Finance Associate, Refunds

About the Role

Provide administrative and operational support to the Finance team, ensuring timely and accurate processing of student and customer refunds.

Key Responsibilities

• Processing refund requests accurately and within agreed timescales.
• Maintaining accurate and up-to-date financial records and documentation, including daily reconciliations.
• Allocating payments and receipts correctly and promptly within student record systems and accounting systems.
• Investigating and resolving payment and refund discrepancies.
• Responding to refund enquiries from students, customers, and internal stakeholders in a timely and professional manner.
• Ensuring compliance with financial regulations, policies, and data protection requirements.
• Supporting reconciliation activities and other routine finance tasks typical of a Finance Associate.

Requirements & Tech Stack

• Excel, emails, Payment platforms.

Qualifications

• Graduate or equivalent.

Experience and Knowledge

• Customer support experience with basic finance knowledge.
• Experience of the education sector.
• Experience of Accounts Receivable or transactional finance role(s).

Skills and Abilities

• Excellent verbal and written communication skills.
• Strong Excel and analytical skills.
• Pro-active in reviewing and replying to emails.
• Excellent attention to detail with numbers and reconciliations.
• Excellent time management skills.

Personal Qualities

• Ability to communicate effectively with colleagues and outside organisations.
• Self-starter, proactive mindset.
• Strong organisational skills with the ability to organise and prioritise tasks.
• Flexible and able to adapt to changing priorities.
• Team player.
• Excellent written and spoken English.