This position is no longer open for applications

Position; Portfolio Manager  
Location; Wantage, Oxfordshire
Salary; £28,000 - £34,000 per annum  

Planet Recruitment have just registered an exciting opportunity for a Portfolio Manager to join our fast-growing client based in Wantage, Oxfordshire.

Main responsibilities;

• Dealing with customer queries and requests in a professional and efficient manner.
• Attending customer/supplier meetings alongside the Portfolio Team Manager.
• Providing reports and commentary required by the customer as part of the service deliverables.
• Assisting the Procurement team providing necessary information for utility contracts.
• Managing acquisitions and disposals for existing contracts.
• Ensuring invoices are paid within terms and remittances are communicated to suppliers.
• Supplier account management, liaising with suppliers to ensure payments are correctly allocated, debt positions are managed and additions/removals from the portfolio dealt with correctly.
• Resolving challenges and obtaining refunds/credits (savings), meeting a stated savings target to ensure the customer is saving at the anticipated level.
• Analysing and querying historic billing to recover overcharging, including site investigations if necessary, delivering savings against target for contract income (shared savings).
• Producing utility budgets for customers based on consumption, contract rates historic billing and other available data.
• Compiling all data necessary for CRC submissions to be made accurately and in compliance with reporting rules.
• Carrying our analysis of potential cost of CRC and reporting to customer.
• To complete customer specific annual reports.
• Project managing the installation of AMR meters, sub-meters and loggers where necessary and agreed with the customer.
• Overseeing maintenance and data collection of metering portfolio once up and running.
• Adding/removing supplies from relevant MOP and DC contract.

Required; 

• Ideally have familiarity with the utility industry and its terminology.
• Have a mathematical and analytical skillset understanding for reporting.
• Have excellent communication skills for dealing with customers, contractors and other team members.
• Be self-motivated and able to work autonomously.
• Skilled in the use of Microsoft Excel and computer literate.
• Well-presented and professional.
• Full UK Driving Licence required.

Commutable locations; 

Wantage, Didcot, Abingdon, Cholsey, Oxford, Swindon, Faringdon, Witney

Key words;

Accounts Payable, Purchase Ledger, Energy, Utilities

INDCOM