Finance and Sales Admin Associate Full-time Job

Key Responsibilities

NOTE: As this is a new role, the responsibility list may be modified along the way, depending on progress.

GENERAL ROLE

Single point of contact for the Commercial and Finance teams, to liaise on Finance/Revenue related requests.

Go-to person from the Commercial side on all Finance related processes, platforms and documents so he/she can advise on actions accordingly.

Responsible for ensuring that all key cut-off dates based on the Monthly Closing Calendar are strictly adhered to.

PIPELINE MANAGEMENT

Update MS Dynamics opportunity on CS behalf (i.e. stage, project dates, billing dates, other details)

NOTE: CS will still be in charge of opportunity key-in.

Advise on opportunity set-up in MS Dynamics (e.g. GDF, syndicated studies, trackers, etc.)

PROJECT COMMISSIONING

Finalize MS Dynamics opportunity and send for approval.

New SAP account creation

Billing instructions

Final contract details

EOA and/or PO

Raise WBS# request for exception cases (i.e. pending EOA) and follow up on WBS# after gatekeeper approval.

CREDIT CHECK

Raise credit check request to Finance and follow up.

PO CREATION IN SHOPPING CART/PO NUMBER REQUEST

Raise shopping cart request on CS behalf

BILLING/INVOICING

Review and approve proforma invoices on CS behalf (details to come from CS)

Follow up with the Billing team on sending invoices to clients, if needed.

Review and follow up on unbilled items w/ Finance in the BCC calls.

Raise credit memo request for invoice revisions/ cancellations.

REVENUE RECOGNITION

Follow up on FW start dates

Check if projects to launch in next 2 weeks are on track; if not, raise an SAP change request

Follow up with Ops on FW start confirmation, if needed

Follow up on EOD

Check if projects to deliver in next 2 weeks are on track; if not, raise an SAP change request

Follow up with CS team on pending EODs

Ensure changes in dates are reflected correctly in SAP

NIQ is the worlds leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. In 2023, NIQ combined with GfK, bringing together the two industry leaders with unparalleled global reach. With a holistic retail read and the most comprehensive consumer insightsdelivered with advanced analytics through state-of-the-art platformsNIQ delivers the Full View(TM).
NIQ, is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the worlds population.