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About the role
Key responsibilities & impact- Manage accounts receivable and payable activities relating to customer invoices, including co-contributions, personal contributions, and overspends.
- Validate invoices, investigate discrepancies, and reconcile account balances.
- Set up and maintain customer personal and government contribution accounts.
- Monitor customer direct debit arrangements and account status.
- Send invoice-related communications and follow up outstanding payments via phone and email.
- Conduct regular audits of customer files to ensure funding and financial compliance.
- Support customers through proactive and responsive communications across multiple channels.
- Generate statements, account adjustments, and amendments as required.
- Manage shared inboxes and task queues, ensuring timely action and resolution.
- Work closely with Support Partners and the Service & Support team to resolve account enquiries, feedback, and complaints.
- Identify customer concerns and work towards a resolution, escalating where required.
- Contribute to continuous improvement initiatives by reviewing processes and identifying efficiencies.
- Adhere to team processes and meet individual and team KPIs.
- Advocate for customers to ensure their needs are met and enquiries resolved.
- Support other departments as required to meet operational needs.
Requirements
What you’ll need- A relevant qualification in Finance is beneficial but not essential.
- Passionate about creating a brighter future for older Australians, with values that align with HomeMade.
- Strong written and verbal communication skills, with the ability to listen, empathise, acknowledge concerns, explain complex concepts, and build mutual understanding with a range of internal and external stakeholders.
- Working knowledge of Xero, SAP, and Salesforce.
- Intermediate Excel skills, including data manipulation, analysis, and working with raw data.
- Customer-focused, with a commitment to delivering positive outcomes.
- Highly detail-oriented with strong accuracy and attention to detail.
- Excellent time management and organisational skills.
- Ability to multitask and effectively prioritise competing demands.
- Resolution-focused, with strong problem-solving skills and a proactive approach to challenges.
Benefits
Comp & perks- Power your career ⚡️
- Access parental leave 👶
- Work with flexibility 🏠
- Flexi Leave Days 🌴
- Take a floating public holiday 🫶🏾
- Be rewarded 🏆
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accounts receivableaccounts payableinvoice validationaccount reconciliationdata manipulationdata analysisfinancial compliancecustomer account managementKPI adherencecontinuous improvement
Soft Skills
strong written communicationstrong verbal communicationempathyproblem-solvingattention to detailtime managementorganisational skillsmultitaskingcustomer-focusedresolution-focused
Certifications
relevant qualification in Finance