Transactional Services Analyst

JR Richards & Sons; Hallidays Point; On-site; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Fitness Passport membership

Intellect wellbeing support programs

Flare banking partnerships

Career development opportunities

Exposure to finance improvement oring

Job summary

JR Richards & Sons is seeking a Transactional Services Analyst to join our busy Finance team. This role combines financial analysis, reporting, reconciliations and continuous improvement across Accounts Receivable, Accounts Payable and administration.

You will support month-end and year-end processes, audit preparation and performance reporting while identifying opportunities to improve efficiencies in the Transactional Services function.

Qualifications

• Minimum 2 years' experience in a similar finance or accounting role.
• Strong knowledge of Accounts Receivable, Accounts Payable and accounting principles.
• Advanced Microsoft Excel and strong proficiency across the Microsoft Office suite.
• Excellent analytical and problem-solving abilities.
• Strong attention to detail and commitment to data accuracy.
• Ability to manage multiple priorities and meet strict deadlines.
• Excellent communication and stakeholder management skills.
• A proactive approach with a continuous improvement mindset.
• Ability to work independently while contributing positively to a team environment.

Responsibilities

• Perform complex debtor and vendor reconciliations.
• Analyse and report on Daily Sales Outstanding (DSO) performance.
• Prepare and submit Payment Times Reporting Scheme (PTRS) reporting.
• Monitor and analyse Aged Trial Balance (ATB) performance and debtor risk.
• Manage bad debt reviews, recommendations and write-off processing.
• Maintain and analyse cash flow forecasts and trends.
• Prepare monthly financial reports and commentary.
• Support month-end, year-end and audit activities.
• Identify and implement process improvement initiatives.
• Provide ad hoc reporting, analysis and project support.
• Collaborate across departments to support business objectives and operational efficiency.

Skills

Accounts Receivable

Accounts Payable

Excel skills

Financial analysis

Stakeholder management

Attention to detail

Data interpretation

Process improvement

Job description

Transactional Services Analyst

JR Richards & Sons | Finance Team

Are you a highly analytical finance professional with experience across Accounts Receivable, Accounts Payable, financial reporting and process improvement? Do you thrive on turning data into meaningful insights and driving efficiencies across business operations?

JR Richards & Sons is seeking a Transactional Services Analyst to join our busy Finance team. This role is ideal for someone who enjoys a combination of financial analysis, reporting, reconciliations, stakeholder engagement and continuous improvement while supporting the broader Transactional Services function.

About the Role

Reporting to the Transactional Services Manager, you will work closely with our Accounts Receivable, Accounts Payable and Administration teams to support key finance activities, reporting obligations and business initiatives.

You will play an important role in month-end and year-end processes, financial analysis, cash flow forecasting, audit preparation and performance reporting while identifying opportunities to improve efficiencies across the Transactional Services function.

Key Responsibilities

• Perform complex debtor and vendor reconciliations.




• Analyse and report on Daily Sales Outstanding (DSO) performance.




• Prepare and submit Payment Times Reporting Scheme (PTRS) reporting.




• Monitor and analyse Aged Trial Balance (ATB) performance and debtor risk.




• Manage bad debt reviews, recommendations and write-off processing.




• Maintain and analyse cash flow forecasts and trends.




• Prepare monthly financial reports and commentary.




• Support month-end, year-end and audit activities.




• Identify and implement process improvement initiatives.




• Provide ad hoc reporting, analysis and project support.




• Collaborate across departments to support business objectives and operational efficiency.

About You

To be successful in this role, you will have:

• Minimum 2 years' experience in a similar finance or accounting role.




• Strong knowledge of Accounts Receivable, Accounts Payable and accounting principles.




• Advanced Microsoft Excel skills and strong proficiency across the Microsoft Office suite.




• Excellent analytical and problem-solving abilities.




• Strong attention to detail and commitment to data accuracy.




• Ability to manage multiple priorities and meet strict deadlines.




• Excellent communication and stakeholder management skills.




• A proactive approach with a continuous improvement mindset.




• Ability to work independently while contributing positively to a team environment.

What We're Looking For

You are:

• Highly organised and accountable.




• Analytical and solution focused.




• Comfortable interpreting financial data and providing meaningful insights.




• A strong communicator who can build effective working relationships.




• Adaptable, collaborative and committed to achieving team outcomes.




• Passionate about finding smarter and more efficient ways of working.

Why Join JR Richards & Sons?

At JR Richards & Sons, our people are at the heart of our success. We foster a collaborative, supportive and safety-focused culture where continuous improvement and innovation are encouraged.

In return, we offer:

• Opportunity to contribute to a growing and evolving business.




• Supportive and collaborative team environment.




• Career development and progression opportunities.




• Exposure to finance projects, business improvement initiatives and strategic reporting.




• Fitness Passport membership.




• Access to Intellect wellbeing support programs.




• Financial wellbeing benefits through Flare and banking partnerships.