Willowtree Planning specialises in taking development visions and concepts and turning them into reality. We bridge the gap between complex and simple with our safe pair of hands, teamwork, unwavering commitment to quality and our will to win!

Underpinned by an ambitious growth strategy, Willowtree Planning is looking to appoint an Accounts Officer / Bookkeeper in our North Sydney office.

You'll own the day-to-day accounting across the Willowtree group's entities in NSW and QLD. You'll keep Xero reconciled, run accounts payable and receivable, process payroll, and play a central part in the monthly close.

The role runs on a clear daily, weekly and monthly rhythm, and you'll work closely with our Managing Director, who will rely on your reporting to make key decisions.

Key Responsibilities:

- Bank reconciliation: Reconcile daily bank feeds in Xero across multiple entities so transactions stay current and accurately coded.

- Accounts payable: Process supplier invoices and payments, and prepare the weekly supplier pay run for management review.

- Accounts receivable and invoicing: Run client invoicing, reconcile incoming payments, and follow up on overdue accounts.

- Expense and credit card management: Coordinate receipt collection from cardholders, chase outstanding receipts, and code card transactions.

- Intercompany accounting: Manage cross-company invoicing, on-charges and intercompany loan reconciliations.

- Cash flow reporting: Prepare a weekly cash and invoicing summary for senior leadership.

- Payroll: Reconcile staff leave, prepare and process monthly payroll, and allocate payroll expenses across entities.

- Month-end close: Support the group close, including depreciation, hire-purchase interest, ATO account reconciliations and the month-end pack.

- Management reporting: Draft monthly management reports for each entity to fixed review deadlines.

- Stakeholder communication: Liaise with staff, managers and directors on finance queries, and help build good habits around processes like receipt submission.





About you:

- A qualification in accounting, bookkeeping or a related field, or equivalent practical experience in an accounts or finance role.

- Confidence using Xero day-to-day, including bank reconciliations, coding, reporting and pay runs.

- Experience across more than one entity, including intercompany transactions, on-charges and loan reconciliations.

- Hands-on payroll experience, including leave reconciliation, and a working understanding of Australian payroll obligations.

- Familiarity with month-end processes such as depreciation, ATO account reconciliations and preparing reports for review.

- You work well to a fixed weekly and monthly rhythm and keep things moving without close supervision.

- Strong attention to detail: you notice when something doesn't add up.

- You're comfortable following up with colleagues in a friendly but persistent way, and explaining finance processes clearly to non-finance people.

- You raise issues early and enjoy working closely with directors and senior leaders.

It would be great if you also have:

- Experience in a consultancy or other professional services firm.

- A track record of managing debtor follow-up and improving collection times.

- An interest in improving finance processes.

What we offer:

- A wide-ranging role with real ownership across a multi-entity group.

- Close working relationships with our Managing Director and senior leaders.

- A clear, well-structured work rhythm, with support from external finance professionals.

- Annual remuneration review and bonus structure to reward top performance.

- Generous parental leave policy.

- Staff wellness contribution per annum.

- Flexible Working.

- Value Awards to recognise employee’s exceptional behaviour aligning with our values.

If you’d like to be a part of a progressive, enthusiastic and confident team, apply now by submitting your CV and Cover Letter. Tell us about your experience with Xero, payroll and multi-entity accounts.

We're reviewing applications as they arrive, so we encourage you to apply early.

📌 Accounts & Finance Officer (North Sydney)
🏢 Willowtree Planning
📍 North Sydney