Finance & Sage Administrator System-Driven Role

Tier 2.1 – Finance & Sage Administrator (System-Driven Role) Primary Focus: Sage accounting, financial tracking, payment processing and financial control support. Sage & Financial System Functions • Generate, prepare and issue quotations, invoices and statements in Sage • Capture and maintain client, supplier and job records in Sage • Allocate payments and reconcile customer and supplier accounts in Sage • Maintain accurate general ledger–linked records in Sage Financial Tracking & Control • Track invoices issued to clients, payments received and outstanding balances in Sage • Monitor overdue accounts and flag risks for management • Maintain job/project financial trackers linked to Sage data • Update cost sheets using approved inputs only • Identify and report cost variances and inefficiencies Banking & Payments • Prepare and capture payment batches on the banking system • Attach required supporting documentation and approvals • Submit payments for authorisation (no unilateral release authority) • Maintain payment records and audit trails Financial Risk & Reporting Support • Identify financial anomalies or discrepancies • Escalate financial risks, payment issues or data inconsistencies • Support management with accurate, system-backed financial data