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Portfolio Analyst
- Aggregated by CV-Library
- PO19, Chichester, West Sussex
- Permanent
- Full Time
- £24,000 - £26,250 Per Annum
Job Description
Job Title: Portfolio Analyst
Based: Chichester / Hybrid
Role: Full time Permanent
Salary: £26,250 plus bonus and career path
* Represent the customer in holding retailers to account, tracking resolution of open queries in Company Software
* Develop a detailed understanding of tariffs and charging methodologies,
* using this to analyse invoices within SLA.
* Data steward, ensuring a high level of accuracy & robust data quality
Main Responsibilities for the Portfolio Analyst
Main responsibilities kfjnvdkney Areas Tasks
* Analysis Interrogate invoices to ensure retailers are providing accurate information for customers, challenging them as appropriate & tracking resolution through the billing query process.
* Regularly review and compare data between company CRM and the central market, investigating and correcting disparities
* Investigate & explain variances and trends, providing insight internally & to customers
* Invoice Validation & Data Management
* Validate both paper and electronic billing to ensure customer contract SLAs are achieved.
* Develop a strong knowledge of market structure and tariffs.
* Provide insight as to the impact of any updates on the team and wider business
* and use this knowledge to identify savings opportunities.
* Complete payment files in appropriate branded format on a customer agreed timeframe to ensure invoices are paid.
* Review & update CRM data regularly, in conjunction with other analysts to ensure data is high quality.
* Challenge retailers on inaccuracies in invoices and track resolution through the billing query process.
* Provide updates to other team members as required.
* Manage incoming email queries from customers, retailers & other
* sources in a prompt & polite manner within contractual SLAs.
* Promptly answer inbound calls, dealing with all callers politely and professionally.
* Meet regularly with the Account Management Team as required.
* Identify action points from meetings & reports, follow through to resolution and communicate progress.
* Ensure effective communication throughout the Operations Team,
* proactively collaborating with all analysts & supporting in completion of
* any relevant tasks to provide the best customer outcomes.
* Projects Identify project opportunities & support in delivery of these across the Operations Team.
* Supports during the onboarding process for new customers.
Ideal Applicant for the Portfolio Analyst:
Proactive
Efficient
Commercially aware
Meticulous, and diligent
Accuracy focused
Organised
Strong communicator
Based: Chichester / Hybrid
Role: Full time Permanent
Salary: £26,250 plus bonus and career path
* Represent the customer in holding retailers to account, tracking resolution of open queries in Company Software
* Develop a detailed understanding of tariffs and charging methodologies,
* using this to analyse invoices within SLA.
* Data steward, ensuring a high level of accuracy & robust data quality
Main Responsibilities for the Portfolio Analyst
Main responsibilities kfjnvdkney Areas Tasks
* Analysis Interrogate invoices to ensure retailers are providing accurate information for customers, challenging them as appropriate & tracking resolution through the billing query process.
* Regularly review and compare data between company CRM and the central market, investigating and correcting disparities
* Investigate & explain variances and trends, providing insight internally & to customers
* Invoice Validation & Data Management
* Validate both paper and electronic billing to ensure customer contract SLAs are achieved.
* Develop a strong knowledge of market structure and tariffs.
* Provide insight as to the impact of any updates on the team and wider business
* and use this knowledge to identify savings opportunities.
* Complete payment files in appropriate branded format on a customer agreed timeframe to ensure invoices are paid.
* Review & update CRM data regularly, in conjunction with other analysts to ensure data is high quality.
* Challenge retailers on inaccuracies in invoices and track resolution through the billing query process.
* Provide updates to other team members as required.
* Manage incoming email queries from customers, retailers & other
* sources in a prompt & polite manner within contractual SLAs.
* Promptly answer inbound calls, dealing with all callers politely and professionally.
* Meet regularly with the Account Management Team as required.
* Identify action points from meetings & reports, follow through to resolution and communicate progress.
* Ensure effective communication throughout the Operations Team,
* proactively collaborating with all analysts & supporting in completion of
* any relevant tasks to provide the best customer outcomes.
* Projects Identify project opportunities & support in delivery of these across the Operations Team.
* Supports during the onboarding process for new customers.
Ideal Applicant for the Portfolio Analyst:
Proactive
Efficient
Commercially aware
Meticulous, and diligent
Accuracy focused
Organised
Strong communicator