Summary
Optimal Maintenance & Construction is a property maintenance and refurbishment company serving estate agents, housing associations, and private landlords. The Finance Executive manages day-to-day financial operations, including invoicing, budgeting, cash flow, reconciliations, fleet and company card controls, governance, and board support. The role also provides financial insights, supports compliance, and contributes to profitability and sustainable growth.
Responsibilities
- Invoices: Quality & financial control of invoices created by invoice clerk and producing invoices based on Engineers reports. Chase any overdue invoices with clients and send monthly invoice statements to key clients
- Fleet Control: Maintain records of PCN's, pay PCN's, track mileage usage, co-ordinate services, insurances and purchasing of new fleet
- Company Cards: Check Pleo (company card) transactions, cross-referencing with our job management software and following up on any procedures not being followed by staff and engineers
- Board Support: Provide comprehensive support to the Board of Directors, including scheduling meetings, preparing agendas, compiling board packs, and ensuring timely distribution of materials
- Governance Framework: Develop, implement, and maintain governance policies and procedures to align with legal and regulatory requirements. Continuously review and update these frameworks to enhance efficiency and compliance
- Meeting Facilitation: Coordinate and facilitate board and committee meetings, ensuring that meetings run smoothly, minutes are accurately recorded, and action items are tracked and followed up on
- Communication Liaison: Serve as a liaison between the Board of Directors, senior management, and various stakeholders. Communicate important decisions, policies, and updates effectively to ensure alignment and understanding
- Mailbox Maintenance: Supporting the Finance Manager is the administration of the shared Finance inbox, including responding to clients promtply
- Supplier Invoices: Quality and financial control of invoice uploading for payments
- Continuous Improvement: Stay current with governance best practices, emerging trends, and regulatory changes. Recommend and implement improvements to enhance the governance framework
- Please note that this list of tasks and responsibilities is not exhaustive and the post holder may undertake other duties as required
Skills
- Experience using the whole of Microsoft 365 (Outlook, Teams and To-do tasks)
- Analytical mindset with the ability to assess complex issues and propose effective solutions
- Strong communication and interpersonal skills, capable of building relationships and facilitating discussions at all levels
- Ethical and principled approach to governance
- Great attention to detail
- Ability to prioritise and work under pressure
- Quick learner and proactive approach
- Highly organised
- Adaptable to the needs of the business and new technologies
- Experience working within a property maintenance company (desired)
Qualifications
Must Haves
- Experience using the whole of Microsoft 365 (Outlook, Teams and To-do tasks)
- Analytical mindset with the ability to assess complex issues and propose effective solutions
- Strong communication and interpersonal skills, capable of building relationships and facilitating discussions at all levels
- Ethical and principled approach to governance
- Great attention to detail
- Ability to prioritise and work under pressure
- Quick learner and proactive approach
- Highly organised
- Adaptable to the needs of the business and new technologies
Nice to Haves
- Experience working within a property maintenance company (desired)
Benefits