Associate - MDM

Associate – MDM

 Responsible for accurate customer master data management for non-complex customers, including credit checking and setting up new customer accounts

Key Accountabilities

• PROCESS EFFICIENCY - Maintain high standards of process efficiency
  • Ensure all data is recorded accurately and efficiently
  • Manage operational queries, recommend solutions, escalate where necessary
  • Carry out and review
  • Despatch of new customer forms
  • Credit checks for new customers (Equifax)
  • Credit checks for existing customers
  • Default Legal Entity Checking for new clients
  • New customer accounts setting up on Peoplesoft, paying attention to client, i.e Oscar, Equifax, Charity, Public or Private Sector, Umbrella Companies using JDE, One-Touch and PeopleSoft.
  • Set up linking in One Touch to ensure correct Invoice Point in place.
  • Maintain Contracts Database.
  • Enter Bacs and VAT details into PeopleSoft.
  • Amend existing customer account details and raise queries/discrepancies with Team Leader
  • Set up Invoice point.
  • Receive, process and complete queries from AR Helpdesk and escalate to team lead where required.
  • Analyse data from reports cross checking that correct credit controller has been assigned to an account and identify inactive addresses against active clients.
  • Assist in the production of reports / KPI’s for credit control to review
  • Liaise daily with Ops to resolve queries verbally and in writing.
  • Assist in testing/UAT for new customers/accounts/contracts/systems and feedback issues for further review
  • Perform checks and action TPAs. Carry out various amendments in One-Touch.
  • Participate in specific projects concerning complex customers and/or legislative changes, working with resources from SSC Performance Improvement area
• STAKEHOLDER LIAISON - Provide support across all of the teams within the SSC, supporting other SSC teams to improve their processes and performance
  • Make suggestions for improvements in Master Data team.
  • Respond to recommendations for improvement from Master Data & Customer Billing Manager and Master Data Team Leader, and from Performance Improvement team, and investigate issues
  • Liaise with Customer Billing Team and Credit Control to investigate billing/debt/credit issues
• TARGETS, KPI’s, SLA’s - Follow and aim to exceed targets and KPI’s for Master Data
  • Ensure awareness and understanding of dashboards/KPI/SLA performance and the performance of the Master Data’s team as well as the individual performance against them. Escalate issues where required
• Demonstrate the ‘Finance Vision’ and new SSC values
  • Ensure all activities are aligned to the Finance Vision statements i.e. operate a world class finance function, first class customer service

Knowledge, skills, qualifications and experience:

• Graduate, with 0-1 years experience
• Accurate/attention to detail
• Basic excel
• Methodical approach to prioritising and carrying out workload

Behaviours:

• Team player
• Proactive, performance improvement focussed
• Pragmatic - problem resolution
• Collaborative and inclusive
• Self-motivated, accurate, timely and a good team player
• Well organized

Competencies:

• Teamwork
• Communication
• Customer Focus
• Personal Effectiveness