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


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


  • Teamwork
  • Communication
  • Customer Focus
  • Personal Effectiveness

Next step

Apply via email:
To apply for the position above, please forward your CV to or and our HR SPOC will connect with you.