Company
A leading Australian membershiporganisation with a strong reputation for delivering high-quality servicethrough a network of modern practices.
The organisation is committed to continuous improvement, operational efficiency and leveraging technology to support better outcomes for both clients and the broader business.
Position
Reporting to the Finance Manager, this role will be responsible for designing, developing and improving financial reports, dashboards and reporting processes within Acumatica and Velixo.
Key responsibilities include:
Design, build and enhance financial reports using Acumatica ERP and Velixo
Reconfigure and optimise the Chart of Accounts within Acumatica
Develop Excel-based reporting solutions, including management reports, financial statements and operational dashboards
Create and maintain Acumatica Generic Inquiries (GIs) to support reporting requirements
Translate finance requirements into practical system-based reporting solutions
Review and improve existing reports to enhance accuracy, efficiency and usability
Support month-end reporting processes through streamlined and automated reporting tools
Assist with data validation, reconciliations and maintaining financial data integrity
Partner with finance stakeholders to gather requirements and deliver fit-for-purpose reporting solutions
Provide documentation and support to ensure effective ongoing use of reporting tools
Provide broader finance support across reporting, analysis and process improvement activities
Assist with general BAU duties as required
Company
A leading Australian membershiporganisation with a strong reputation for delivering high-quality servicethrough a network of modern practices.
The organisation is committed to continuous improvement, operational efficiency and leveraging technology to support better outcomes for both clients and the broader business.
Position
Reporting to the Finance Manager,



this role will be responsible for designing, developing and improving financial reports, dashboards and reporting processes within Acumatica and Velixo.
Key responsibilities include:
Design, build and enhance financial reports using Acumatica ERP and Velixo
Reconfigure and optimise the Chart of Accounts within Acumatica
Develop Excel-based reporting solutions, including management reports, financial statements and operational dashboards
Create and maintain Acumatica Generic Inquiries (GIs) to support reporting requirements
Translate finance requirements into practical system-based reporting solutions
Review and improve existing reports to enhance accuracy, efficiency and usability
Support month-end reporting processes through streamlined and automated reporting tools
Assist with data validation, reconciliations and maintaining financial data integrity
Partner with finance stakeholders to gather requirements and deliver fit-for-purpose reporting solutions
Provide documentation and support to ensure effective ongoing use of reporting tools
Provide broader finance support across reporting, analysis and process improvement activities
Assist with general BAU duties as required
Profile
The ideal candidate will be a finance professional with strong accounting fundamentals and demonstrated experience using Acumatica and Velixo to deliver reporting solutions.
Key elements:
Experience in a Finance Systems Accountant, Senior Accountant, Management Accountant or similar role




Proven experience building financial reports using Acumatica and/or Velixo
Strong Excel capability, including advanced formulas, modelling and reporting functionality
Understanding of general ledger structures, financial statements and management reporting
Ability to translate finance requirements into practical system solutions
Strong attention to detail and a continuous improvement mindset
Excellent communication skills with the ability to work with finance and technical stakeholders
Desirable experience:Knowledge of iMIS is highly advantageous
Experience with Acumatica Generic Inquiries (GI), dashboards or Report Designer
Experience improving finance reporting processes through automation
Exposure to ERP implementations, upgrades or finance transformation projects
CPA/CA qualification or progress towards qualification preferred
BenefitsSt Leonards location - hybrid model
Competitive hourly rate
Immediate start
Opportunity to work on a finance systems improvement project with meaningful business outcomes
Gain further exposure to Acumatica ERP and Velixo reporting technologies
Flexible contract engagement within a collaborative finance environment
Prospect to combine accounting expertise with finance systems capability
Work closely with stakeholders to improve reporting efficiency and decision support
Apply
To express your interest, please submit your application via in Word document format.
We will be in touch and rest assured that every applicant will receive a response.
This position is being managed by Rio Porter
Applicants must have unrestricted working rights in Australia.
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