You will manage end-to-end cash operations, including payment exceptions, fund reconciliations, and banking partner escalations. Additionally, you will drive operational improvements by leveraging data, automation, and AI to enhance workflows and strengthen financial controls.
You will prepare annual financial statements and tax returns for a portfolio of SMSF customers while supporting the Customer Success team. Additionally, you will handle customer onboarding and resolve reconciliation discrepancies to ensure data accuracy.
Manage a growing portfolio of SMSF customers by delivering high-quality financial statements, tax returns, and compliance obligations. Collaborate with cross-functional teams to improve operational processes and enhance the overall customer experience.
