Customer Reporting Specialist

We are looking for a Customer Reporting Specialist who will be responsible for preparing, analysing and delivering accurate and timely reports to customers.

The Finance and Operations team are responsible for multiple aspects of the business including Pricing, IT & Development, Reporting and Finance. The team goals are to be the leaders of change in the business, embedding wherever possible the systems and processes within our client’s workflow. 

The salary banding for this role is £28,000 -£31,000 per annum. The working hours are 35 hours per week, from Monday to Friday on a hybrid working pattern with the option to work from home 2 days per week following successful probation.

About Us

At Car Benefit Solutions, we specialise in providing Employee Car Ownership Schemes and other customised car schemes, such as salary sacrifice. With support from leading motor manufacturers and managed by our dedicated team at CBS, our schemes are thoughtfully designed to bring benefits to both employers and employees.

We have a strong reputation in the Automotive and Corporate sectors. We are proudly recognised as a 3-star World Class best company to work for, ranked 3rd in the Business Services sector. Additionally, we are among the top 25 employers in the Northwest region. Our Gold status further exemplifies our commitment to our people as Investors in People and We Invest in Wellbeing.

CBS Knowledge 

• Develop an in depth understanding of CBSs product portfolio, car benefit efficiencies and reporting needs of customers. 

Client Analysis / Reporting 

• Prepare and deliver periodic client reports (daily, weekly, monthly, quarterly, annual) in accordance with service level agreements (SLAs). 
• Collaborate with internal teams to ensure gather and validate data, ensuring schemes are operating compliantly, reporting findings to relevant department. 
• Payroll, P11d and vehicle margin reporting for customers. 
• Design, control, and manage a robust Car Benefit Loan (CBL) model to support the long-term strategy and growth of CBS schemes. 
• Management of CBL’s for clients, including providing monthly summaries, accruals and payroll submissions. 
• Design reporting to demonstrate savings and benefits of the schemes CBS operate. 
• Annual production of Approved Mileage Allowance Payment (AMAP) statements. 
• Design reporting to validate completeness of client data raising with internal teams and external customers to resolve. 
• Assist in the automation of reporting processes using tools such as Excel, Power BI, & SQL. 
• Support onboarding of new clients by setting up reporting structures and schedules. 
• Ensure accuracy, consistency, and clarity in all client-facing reports and dashboards, regularly reviewing and interrogating data. 
• Respond to client queries regarding reports and provide insights or clarifications as needed. 
• Maintain and improve reporting templates and processes for efficiency and scalability. 
• Monitor data integrity and escalate discrepancies or issues promptly. 
• Financial Conduct Authority (FCA) Compliance Reporting.

Qualifications:

Essential

• Degree educated

Skills, Knowledge & Attributes

Essential

• Strong background in analysis and reporting. 
• Excellent communication skills, both written and verbal, with ability to interact with colleagues at all levels including senior management and directors. 
• Strong analytical skills with enthusiasm and proactive approach to problem-solving. 
• Ability to design and manage robust reporting. 
• Ability to make decisions and recommendations based on report findings. 
• Ability to maintain high accuracy and thoroughness when executing tasks. 
• Advanced Microsoft Office skills including Excel, Word, PowerPoint 
• Strong presentation skills and experience of data visualisation tools such as PowerBi. 
• Ability to prioritise and manage multiple tasks/deadlines simultaneously. 
• Ability to work on own initiative and self-motivate. 
• Ability to work in line with CBS Core Values of pride, integrity, accountability, continuous improvement, and enjoyment. 
• Committed to CBS customer centricity values. 

Desirable

• SQL querying skills. 
• Strong business systems and process knowledge. 

Please note as part of our pre-employment checks, all successful applicants must undergo a basic DBS check prior to starting employment.