Finance & Administration Assistant with Xero Certificate and with Bachelors Degree in Finance

This is a remote position.

Position Title:                Finance & Administration Assistant with Xero Certificate and with Bachelors Degree in Finance

Employment Type:        Part-time (30 hours per week)

Schedule:                     9:00am QLD Time

Rate:                            12AUD/hour

Our client is seeking a highly capable Finance & Xero Specialist to support the business with day-to-day financial processes, Xero management, financial tracking and forecasting.

This role is primarily focused on ensuring financial information is accurate, properly recorded and maintained in Xero. The successful candidate will need to have strong foundational financial knowledge and be confident working independently with minimal supervision.

This is not a basic Xero administration role. The ideal candidate will have demonstrated experience managing financial processes in Xero and a strong understanding of how revenue, costs, actuals, forecasts, invoices, supplier expenses and reconciliations work together.

The role will also provide general administrative and systems support as required, including CRM and associate management.

Xero & Financial Management

·        Manage day-to-day financial administration and processes within Xero.

·        Perform accurate bank and account reconciliations.

·        Create and manage customer invoices and supplier purchase orders.

·        Record and maintain revenue, expenses and supplier costs accurately.

·        Assist with tracking actual revenue and costs against forecasts.

·        Enter and maintain future revenue opportunities and associated costs for forecasting  purposes.

·        Review financial information for accuracy and identify discrepancies or inconsistencies.

·        Ensure paid, outstanding and forecast amounts are correctly recorded and categorised.

·        Maintain accurate financial records and supporting documentation.

·        Assist with financial reporting and management information as required.

·        Follow established financial processes while also being able to identify when something  does not appear correct.

General Business Administration

·        Provide administrative support across the business as required.

·        Assist with associate/team management and related administration.

·        Maintain and update CRM information and records.

·        Assist with maintaining business systems, processes and documentation.

·        Prepare spreadsheets, reports and other business documentation.

·        Support the team with data management, follow-ups and general coordination.

·        Help improve administrative and financial processes where opportunities are identified.

Required Qualifications (Non-Negotiables)

·        Bachelor’s degree in Finance or Accounting

·        Strong, hands-on Xero experience. Basic Xero experience will not be accepted.

·        Completed Xero certification or advanced Xero training/course.

·        Demonstrated experience managing financial processes independently.

·        Strong understanding of:

o   Revenue vs costs

o   Actuals vs forecasts

o   Paid vs outstanding amounts

o   Invoicing

o   Supplier costs and purchase orders

o   Bank/account reconciliations

o   Financial record keeping

·        Strong attention to detail and accuracy when working with financial information.

·        Ability to work independently without requiring extensive training or step-by-step guidance.

·        Strong analytical and problem-solving skills.

·        Excellent written and verbal English communication skills.

·        Strong Excel or Google Sheets skills.

·        Ability to manage multiple priorities while maintaining accuracy and meeting deadlines.

The following are considered plus points but are not required:

·        Experience supporting an Australian business.

·        Australian bookkeeping or accounting experience.

·        Experience with GST, BAS or Australian financial processes.

·        Experience with financial forecasting or management reporting.

·        Experience working with project-based businesses.

·        Experience using CRM platforms.

·        Experience supporting team or associate management.

·        Additional accounting or bookkeeping certifications.

·        Experience identifying and improving financial or administrative processes.