About the company

This international success story in the financial services, real estate, property development and project marketing space has seen the company triple in size in the past 12 months. They now boast offices across Australia, Singapore and the USA.

About the role

This position is responsible for maintaining accurate settlement, customer and financial information across Zoho, Xero and supporting systems, while managing settlement invoicing and accounts receivable. During the first six months, the role will focus on reconciling historical settlement and financial data between Zoho and Xero. The role will then transition to ongoing settlement administration, settlement invoicing, accounts receivable and maintenance of settlement data integrity.

The position supports the Finance Manager by providing accurate and timely settlement and receivables information for forecasting, cash flow planning and reporting.

Key responsibilities

- Review and reconcile historical settlement, customer and financial information across Zoho, Xero and supporting records
- Identify and correct missing, duplicated, incomplete or inaccurate settlement, customer and financial information
- Maintain accurate settlement information throughout the contract-to-settlement process
- Work closely with the Settlement Team to maintain current anticipated settlement dates
- Monitor contract conditions, deposits, finance readiness, unconditional milestones and settlement readiness
- Prepare and issue developer and settlement invoices in accordance with approved agreements and confirmed settlement milestones
- Allocate receipts,



reconcile customer accounts and maintain the settlement accounts receivable ledger
- Monitor outstanding receivables, follow up overdue balances and escalate material collection matters
- Complete month-end reconciliation of settlement invoices, receipts and outstanding balances
- Maintain complete and current settlement data used by the Finance Manager in weekly, monthly and longer-term settlement forecasts

About you

- Demonstrated accounts receivable experience, including invoicing, receipt allocation, collections, credit notes and account reconciliation
- Strong reconciliation and analytical skills, with the ability to identify and resolve discrepancies across large data sets
- Experience using Xero, Zoho or comparable accounting, ERP or CRM systems
- Strong systems aptitude and confidence working across multiple business applications
- Intermediate to advanced Microsoft Excel skills, including spreadsheets, XLOOKUP/VLOOKUP, SUMIFS, pivot tables, data cleansing, reconciliations and analysis
- High level of accuracy, attention to detail and commitment to data integrity
- Strong organisational and time-management skills, with the ability to manage competing priorities and deadlines
- Solid written and verbal communication skills and the ability to work effectively with internal stakeholders
- Ability to handle confidential customer and financial information with discretion

Previous experience in property settlements, real estate, property development or financial services would be a distinct advantage, along with your diploma/degree. Your experience working with business systems, data management and systems improvement initiatives would be highly regarded. #SCR-michael-pulford

📌 Accounts Officer - Receivables and Settlements (Gold Coast)
🏢 Trend Personnel
📍 Gold Coast