Job Description

Position Available: Plan Manager/Bookkeeper

Job Description:

We are seeking a dedicated Plan Manager/Bookkeeper for a permanent part-time or full-time role. This position is ideal for recent graduates or university students with experience in Xero and Microsoft Excel. As a Plan Manager/Bookkeeper, you will handle a variety of responsibilities critical to our operations:

- Generating invoices and managing payment terms.
- Resolving payment issues and following up on overdue invoices.
- Managing accounts payables, receivables, and related duties.
- Data entry and reconciliation using accounting software.
- Helping participants manage their NDIS funding, ensuring they get the most out of their plans and budgets.
- Handling client inquiries via phone and email.
- Assisting with financial reporting and reconciliations.




- Coordinating administrative tasks such as preparing service agreements and maintaining records.

Qualifications & Experience:

- Certificate IV in Bookkeeping or higher.
- Minimum 6 months of experience with NDIS invoicing.
- Minimum 6 months of experience with Xero or MYOB.
- Proficiency in Microsoft Excel, Word, Outlook, and Access.
- Strong attention to detail and problem-solving skills.
- Ability to work autonomously and as part of a team.

What We Offer:

- Market-competitive salary and benefits package.
- Supportive team environment focused on professional growth.
- Opportunity to work in a dynamic and growing company.
- Comprehensive training and mentorship.

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📌 Plan Managers (Melbourne)
🏢 Lhr
📍 Melbourne