Finance And Business Performance Lead

Safe Business Solutions Ltd; Taranaki; On-site; NZD 70,000 - 100,000; Full time

Job summary

Safe Business Solutions Ltd in New Plymouth is seeking a finance-focused Administrator to manage day-to-day financial administration and deliver clear performance insights. You will work across Xero, ROLL IQ, Pipedrive and Xero Analytics to analyse results, forecast cash flow and produce management reports for informed decision-making.

Applicants should have strong accounting or payroll experience, GST, reconciliations and month-end processes, and the ability to translate financial data into

Qualifications

• Proven accounting and payroll experience including GST, reconciliations and month-end.
• Experience in cash-flow forecasting, financial analysis and reporting.
• Strong Xero and spreadsheet skills across business systems.
• Ability to translate financial data into practical insights and recommendations.
• NZ residency or valid NZ work visa.

Responsibilities

• Manage accounts payable and receivable, invoicing, debtors and creditors.
• Prepare IRD returns and coordinate payments.
• Maintain cash-flow forecasts and funding requirements.
• Analyse results, timesheets and project performance.
• Prepare monthly management reports and KPI tracking.
• Liaise with accountants, banks and suppliers.

Skills

Accounting

Payroll

GST

Reconciliations

Month-end

Analytical thinking

Interpersonal skills

Communication skills

Education

Accounting qualification

Chartered Accountant

Tools

Xero

ROLL IQ

Pipedrive

Xero Analytics

Job description

Location: New Plymouth, predominantly office-based

Do you enjoy combining hands-on finance with analysis and planning?

Can you turn financial and operational information into useful business insights?

Would you like to work with an award-winning and growing consultancy?

About SBS

Safe Business Solutions Limited (SBS) is a specialist health and safety, human resources and business support consultancy, with its head office in New Plymouth. SBS works with small, medium and larger corporate clients throughout New Zealand, across all industries, helping them meet their obligations with practical advice and solutions tailored to their businesses. Our work is built on trusted relationships and the values of Integrity, Excellence and Professionalism.

As SBS grows, we are strengthening our finance function so that accurate day-to-day administration is supported by clearer analysis, planning and management reporting. We are looking for someone who can manage day-to-day finances reliably and offer management clear insight into financial performance and forecasts to support informed decisions.

About the Role

Reporting directly to the Managing Director, the role will manage financial administration and develop a connected view of business performance. The role works across Xero, ROLL IQ, Pipedrive and Xero Analytics to analyse financial results, productivity and projects. The role will build on existing reporting, create new reports where needed and improve the information available to management.

Responsibilities include:

Managing accounts payable and receivable, invoicing, debtors and creditors, reconciliations and payroll.

Preparing and filing authorised IRD returns, setting up IRD and bank batch payments, and coordinating approvals.

Maintaining cash-flow forecasts and identifying upcoming funding requirements.

Analysing financial results, timesheets, productivity and project performance.

Preparing monthly management reports.

Maintaining the SBS strategy plan and tracking agreed KPIs and actions.

Preparing monthly management meeting minutes and following up agreed actions.

Coordinating insurance, licences, subscriptions, contracts and business records.

Liaising with the company Accountant, IRD, banks, insurers and suppliers, including reviewing costs and negotiating commercial terms.

About You

You are competent processing transactions and stepping back to understand what they mean for the business. You can spot an inconsistency, investigate its cause and explain a practical response. You organise competing priorities, are proactive and have excellent interpersonal skills – both verbal and written.

You will bring:

Proven accounting and payroll experience including GST, reconciliations and month-end processes.

Experience in cash-flow forecasting, financial analysis and management reporting.

Strong Xero and spreadsheeting skills, with confidence working across business systems.

Sound judgement, discretion and careful handling of confidential information.

A great sense of humour!

Experience in a small-to-medium sized or growing business would be valuable. Relevant accounting or business qualifications are desirable, and Chartered Accountant status would be an advantage.

SBS uses Xero, ROLL IQ, Pipedrive, Xero Analytics and other AI tools. You do not need experience with every platform, however you should be willing to learn and use approved AI tools responsibly, checking the accuracy of their outputs.

This is an opportunity to influence how SBS plans, measures performance and improves its operations.

Competitive remuneration will be offered.

Applicants must have New Zealand residency or hold a valid New Zealand work visa.

Applications will be reviewed and considered for interview as they are received.