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Senior financial planner

Brisbane
beBeeAccountant
Planner
Posted: 14 September
Offer description

Financial Management Expert

The role of the Financial Management Expert will be pivotal in the effective financial management of our retirement villages. This encompasses preparing and presenting timely and accurate financial reporting, budgeting, and analysis to community managers.


Responsibilities

1. Prepare and present quarterly financial statements and ad hoc monthly reports to stakeholders.
2. Lead the preparation of Annual Budgets in collaboration with Community Managers, Regional Operations Managers, and Resident Committees.
3. Coordinate annual audits and ensure financial statements are finalised within legislated timeframes.
4. Utilise data-driven PowerBI dashboards to perform variance analysis and identify key focus areas.
5. Ensure accurate GST coding and maintain compliant Balance Sheet reconciliations for allocated communities.
6. Act as the primary contact for Community Managers, providing accounting and administrative support.
7. Build strong relationships with Resident Committees and assist with resolving financial concerns in consultation with key stakeholders.
8. Assist in standardising finance processes and driving improvement initiatives across the portfolio.
9. Champion continuous improvement and contribute to the efficiency and consistency of financial operations.


Requirements

* Degree qualification in Accounting or Finance, with CA or CPA accreditation is essential.
* Experience in a similar accounting or finance role is required.
* Exposure to Retirement Living, Aged Care, Property Management, or Body Corporate legislation is highly desirable.


What We Offer

* A collaborative and supportive work environment.
* Opportunities for professional growth and development.
* A competitive salary and benefits package.

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