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Job PurposeA Finance Salesforce Commercial Analyst is required to join the growing and successful Finance team. The fundamental purpose of this role will be to work within the Finance and reporting team, producing essential customer, KPI and contract information directly out of the company CRM Salesforce.The role will take the lead on all Customer and product reporting requirements, both ad hoc, and monthly / quarterly formal reporting requirements Job OverviewReporting to the Head of Finance, the role will support the business in providing up to date commercial and customer information. Stakeholders include the Head of Finance, CTO, MD and group Finance Directors and Heads. This will be a challenging but rewarding role for a Finance and Salesforce driven individual with excellent data manipulation skills and a keen eye for detail.A key element of the role will be to produce standard and ad hoc reporting out of Salesforce and manipulating that data in Excel to produce informative professional and commercial insights.The role has excellent visibility and will truly help drive the Finance and Reporting team forward in their desire to provide a world class service to the business. Day to Day Responsibilities * Production of Monthly reports * Preparation of ad hoc analysis on any customer or contract information * Deliver Projects to help maximise the accuracy of Salesforce information. * Query resolutionSkills and Qualifications * Can do attitude. * Strong Salesforce reporting and dashboard skills, ability to know how to interrogate/analyse Salesforce and produce accurate and informative information. * Strong Excel skills (knowledge of Excel formulas and ability to create PIVOT tables are essential for this role) * Ability to interpret data and challenge the validity of outcomes produced. * Ability to manage workloads to strict reporting deadlines, as well as to react flexibly to changes in requirements. * Strong communication skills and the ability to develop positive working relationships within the finance function, IT and sales teams; Communicating in a clear professional and amenable manner. * Keen to learn and understand complex systems, processes, and the mechanics of a business P89999CVINDCC

(Hybrid Working); We are currently seeking to appoint a Lead Marketing and Events Executive to join a growing and fast-paced marketing team, working in vibrant offices in Blackfriars, London. With fantastic office perks, we're the perfect place for high achievers to grow and thrive.The role will play a key part in the businesses growth plans and the ideal candidate will have the desire to work in a supportive environment where a driven personality will succeed. They should strive to continually improve results and be able to thrive in a friendly working environment with a desire to share new ideas and work hard towards common goals. We're looking for a hard-working and self-motivated person keen to kick start their career in marketing and events! Job Overview * Key player in helping to define the marketing strategy including positioning, value proposition and messaging * Confident scoping, planning, and delivering multi-channel marketing and communications activity * Excellent planning, communication and interpersonal skills - verbal and written * Highly creative with an eye for emerging marketing channels within multiple sectors * Experience of Marketo and social media content distribution to Twitter, Facebook and LinkedIn, Canva/Adobe * Strong working relationship with the Events and Sales team to take event information and incorporate it into campaign messaging * Ability to work well in fast paced environment and build great working relationships * Appetite and aptitude for role development into Marketing and Event Manager What you bring to the team * You must be an optimist - team fit is key * Experience with Marketo and Salesforce an advantage * Technical or Marketing qualifications / experience is required * Ability to learn, focus on challenges, grow in the role * Experience in B2B Sales and Marketing environment an advantage * Have an interest in mentoring the event marketing team, working closely on campaigns to develop yours and others skills P965357CCR4INDPENO

We are looking for a motivated, enthusiastic individual to kickstart their career in our administrative division and play a huge part in the continued growth of the business. Portfolio's Office Administrator will: * Assisting with day-to-day payroll of temp and perm workers queries. * Support with processing of payroll (training will be given) * Update and maintain spreadsheets as well as regularly utilising additional Microsoft Office programs * Support our consultants to answer any urgent payroll issues. * Formatting CVs for our Consultants * Posting job vacancies, filtering, and forwarding applications to the relevant Consultant * Update and maintain spreadsheets as well as regularly utilising additional Microsoft Office programs. * Assist in postal duties, delivering mail to relevant desk * Support the company Operations function (office maintenance, stationary ordering etc.), PA (diary management, company travel and events), Marketing Manager (involvement in marketing duties) and Compliance Administrator (candidate compliance, checking of paperwork, taking in documents etc.) - you'll be part of a fantastic team! We offer our employees: * A progressive, exciting, and fast-paced working environment with the opportunity to work within a fantastic team of motivated and passionate people. * The chance to work for a 'Sunday Times 100 Best Companies to Work For' company where you will have access to amazing staff incentives, development programmes and additional events/bonuses attainable for our support staff. There's a reason why our staff retention is hugely above industry average here and people stay with us for many years (and in some case the entirety of their careers) * An unbeatable company culture mixing a fantastic working environment in brand-new, state of the art offices overlooking Finsbury Square alongside regular company events including trips to Dubai, New York, Monaco, Palma, Barcelona, and Miami as well as regular restaurant and bar events. * A large amount incentive including your birthday off (in addition to your 32 days off you'll receive per year)The ideal candidate will have a strong educational background, good working knowledge of Microsoft software and have a real appetite for learning and personal development. The Portfolio Group is an award-winning, specialist recruitment consultancy based in the heart of the city. With four divisions providing highly tailored recruitment services to the Payroll, Credit Control, Procurement and Human Resources & Benefits sectors, we are one of the fastest growing recruitment companies in the UK with an enviable client base and a reputation as a clear market leader. INDREC

(Hybrid); The Portfolio Group have a phenomenal opportunity on the table... we are looking for a talented Senior Software Engineer to join a vibrant company with incredible growth plans who have won many awards such as the 'Feefo Platinum trusted service award 2021'. We are currently supporting one of the UKs longest leading information resource business for HR, Tax & Accounting Professionals. Part of a Global Group that have a multimillion-pound turnover year on year that keeps growing. This is a high-performance role that comes with amazing rewards and benefits. Key Responsibilities: * Open, collaborative mindset with a keen eye for detail and an inquisitive mind * Comfort collaborating or leading in solving complex problems to deliver meaningful improvements for our customers * Initiative in solving and pre-empting production issues * Passion for learning new technologies and ways of working * Contribute to maintaining and instilling learning culture in the team * Leadership in areas of innovation through investigation and evidence-based analysis * Understanding of Agile principles and experience in iterative, incremental delivery * Excellent time-management, verbal and written communication skills * Willingness to collaborate across the business as "go-to" person on initiatives that make an impact to our customers * Professional experience in programming in two or more languages, preferably using test-driven and Object-Oriented methodologies (we use Laravel, Drupal and Typescript amongst others) * Ability to deliver semantically correct, performant, responsive frontend code * Experience enhancing application performance and security * Knowledge of or experience configuring CI/CD pipelines * Familiarity with serverless applications, headless or microservices architectures * Knowledge of DevOps, DevSecOps and Quality Engineering practices Why Join us?A leader in knowledge and content for the Accountancy, Tax Compliance, HR and Health & Safety sectors. We have a fantastic reputation and client base within these industries and have aggressive growth plans for the next 3 years and beyond. You'd join our organisation at an incredibly exciting time. Our client base is ever-expanding and our consistent focus on client satisfaction continues, driven by the excellence of our people. The office is fast-paced and busy, so we look for colleagues who have a positive and results focused attitude. Through training and development, we make sure that everyone who works here has the resources they need to build their careers. P969296CCR5INDPENS

This is a wonderful opportunity to join a growing and busy consultancy team supporting firms of accountants with written tax consultancy as part of the hugely successful 'My VIP Tax Team' product.Croner-i provides technical on-line resource content to Accounting, Tax and HR professionals. The business was acquired just over 2 years ago and is part of the Peninsula Group. This is an exciting time as the business has moved away from traditional loose-leaf and books to fully embrace an online digital solution; the business is now on a strong growth trajectory signing at least £1m of new contracts each month. One of the core channels for the tax content is accountancy firms. Due to a demand for technical consultancy support from accountancy clients the My VIP Tax Team service is offered as an additional subscription and demand has been unprecedented.Across the business there is an existing team of around 70 tax professionals covering content, telephone advice, HMRC enquiry work as well as written consultancy. Popular areas for written VAT consultancy requests are land & property, transfer of a going concern, implications of Brexit and international services.The VIP written consultancy service helps the Croner-i accountancy clients support their clients. This is a varied role working with over 5,000 firms of accountants ranging from sole practitioners to top 100 firms. This is supported by a central VIP service team that liaise between the consultant and the clients to coordinate and facilitate provision of the service.A strong VAT background is clearly essential whether that be gained from practice, industry or HMRC. Professionally qualified or by experience. This role is available as either office based or working from home, monthly attendance at team meetings in the office would be required. Day to Day Responsibilities * Responding to client requests via e-mail or formal written report * Liaising with accountancy clients to understand their requirements * Recording all correspondence within the online portal system, including 'booking' of hours against the clients' consultancy bank * Supporting colleagues and providing reviews and second opinions where required * Maintaining a strong working knowledge of tax legislation and developments * What you Bring to the Team · Relevant tax experience to support the My VIP Tax Team service * Ability to work on your own initiative whilst utilising the support of the central VIP administrative team * A collaborative approach with clients and across the team · Attention to detail, customer service and working to delivery deadlines · Ability to work under pressure to deadlines Why Join our Team?This is a fantastic multi award-winning place to work. The office is fast-paced and busy so we look for colleagues who have a positive and results focused attitude and the ability to prioritise workload and work on their own initiative. The management team work closely together to build a strong team ethos and maximise the client experience with our business objectives at heart. So, if you are ambitious, focused and have a passion, we want to hear from you. P965333CCR8INDPENS

This is a wonderful opportunity to help lead and support a busy telephone and email advice team supporting firms of accountants with VAT advice! Reporting to the Head of Advice and working alongside the senior management team this is a real opportunity to enhance and develop our services. It is on a strong growth trajectory signing at least £2m of new contracts each month and with customers in over 5,000 firms of accountants ranging from sole practitioners to top 100 firms. Across the business there are around 70 tax professionals including a strong VAT team. Want to join the journey? Day to Day Responsibilities: * Line management and coaching of the VAT advice team * Delivering top-quality super service across our advice lines - including call reviews * Resource planning and recruitment support * Liaising with other senior managers across the business, particularly the content team and product team to identify opportunities * Supporting colleagues and providing reviews and second opinions where required * Maintaining a strong working knowledge of VAT legislation and developments * Assisting with the advice service * Assisting with responding to customer requests via e-mail or formal written report * Liaising with customers to understand their requirements * Using the online portal system and workflows, including 'booking' of hours against the customers' consultancy bank etc, to control the workflow and enhance the customer experience. What you Bring to the Team * Relevant experience and qualifications * Ability to organise and prioritise workload in a fast-paced environment and above all get things done - a can do attitude * Ability to mentor, coach and develop the team * Ability to work under pressure to tight deadlines * Effectively manage and motivate the team, with a can-do positive attitude * Possess strong communication skills * A collaborative approach with clients, managers and across the team * Attention to detail, customer service and working to delivery deadlines * A willingness to contribute towards development and improvement of products and service Why Join?This is a fantastic multi award-winning place to work. The office is fast-paced and busy so we look for colleagues who have a positive and results focused attitude and the ability to prioritise workload and work on their own initiative. The management team work closely together to build a strong team ethos and maximise the client experience with our business objectives at heart. So, if you are ambitious, focused and have a passion, we want to hear from you. P968895CCR13INDTAX

(Hybrid Working); We are currently seeking to appoint a Marketing and Events Executive to join a growing and fast-paced marketing team, working in vibrant offices in Blackfriars, London. With fantastic office perks, we're the perfect place for high achievers to grow and thrive.The role will play a key part in the businesses growth plans and the ideal candidate will have the desire to work in a supportive environment where a driven personality will succeed. They should strive to continually improve results and be able to thrive in a friendly working environment with a desire to share new ideas and work hard towards common goals. We're looking for a hard-working and self-motivated person keen to kick start their career in marketing and events! POSITION SUMMARY/ FACTS * End to end management of 12-16 virtual webinars and future events with the scope to grow rapidly, * Own a schedule of digital event activity for the tax audit and accounting industry, working towards a business set target * Writing initial briefs with Events Manager and Marketing Team to ensure our webinars and events are topical generate engagement from the right audience, supporting associations, partners and more * Excellent writing and communication skills with external and internal members * Ability to work on multiple projects simultaneously and to deadlines * Liaise with new and existing partnerships to ensure the events will be topical and appropriate for their member base * Ensuring process, publication and client branding guidelines are followed * Facilitate event from start to finish through to data being sent to onboarding/sales teams * Ensuring content is up to date and speakers are trained to use the software * Taking ownership of our events inboxes, liaising with the clients * Social media posts and content posts * Accountable for ensuring our audience members have a smooth journey throughout the webinar process * Build dashboards in salesforce (no experience necessary) * Drive as many registrations as possible through help from Lead Marketing Events Exec (Audience members can reach from 500- 4500 people) SKILLS/ ABILITIES - COMPETENCIES * Achieving results - Plans and completes tasks. Ability to prioritise and work to deadlines. * Communication - Communicates with colleagues effectively by listening and sharing information. Able to communicate with people at all levels of the organisation. * Customer Focus - Understands who the main customers are and the required standard of service. * Commercial awareness - Understands own job role and does this well to help business succeed. * Teamwork / Building - Commitment to team initiatives and goals and to work with team members. * Numerical analysis - Ability to analyse, organise and present numerical data e.g. financial and statistical. * Written communication - Ability to express ideas clearly in writing, in good grammatical form and in such a way as to be clearly understood. * Initiative - Originated action and ability to establish efficiently an appropriate course of action. * Accountability - ability to problem - solve under pressure with audiences of around 500-…

Recruitment Consultant - The Portfolio Group The Portfolio Group is a specialist recruitment agency sourcing talented professionals across our four specialist Divisions for Payroll, Credit Control, Procurement, and HR & Reward while also partnering with businesses to offer a full RPO solution.Established in 1988, we now have over 30 years' experience in the industry and a reputable track record recruiting at all levels of the market, across the whole of the UK and into a multitude of industry sectors. With offices based in London and Manchester, we have proven success in permanent, temporary and contract recruitment and we pride ourselves on having a fast, efficient and consultative service with an enviable client base.We value our client relationships, operate with an honest and ethical attitude and love what we do! We're rated #1 Recruitment Agency on Trustpilot based on 1,300+ reviews. (April 2022) The Portfolio Group are perfectly placed to assist you in recruiting for any of our core divisions: Payroll, Credit Control, HR & Reward and Procurement plus we can assist with other business operations appointments including but not limited to the following functions: * Credit Control & Finance * Governance, Risk Management & Compliance * Health & Safety * HR and Compensation, Benefits & Reward * IT - Development, Projects & Services * Legal Services * Payroll & Tax * Procurement & Supply Chain * Sales and Marketing, PR & Communications.The Portfolio Group is an award-winning Recruitment Agency having won places on The Sunday Times 100 Best Small Companies to Work For - most recently achieved in 2017, The Sunday Times Fast Track 100 (Twice) and most recently, being ranked in The Recruiter Hot 100 2021 and being shortlisted for Recruitment Agency of the Year - Medium (50-99 employees) in 2021.As a Senior Recruitment Consultant, your key responsibilities will include: * You'll be able to take on a warm desk & work with existing consultants and existing clients so you hit the ground running * Win new accounts through leveraging or maximising relationships * Identify new opportunities through research and knowledge of the market * Use various channels to advertise jobs * Sourcing candidates through a variety of methods * Manage all aspects of the recruitment life cycle from introductions to offer stage. * Become an expert in your market * Communicating with clients and candidates via telephone and email * Achieve agreed KPIs on a monthly basis To be successful as a Senior Recruitment Consultant you'll require: * Previous sales experience or recruitment experience is preferred * Advanced communication skills with a high ability to negotiate with clients and candidates * Sales-driven mindset, achievement oriented * Independent person with good organisation skillsWhy work for us? * Transparent career framework and set promotional criteria that you can start working towards on day one * Amazing office based in the heart of the city with amazing facilities * Work for a market leading agency with an established list of clients * A supportive and collaborative team * Realistic targets and…

Is this you? A positive, organised, hardworking individual, who enjoys speaking to clients.Do you have a keen eye for detail? Are you self-motivated and looking for a new adventure?Portfolio are proud to be exclusively representing The UK's leading information resource for tax & accounting, HR & compliance professionals. Part of a highly successful privately owned group, this organisation is growing rapidly owing to the continued development of their digital integration, enhancing products and services and through driving new customer acquisition. This is an exciting opportunity for anyone looking for a new challenge in a fast paced, growing company. RoleTo deliver super service to exceed client's expectations and provide support to ever-growing client base across Great Britain. The role requires you to excel in enthusiasm as part of the Client Experience team. Become the first point of contact for any issues or concerns raised whilst achieving and delivering excellence in service, by providing fast client focused solutions. * Proactive, aftercare calls to existing clients * Receiving client queries and requests by email, phone, letter and ensuring they are dealt with promptly, efficiently and followed through to resolution. * Opportunities for additional requirements passed to the sales team * Taking accountability to ensure that all client cases whether verbal or written are acknowledged in line with the department's procedures. * Understand all client databases and systems to adequately investigate and respond to the client. What you Bring to the Team * A "can-do" positive attitude. * Able to work well within a team and individually. * Ability to work in a fast-paced environment. * Strong time management skills. * A dynamic, flexible approach with attention to detail, as well as the ability to work under pressure. Employee Benefits * Free on-site Gym membership * Your birthday off paid * Great office location in London Blackfriars, 5 minute walk from the river * Café with 360 views of London * Career Pathways * Loyalty scheme for holidays * Fantastic transport links (8 minutes walk to Blackfriars/5 minutes walk to Southwark and 15 minutes walk to Waterloo) * Bank Holidays off and no weekend work P92555LSINDPENO