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 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, Skilled 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.
- Strong 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.

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📌 Finance Officer (Adelaide)
🏢 Data Action
📍 Adelaide