Client Finance Officer – Work From Home

Vital Consult Pty Ltd; Western Australia; Remoto; AUD 44.000 - 58.000; Part-time

Descrizione del lavoro

Vital Consult Pty Ltd is seeking a dynamic Client Finance Officer to manage a portfolio of clients using cloud and AI finance systems. This onshore role handles inquiries, reconciliations, bills and pay runs, while staying connected with offshore teams and leadership.

You will triage requests, code and reconcile transactions, prepare bills, and run monthly checks. The position supports remote work and requires strong customer service and accounting software experience.

Competenze

• Dynamic, client-focused professional with strong customer service.
• Confident using cloud software and Microsoft 365; able to learn new systems quickly.
• Experience with accounting software including bank reconciliations and payroll.

Mansioni

• Manage a portfolio of clients through our finance systems; track requests and deadlines.
• Be the first point of contact for client finance requests by email, Teams and phone; triage and delegate.

Conoscenze

Customer service

Cloud software

Microsoft 365

Spreadsheets

Independence online work

Strumenti

Xero

MYOB Payroll

Descrizione del lavoro

We're looking for a dynamic Client Finance Officer with strong customer service skills to work between 30-38 hours. You'll look after a portfolio of clients through our cloud and AI finance systems. When a client is worried about a bill, a pay run or a missing receipt, you're the person who reassures them it's in hand, then jumps in and sorts it.

This role is a desktop, relationship and data role. You will manage a portfolio of clients through our finance systems, and be the onshore link between our clients, our offshore team and our leadership: keeping the books moving, chasing what is missing, and making sure nothing falls through the cracks. You will be the first point of contact for client finance requests and triage. You will use connected cloud and AI systems every day to manage your clients, with full training provided.

Key responsibilities

Manage an allocated portfolio of clients using our finance systems, so every request, task and deadline is tracked and visible

Be the first point of contact for client finance requests by email, Teams and phone, and triage what you handle, delegating out as required to the internal teams.

Chase clients for receipts, invoices, approvals and missing information in a friendly, culturally respectful way

Code and reconcile the transactions the offshore team can't resolve, including recoding items once receipts arrive.

Enter and check bills, attach supporting documents to every transaction, and prepare bills for approval.

Run monthly system checks across clients and answer internal and external queries so BAS can lodge on time

Prepare pay runs in Xero, MYOB Payroll and prepare supplier payment batches for client approval

Use our AI tools every day to code, check, draft and summarise, and review their output for accuracy before it reaches a client

About you

Dynamic, strong customer service. Calm, warm communicator who connects with clients, reassures them, takes ownership and follows through

Strong computer skills. Highly confident across cloud software, Microsoft 365 and spreadsheets, quick to learn new systems, and able to work independently online

Comfortable using AI tools in daily work and checking what they produce.

At least 3 years' hands-on accounting software experience, including bank reconciliation, bills and Xero Payroll

Well organised. Able to juggle several clients and deadlines while working remotely

Understanding of GST basics, payroll and Single Touch Payroll

National Police Check required (Working with Children Check for some clients)

Reliable internet and a quiet place to work

About us

Vital Consult provides Virtual CFO, bookkeeping, governance and grants support to Aboriginal Community Controlled Organisations (ACCOs), not-for-profits and small-medium businesses across WA, SA, NSW and beyond. We build our clients' capacity so their organisations are strong and self-governing.