Data Action (DA) is a specialist technology solutions and services provider to the challenger banking and financial services industry. With 40 years of industry experience and a vibrant team based in Adelaide, Sydney, Melbourne, and Brisbane, we proudly serve a broad client base, including customer-owned banks, credit unions, and financial services membership organisations. We offer secure and reliable core banking solutions and digital platforms that empower our clients to thrive in a competitive landscape.

Scope

The Finance Officer is responsible for providing transactional and reconciliation support to the Finance team for Accounts Payable (AP) and Accounts Receivable (AR) activities. This role is an integral member of the Finance Team and is required to build and maintain effective working relationships with stakeholders across the business.

The role involves a range of tasks and responsibilities that include:

- End-to-end ownership of accounts payable activities including data entry for all invoices, supplier statement reconciliations and preparation of payment runs.
- End-to-end ownership of accounts receivable activities including data entry for all invoices, including credit control activities, direct debit processing and allocation of receipts.
- Responsible for managing Billview to generate Telstra invoicing for accounts receivable and accounts payable.
- Responsible for managing the accounts receivable and accounts payable mailboxes, including responding to client and vendor questions.
- Assisting with month-end tasks related to responsible functions including AP accruals,



AR provisions and third-party reconciliations
- Assisting with the year-end audit.
- Reconciling the bank statements and ensuring accuracy of financial records.
- Preparing and managing cash flow forecasts.
- Supporting and assisting the broader Finance team as required.
- Collaborating with Product Managers, Account Managers, Professional Services and Commercial on client and revenue queries.

Qualifications & Work Experience:

- Minimum 3 years’ relevant experience in a finance or accounting-related role, with demonstrated experience in Accounts Payable and/or Accounts Receivable transaction management.
- Solid proficiency in Microsoft 365 applications, particularly Excel, with the ability to accurately manage and work with financial information.
- Demonstrated attention to detail, problem-solving skills and ability to work independently, while effectively managing competing priorities and deadlines.
- Strong interpersonal and communication skills, with the ability to work collaboratively and contribute effectively within a team environment.
- Experience using Oracle NetSuite and/or Workday Adaptive Planning is desirable.

Company Overview

Data Action (DA) has over 30 years’ experience as a specialist software and services provider to the alternate banking and financial services industry. Operating nationally and servicing a broad client base including customer owned banks, credit unions, neobanks and financial services membership organisations, DA’s focus of supporting the financial wellbeing of Australians is echoed through our values.

📌 Finance Officer (Adelaide)
🏢 Data Action
📍 Adelaide