Job Description
We have been providing SMSF services and products to a community of advisers, accountants, and trustees for twenty-five years. Our founder business is built on deep technical know-how, which we leverage through our people, processes, and platforms.
We utilise our expertise to administer SMSFs, provide documents, and issue actuarial certificates. We also use our unique position in the market to educate our partners and clients, empowering them to make informed decisions about their financial futures.
We value our team members and support them in balancing professional and personal priorities. In addition to standard benefits, rewards, and competitive pay, this role offers a part-time, hybrid schedule across five weekdays.
The Role
The Accounts Receivable Manager plays a critical part in our Finance function, focusing on relationship management, efficient invoicing processes, and effective debtor management to sustainably improve our debtor profile.
This role involves shared day-to-day management of the finance function with the Finance Manager and reporting to the Chief Financial Officer. The team consists of five members, including one direct report (a Senior Accounts Receivable Officer), responsible for accounts receivable, project delivery, financial control, financial management, and reporting.
Main Responsibilities
Debtor and Debtor Cash Flow Management
* Utilise systems processes and effective communication methods to ensure timely payment follow-ups and actions.
* Collaborate with Client Relationship Managers to respectfully address clients and collect payments.
* Determine when debt collection requires outsourcing.
* Establish and communicate metrics to quantify successful debtor management.
Accounts Receivable
* Review and approve accounts receivable, audit billing runs, and disbursements.
* Improve manual processes, including invoicing, and establish service level agreements with stakeholders.
Business Partnering
* Engage effectively with medium- and long-term problems and solutions.
* Consider client experience when implementing process changes.
* Leverage internal teams and networks to achieve optimal outcomes for Heffron.
Improvement Projects
* Update policies and procedures.
* Develop product and service billing.
Required Skills, Experience & Qualifications
Essential Requirements
* Experience with NetSuite or similar ERP systems.
* Advanced Excel skills, including formulas, data structuring, reporting, and insights.
* Proven success in implementing change and project management.
* Confident, clear communication style, including written, verbal, listening, influencing, and negotiation skills.
* Planful and organised, able to prioritise high-value work.
* Able to work collaboratively within a Finance team and broader stakeholder group.
* Tenacious with attention to detail.
* Excellent problem-solving skills, with ability to think outside the box.