Project Finance Assistant


To assist in the day to day running of the project finances of the Concertus Group.


Team worker:

  • Assist and provide support to the Project Finance Executive
  • Work closely with other members of the Finance team to ensure a high level of accuracy and organisation is achieved
  • Work closely with other members of the Business team
  • Work closely with other professionals throughout the business
  • Ensure information is available on a timely basis
  • Work flexibly to support delivery across the service


Business delivery:

  • Responsible for setting up and maintaining business management database daily, ensuring accuracy and information is entered to agreed timescales
  • Ensure all financial processes are completed to agreed timescales
  • Produce client fee documentation and manage the process from enquiry through to contract
  • Raise client orders for budget holder approval in accordance with payment terms and conditions
  • Assist with compiling accurate reports to provide information and research as required
  • Raise accurate invoices to clients
  • Manage client purchase orders
  • Resolve invoice queries with clients
  • Run periodic reports and assist with analysing project financials (current and budget) from initiation through to completion
  • Maintain client data
  • Assist with database analysis and resolve abnormalities
  • Monitor processes to ensure KPIs are met and assist with KPI reporting
  • Produce fee proposal packs for clients
  • Obtain quotes and relevant insurances from third party suppliers
  • Support with PIMS resourcing, entering project resources and reallocating as appropriate
  • Answer internal and external queries in a professional and timely manner
  • Build good relationships with colleagues and clients
  • Update project data in business systems
  • Full project software understanding in order to support the team
  • Effective time management; workload and resources
  • Maintain attention to detail and a high level of organisation
  • Take ownership for own personal development


Measures of success:

  • Feedback from Colleagues and Line Manager
  • Timely completion of tasks
  • Accuracy
  • Effectiveness of support
  • Colleague feedback
  • Clear Review
  • Performance Objectives


It’s essential you have:

  • Good standard of literacy and numeracy
  • Proficient in Microsoft Office
  • Excellent communication skills across a range of contacts
  • Awareness of confidentiality and data protection requirements
  • Ability to work effectively under pressure



  • Create a positive and professional impression of Concertus
  • Deal with all contacts professionally
  • Communicate with all staff efficiently
  • Help maintain relationships with external agencies such as auditors, Accountants and bankers
  • Ensure managers are aware of compliance and relevant financial regulations


How you act:

  • Professional, friendly and honest – Builds good relationships with colleagues, understands the importance of confidentiality
  • Attention to detail – Able to deliver clear and accurate information
  • Team worker – You work collaboratively with your team to achieve better outcomes for customers
  • Service deliverer – You focus on delivering a service that provides great outcomes for our customers
  • Customer focused – you put the customer first
  • Shows initiative – you come up with ways of improving how we do things
  • Well organised – you plan and prioritise your work to ensure that deadlines are met. You have the ability to plan and multi-task and can work to strict deadlines
  • Willing to learn – you want to acquire new skills that will support you in your role
  • Flexible attitude – you are prepared to work flexibly to deliver the service

Apply here:


    Covering Letter*