This international success story in the financial services, real estate, property development and project marketing space has seen the company triple in size in the past 12 months.
They now boast offices across Australia, Singapore and the USA, and have seen massive growth in the past 2 years.About the roleThis position is responsible for maintaining accurate settlement, customer and financial information across Zoho, Xero and supporting systems, while managing settlement invoicing and accounts receivable.
During the first six months, the role will focus on reconciling historical settlement and financial data between Zoho and Xero.
The role will then transition to ongoing settlement administration, settlement invoicing, accounts receivable and maintenance of settlement data integrity.
The position supports the Finance Manager by providing accurate and timely settlement and receivables information for forecasting, cash flow planning and reporting.Key responsibilitiesReview and reconcile historical settlement, customer and financial information across Zoho, Xero and supporting recordsIdentify and correct missing, duplicated, incomplete or inaccurate settlement, customer and financial informationMaintain accurate settlement information throughout the contract-to-settlement processWork closely with the Settlement Team to maintain current anticipated settlement datesMonitor contract conditions, deposits, finance readiness, unconditional milestones and settlement readinessPrepare and issue developer and settlement invoices in accordance with approved agreements and confirmed settlement milestonesAllocate receipts, reconcile customer accounts and maintain the settlement accounts receivable ledgerMonitor outstanding receivables,



follow up overdue balances and Escalate material collection mattersComplete month-end reconciliation of settlement invoices, receipts and outstanding balancesMaintain complete and current settlement data used by the Finance Manager in weekly, monthly and longer-term settlement forecastsAbout youDemonstrated accounts receivable experience, including invoicing, receipt allocation, collections, credit notes and account reconciliationStrong reconciliation and analytical skills, with the ability to identify and resolve discrepancies across large data setsExperience using Xero, Zoho or comparable accounting, ERP or CRM systemsStrong systems aptitude and confidence working across multiple business applicationsIntermediate to advanced Microsoft Excel skills, including spreadsheets, XLOOKUP/VLOOKUP, SUMIFS, pivot tables, data cleansing, reconciliations and analysisHigh level of accuracy, attention to detail and commitment to data integrityStrong organisational and time-management skills, with the ability to manage competing priorities and deadlinesStrong written and verbal communication skills and the ability to work effectively with internal stakeholdersAbility to handle confidential customer and financial information with discretionPrevious experience in property settlements, real estate, property development or financial services would be a distinct advantage, along with your diploma/degree.
Your experience working with business systems, data management and systems improvement initiatives would be highly regarded.
Consideration will be given applicants with an external audit background.
Prospect to progress to Business Analyst.PLEASE NOTE: This is not an Accounts Receivable role
#J-*****-Ljbffr

📌 Junior Analyst (Gold Coast)
🏢 Trend Personnel
📍 Gold Coast