Financial Operations Specialist (Sydney)

Financial Operations Specialist (Sydney)

18 Sep
|
x15ventures
|
Sydney

18 Sep

x15ventures

Sydney

Get onboard.

Who we are

Hi, we're x15ventures. We're building the next generation of digital businesses that help improve the financial wellbeing of Australians.

Kit is one of those businesses. Kit is a money app for kids and families with a mission to accelerate the financial capability of young people through fun, practical and engaging money experiences.

As part of the CommBank Group, we combine the speed and innovation of a startup with the scale, trust and stability of Australia's leading bank. That means we move quickly, solve real customer problems and continuously improve the experiences we deliver.

Our Purpose To improve the financial wellbeing of our customers and communities.

Care

We care about our customers and each other. We serve with empathy, humility and transparency.

Courage

We challenge the status quo, embrace change and look for better ways of doing things.

Commitment

We do what's right, work together and deliver meaningful outcomes for our customers.

Your Impact & Contribution

As a Financial Operations Specialist, you'll play an important role in managing customer account and balances to meet our compliance requirements.

You'll assist with tasks including daily settlement, chargebacks, accounts in arrears, unclaimed monies and accounts payable activities.

You will be required to engage with customers via email or phone with empathy and professionalism.

You'll work closely with teams including Product, Engineering, Marketing, Risk and Compliance, sharing insights, identifying operational issues and helping improve our processes and customer experience.

This is a hands-on role suited to someone who enjoys helping customers, working with financial processes and solving problems. You'll be comfortable working across different priorities, taking ownership of tasks and adapting as Kit continues to grow.

Reporting to: Senior Manager Operations & Risk

Your Responsibilities

- Manage recurring financial operations accurately and within required timeframes.




- Manage accounts payable activities, including invoice and transaction processing, reconciliation and payment-related administration.
- Monitor and action customer account matters, including appropriate follow-up where required.
- Help resolve customer questions, issues and complaints accurately and efficiently.
- Escalate more complex issues when needed and help see them through to resolution.
- Support customers experiencing financial hardship and complete agreed customer check ins.
- Maintain accurate financial records and ensure activities are completed in line with relevant processes and controls.
- Identify and escalate issues, discrepancies or risks, while supporting ongoing process improvements.
- Use initiative and good judgement when working through new or unclear situations.

Your Skills & Experience

- Strong attention to detail, particularly when working with financial transactions, reconciliations and operational processes.
- High level of personal accountability, and good organisational skills with the ability to manage regular and recurring tasks.
- Experience in customer operations role or similar
- Strong written and verbal communication skills.
- Strong problem-solving skills and the ability to investigate and resolve customer and operational issues.
- Able to work effectively in a fast-paced workplace where priorities and processes may change.
- Ability to work collaboratively across different teams and stakeholders.
- Experience with customer support platforms is desirable.
- Experience in financial services, fintech, banking, accounts payable or digital products is advantageous but not essential.

Your Development

At x15ventures and CommBank, we're committed to helping our people grow.

You'll have the opportunity to develop your customer operations expertise while working alongside talented teams across Product, Engineering and Customer Experience. As Kit continues to scale, you'll be encouraged to contribute ideas, build new capabilities and shape the future of our customer experience.

📌 Financial Operations Specialist (Sydney)
🏢 x15ventures
📍 Sydney

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