Commercial Accountant

Job Purpose

To assist the PBS Commercial Finance Manager (CFM) in the preparation of the commercial financial analysis and reporting and provide financial challenge, support, and insight to aid decision making.  This role also works closely with the rest of the finance and the wider sales and operational teams and therefore must work well as part of the team.

Job Overview

You will be instrumental in reconciliation process and provide robust sales MI through, identifying opportunities for the enhancement to the processes, systems and routines to improve the quality and timeliness of information.

The role will focus upon providing greater insight around the key elements of contract sales including lead channels, pricing, discounting, product mix and sales commissions. A key objective will be to maintain a robust commercial workflow process around a fast-paced sales machine.

You will share best practice and drive a consistent approach throughout the PBS finance / sales team and delivering ‘one version of the truth’.

You will support the budgeting and quarterly forecasting process, providing data reflecting business activity, and identified and highlight areas of risk and opportunities.

Reporting to

PBS Commercial Finance Manager

Key Responsibilities

Data Integrity and Effective Governance

·         Ensure sales data architecture is robustly maintained, developed and scalable in order to regularly determine and set commission rate entitlement and monitor results against targets at both sales team and individual levels.

·         Ensure data reconciliation procedures are rigorously maintained and developed between the Salesforce and Contract databases, including the accuracy of the reported daily sales, lead sources, and the management of supersedes.

·         Support the Contract Authorisation team and assist in providing commercially viable pricing / bids to Sales and Operational teams.

Insightful Reporting

·         Support the CFM in creating and implementing a framework for robust and detailed reporting around commercial and operational KPIs on a monthly and quarterly basis, including financials, new business, retention, client base analysis and staffing – linking to both business and Group reporting requirements

·         Produce the quarterly sales pack and contribute to the preparation of financial analyses to key stakeholders, – identifying emerging trends or themes in metrics to positively impact future performance

·         Assist the CFM in the setting of sales budgets and forecasts, driving revenue and commission calculations. Provide monthly analysis and commentary around variances.

Business Partnering

·         Work closely with the Management Accounts team to ensure revenue and commission costs are captured and recorded in the General Ledger, in line with relevant sales reporting categories

·         Work closely with the Payroll & Commissions to ensure reconciliation procedures operate effectively, ensuring the accuracy of commission and bonus payments.

·         Ensure there is continuous dialogue with the PBS Support and wider Sales and operational team, to ensure

·         Continuous dialogue with the Sales ledger team to ensure contract accuracy and support / advise where efficiencies and process changes are required.