FP&A Manager supporting financial performance analysis, forecasting, and reporting for CQG acquisition at Broadridge. Collaborating with senior leadership and operational teams in a dynamic environment.
About the role
- School Finance Consultant partnering with schools to implement Compass Billing Management platform. Focus on customer success, training, and long-term relationships with school leadership.
Responsibilities
- Own the end-to-end journey for your portfolio of schools, including implementation, training and ongoing account management.
- Deliver onboarding, training sessions (onsite and remote) and account management check ins to ensure schools successfully adopt Compass Billing Management.
- Build strong relationships with school leadership and key stakeholders to support product rollout success and long-term retention.
- Act as a technical lead in Compass product demonstrations to prospective clients where advanced knowledge of Billing processes is required.
- Provide ongoing support via phone, email and in-person engagement when required.
- Capture feedback and partner with the Product team to improve and evolve the billing solution.
- Ensure high levels of customer satisfaction, driving strong adoption, retention and advocacy across your portfolio.
Requirements
- Experience in school finance, accounting or business management, with a strong understanding of billing processes.
- A customer-first mindset, with experience supporting or managing client relationships.
- Strong communication skills, with the ability to explain complex concepts clearly.
- Confidence delivering training sessions and working directly with stakeholders.
- A proactive, problem-solving approach and the ability to work through complex challenges.
- High attention to detail and the ability to see tasks through to completion.
Benefits
- A hybrid working environment, with teams spending three days a week in person at our office hubs.
- Learning and development opportunities, including a dedicated PD budget.
- 24/7 access to our Employee Assistance Program (EAP), including face-to-face, phone and live chat support.
- A parental leave program for both primary and secondary carers.
- A supportive, inclusive culture where your voice is valued and heard.
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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