JOB TITLE:  Finance Executive 

LOCATION: Remote but must have 2 screens to work on from home

TERMS: Full-time, Permanent. UK hours 8am - 5pm

SALARY: R20,000 - 28,000 per month

WHY JOIN OPTIMAL? 

Optimal Maintenance & Construction is a high-growth property maintenance and refurbishment company, delivering responsive and planned works to a range of clients including estate agents, housing associations, and private landlords. Our mission is to simplify property maintenance by combining operational excellence with first-class customer service. 

We are a results-focused business, driven by excellence, innovation, and growth. If you are a motivated, commercially minded individual who thrives in a fast-paced, target-driven environment then this is the place for you. We want high performers who want to be part of something big. If you thrive on ownership, speed, and results— we want to hear from you! 

THE ROLE: 

The Finance Executive plays a pivotal role within Optimal, ensuring the financial health and stability of the business through accurate reporting, effective cost control, and strong financial governance. They are responsible for managing day-to-day financial operations including budgeting, forecasting, cash flow management, invoicing, and reconciliations, while supporting strategic decision-making with clear and timely financial insights. Working closely with senior leadership, suppliers, and clients, the Finance Executive helps maintain profitability, improve financial processes, and ensure compliance with regulatory requirements. Their contribution is essential in supporting sustainable growth, protecting margins, and strengthening the company’s overall financial performance.

Requirements

KEY TASKS AND RESPONSIBILITIES: 

• Invoices: Quality & financial control of invoices created by invoice clerk and producing invoices based on Engineers reports. Chase any overdue invoices with clients and send monthly invoice statements to key clients 
• Fleet Control: Maintain records of PCN's, pay PCN's, track mileage usage, co-ordinate services, insurances and purchasing of new fleet
• Company Cards: Check Pleo (company card) transactions, cross-referencing with our job management software and following up on any procedures not being followed by staff and engineers 
• Board Support: Provide comprehensive support to the Board of Directors, including scheduling meetings, preparing agendas, compiling board packs, and ensuring timely distribution of materials. 
• Governance Framework: Develop, implement, and maintain governance policies and procedures to align with legal and regulatory requirements. Continuously review and update these frameworks to enhance efficiency and compliance. 
• Meeting Facilitation: Coordinate and facilitate board and committee meetings, ensuring that meetings run smoothly, minutes are accurately recorded, and action items are tracked and followed up on. 
• Communication Liaison: Serve as a liaison between the Board of Directors, senior management, and various stakeholders. Communicate important decisions, policies, and updates effectively to ensure alignment and understanding. 
• Mailbox Maintenance: Supporting the Finance Manager is the administration of the shared Finance inbox, including responding to clients promtply
• Supplier Invoices: Quality and financial control of invoice uploading for payments 
• Continuous Improvement: Stay current with governance best practices, emerging trends, and regulatory changes. Recommend and implement improvements to enhance the governance framework. 

*** Please note that this list of tasks and responsibilities is not exhaustive and the post holder may undertake other duties as required. *** 

THE IDEAL CANDIDATE SHOULD HAVE: 

1. Experience working within a property maintenance company (desired)
2. Experience using the whole of Microsoft 365 (Outlook, Teams and To-do tasks)
3. Analytical mindset with the ability to assess complex issues and propose effective solutions. 
4. Strong communication and interpersonal skills, capable of building relationships and facilitating discussions at all levels. 
5. Ethical and principled approach to governance. 
6. Great attention to detail. 
7. Ability to prioritise and work under pressure. 
8. Quick learner and proactive approach. 
9. Highly organised.
10. Adaptable to the needs of the business and new technologies.