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£35,000-£38,000
Location: Sunderland
Updated: April 10, 2026
About Us
At the Green Energy Advice Bureau (GEAB), we are passionate about driving the transition to a more sustainable future. As a leading consultancy in the renewable energy sector, we empower customers to navigate the energy market and implement eco-friendly strategies. We are on a mission to power business results through sustainable energy solutions, delivering unmatched efficiency and performance.
Purpose of the Role
This role owns the accuracy and reliability of our finance and revenue data within our CRM. You will be responsible for commission reporting, reconciliation, revenue assurance, and ensuring stakeholders across the business can trust the numbers they see.
The role sits within our Data team and collaborates with Finance, Sales, and Operations. You will become the go-to person for finance data in our CRM (Zoho), maintaining accurate records, producing reliable reports, and identifying discrepancies before they become problems.
Key Responsibilities
Finance Operations & Revenue Assurance
- Perform reconciliation across commission, invoice, payment, and ledger data to identify discrepancies, missing revenue, and incorrect balances.
- Support revenue recovery by identifying and evidencing underpayments, negative balances, and financial anomalies for investigation.
- Maintain accurate views of outstanding commission items, aged balances, and supplier payment issues.
- Support month-end finance operations, including updating commission items, validating expected versus actual values, and ensuring records are aligned to source data.
- Produce accurate partner and internal commission statements, ensuring exceptions and adjustments are clearly identified.
- Assist in resolving historical finance data issues and closing out legacy ledger items.
Reporting & Analysis
- Build and maintain reports and dashboards in Zoho Analytics to track performance across sales, operations, and finance.
- Deliver ad hoc data analysis to support operational and strategic decision making.
- Produce reporting that supports financial controls, aged receivables tracking, and revenue assurance.
- Ensure all reports and metrics are traceable back to trusted data sources.
Data Quality & Improvement
- Take ownership of data accuracy within Zoho CRM for finance-related records.
- Proactively identify data quality issues through validation, reconciliation, and exception reporting.
- Document data logic, definitions, and processes so they are repeatable and maintainable.
- Work with the Product and Delivery team to improve and automate manual processes over time.
What We Are Looking For
- Strong SQL skills.
- Strong analytical skills with attention to detail and accuracy.
- Proficient in Excel, including formulas, pivot tables, and data manipulation.
- Experience working with CRM or database platforms. Zoho CRM and Zoho Analytics experience is a plus but not essential.
- Ability to communicate clearly with both technical and non-technical stakeholders.
- Problem-solving mindset. You enjoy finding discrepancies and getting to the bottom of them.
- Process-oriented. You document what you do and look for ways to improve it.
Nice to Have
- Experience with Python.
- Experience with APIs and data pipelines.
Perks & Benefits
- Salary: £30,000 to £35,000
- Monday to Friday, 9am to 5pm
- Free private healthcare
- 23 days holiday plus bank holidays
- Sell annual leave options
- Up to £40/month broadband allowance
- Themed incentives, team nights out, summer and Christmas parties
- Rewards including Wembley trips, Cup Finals, hospitality suites, and more
- Generous referral scheme
- A genuinely supportive office culture
To apply for this role please send your CV to careers@geab.com