Plan Management Finance Officer
KD Plan Management | Full-Time Position
Make a Difference Every Day
At KD Plan Management, we are passionate about helping NDIS participants make the most of their funding while delivering exceptional customer service and support.
Our goal is to empower participants by providing efficient, accurate, and personalised plan management services.
We are seeking an enthusiastic and motivated
Plan Management Finance Officer
to join our growing team.
This role is a key point of contact for participants, providers, and support coordinators, helping ensure a seamless and positive experience for everyone involved.
If you enjoy helping people, have a strong eye for detail, and take pride in delivering outstanding customer service, we'd love to hear from you.
About the Role
As a
Plan Management Finance Officer
, you will play a vital role in managing participants' NDIS funding accurately and efficiently.
You will support participants throughout their NDIS journey, process invoices and payments, and build positive relationships with providers and support coordinators.
Key Responsibilities
Review invoices and service agreements in accordance with NDIS requirements and participant plans
Process invoices accurately and efficiently
Respond to enquiries from participants, providers, and support coordinators via phone and email
Liaise with providers to clarify invoice and service agreement details when required
Support new participants through the onboarding process
Maintain accurate participant records and documentation
Provide qualified, friendly support and assist participants in understanding the plan management process
Contribute to continuous improvement of internal processes and participant experiences
About You
You are someone who is passionate about helping others and committed to delivering exceptional service.




You have excellent attention to detail, enjoy working with numbers, and thrive in a supportive team environment.
Skills and Experience
Strong customer service focus with a genuine desire to help people
Excellent written and verbal communication skills
Highly organised with strong attention to detail
Ability to manage competing priorities while maintaining accuracy
Strong problem-solving skills and initiative
Confidence using Microsoft Outlook, Excel, and learning new software systems
Ability to work collaboratively as part of a team
Previous experience in Plan Management and knowledge of
Entiprius
software is highly regarded but not essential
Certificate IV in Bookkeeping and Accounting is desirable but not essential
Compliance Requirements
Current Paid Blue Card (or willingness to obtain)
Current NDIS Worker Screening Clearance (or willingness to obtain)
Why Join KD Plan Management?
At KD Plan Management, we value our team and the important work they do every day.
We offer:
Competitive hourly rate based on skills and experience
RDO once a month
A supportive, collaborative, and friendly team environment
Comprehensive training and ongoing professional development
Meaningful work that positively impacts the lives of people living with disability
An opportunity to grow your skills in a rewarding and purpose-driven industry
A workplace where your contribution is genuinely valued and recognised
Apply Now
If you're looking for a rewarding role where you can combine your
administration, finance, and customer service skills
to make a real difference in people's lives, we'd love to hear from you.
Join KD Plan Management and help us empower NDIS participants to achieve their goals every day.
Phone Enquiries
Paul Chapman: ************
Darelene Johannesen: ************
Pay: $***** – $***** per hour
Work Location: In person

📌 Plan Management Finance Officer (Bundaberg Central)
🏢 KD Plan Management
📍 Bundaberg Central