Commercial Finance Officer

"Coordinate project setup, invoicing, WIP, workload and commercial reporting that keeps a professional services consultancy running." Successful Projects is a professional services consultancy supporting construction, mining, Defence and infrastructure projects through project planning, project management, project controls and related advisory services.

We are seeking a Commercial Finance Officer to coordinate the operational and financial aspects of our consulting engagements.

You will convert proposals into correctly structured jobs for our planners and project managers, maintain accurate project information, monitor workload and budget data, support invoicing and follow up outstanding client information and payments.

The role suits someone who enjoys systems, accuracy, finance and understanding of the commercial operations of a business.

The Role The role of the Commercial Finance Officer is responsible for ensuring projects are correctly established, commercially controlled, accurately reported and efficiently converted into revenue.

This role is for the commercial and financial operation of projects.

- WorkflowMax Job setup from proposals
- Budgets, rates and fee allocation
- Resource allocation
- Workload reporting
- Budget exception reporting
- Draft invoicing and uploading to portals
- Claims and purchase order follow-up
- Debtor management and aged debtor follow up
- Revenue and WIP data integrity
- Administration across a high volume of projects
- Operational process improvements
- And other duties as required to support various projects





About You You will be comfortable working with operations and financial information across multiple projects in a professional consultancy services firm.

You will bring

- Experience in project administration, project operations, commercial administration, job management, professional services coordination or a related position.
- Strong accuracy and attention to detail.
- Confidence learning and using ERP, job management or practice management systems.
- An ability to read a proposal or scope and identify the information required to establish a job.
- Sound numerical literacy and confidence working with fees, hours, rates, budgets and invoicing information.
- Strong follow-up skills and the confidence to obtain required information from internal staff and clients.
- Positive judgement about when to resolve an issue and when to escalate it.
- Clear and professional written and verbal communication.
- The ability to manage high-volume, recurring activities without losing accuracy.
- Competence across Microsoft 365 applications, particularly Excel, Word, Outlook and Teams.

Desirable Experience Experience in one or more of the following would be advantageous:





- WorkflowMax or a comparable project or job management system.
- Professional services firm.
- Project setup, job scheduling, resource coordination or workload reporting.
- Timesheet, invoicing, claims or debtor follow-up processes.
- Project budgets, fee structures, variations or purchase orders.
- We are looking for someone with the discipline, commercial awareness and learning capability to develop strong working knowledge of how our engagements are structured, managed and invoiced.

Why Join Successful Projects? You will join a professional team where your work directly enables planners and project managers to focus on client delivery. You will gain practical exposure to:

- Project planning and project management.
- Consulting project lifecycles.
- Commercial and financial project processes.
- Workload and resource coordination.
- Project systems and operational reporting.
- Continuous improvement of business processes.
- The role provides a pathway to develop from routine project operations into broader coordination, process ownership, commercial support and future project operations leadership.

How to Apply Please submit your résumé and a brief cover letter explaining:

- Your experience with project operations, job management or commercial systems.
- How you maintain accuracy across high-volume work.
- An example of when you converted complex information into an accurate operational record or process.

Please note: Only shortlisted applicants will be contacted.

Applicants must have full working rights in Australia.

📌 Commercial Finance Officer (Perth)
🏢 Successful Projects
📍 Perth