay.
• Work from Home (or anywhere) - Our team is spread across Australia and New Zealand, so no need to come into an office (unless you want to). We have access to co-working spaces in both Melbourne and Sydney.
• ESOP for all Trackies - You will be provided with an Employee Stock Option Plan. This means we can all share in the success of Tractor in the long term.

What you'll get in return

• Up to £35k
• Excellent work-life balance
• Permanent, full-time
• Belfast City Centre, accessible via public transport
• 34+ days AL
• 6%+ pension scheme

Your new company
I'm delighted to be working with a well-renowned public sector employer to find a talented finance professional to support the management of their busy accounts team. This organisation focuses their efforts on providing quality social housing across NI. Their long term goal is to create sustainable communities making a lasting difference for the people they work with.

Your new role
This is a fantastic opportunity to join a public sector organisation on a permanent basis, with competitive salary and excellent work/life balance. You will be overseeing the busy purchase ledger team, ensuring the processing is prompt and accurate. You will be maintaining relationships with stakeholders, supervising finance officers and general management responsibilities such as development reviews and staff training.

What you'll need to succeed

• 3 years ledger experience
• Management experience
• Excellent communication skills
• Confident analysing and presenting financial information

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

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