Finance Operations Lead | Xero & AI Projects

[axr] Recruitment & Search; Sydney; On-site; AUD 90,000 - 135,000; Full time

Job summary

[axr] Recruitment & Search assists a specialist consultancy with a finance and operations lead. You will report to the directors and manage the finance, compliance and client operations, taking a hands-on role in payroll, invoicing, reporting and system improvements.

Over time you will become the directors' trusted adviser, delivering financial insight and coordinating with external accountants and suppliers across states. Background checks required.

Qualifications

• CA or CPA qualified, strong finance background.
• Hands-on Xero experience essential.
• Ability to produce reporting and analysis with margin insight.
• Experience with client billing and project invoicing.
• Exposure to a practice management system is highly regarded.
• Proactive, self-directed with ability to manage competing priorities.
• Strong customer service mindset, collaborative with directors.
• Discretion handling confidential information.
• Solutions-focused, identify risks and address them.
• Comfortable with technology and AI interest is a plus.

Responsibilities

• Monthly management reports, budgets and cash flow forecasts with analysis.
• Full finance cycle in Xero: payroll, payables, receivables, reconciliations.
• Client invoicing across different fee structures.
• Maintain compliance cycle including insurance renewals and workers compensation across states.
• Oversee client operations from enquiries to engagement setup and retainers.
• Improve processes and bring structure to the finance function; lead IT/AI projects.
• Collaborate with external accountants and third-party providers.

Skills

CA or CPA

Xero experience

Reporting & analysis

Client billing

Project-based invoicing

Practice management system

Discretion

Internal customer service

Technology & AI interest

Education

CA or CPA qualification

Job description

[axr] Recruitment & Search assists a specialist consultancy with a finance and operations lead. You will report to the directors and manage the finance, compliance and client operations, taking a hands-on role in payroll, invoicing, reporting and system improvements.

Over time you will become the directors' trusted adviser, delivering financial insight and coordinating with external accountants and suppliers across states. Background checks required.