Teamified

Accountant

• Prepare and post monthly journal entries
• Lead and support month-end processes and review month-end reporting deliverables (including management accounts and balance sheet reconciliations)
• Prepare monthly balance sheet reconciliations
• Conduct financial analysis across branches and regions to support month-end results
• Review branch Profit & Loss reports and assist in monthly financial reporting
• Analyse financial data and provide recommendations to the Finance Manager to support business understanding of transactions and results
• Compile management accounts and highlight variances
• Provide commentary and financial insights to management where required
• Monitor and analyse branch operational costs, identify variances, and support corrective actions
• Apply accounting standards, financial regulations, and corporate governance principles
• Maintain working knowledge of relevant compliance requirements
• Support relationships with external auditors, tax advisors, and financial institutions
• Assist in the preparation of budgets and financial forecasts
• Support variance analysis and performance tracking against budget
• Prepare audit workpapers
• Provide documentation and support for internal and external audits
• Build strong working relationships with branch teams and internal stakeholders
• Provide actionable financial insights to support decision-making
• Communicate financial information clearly to non-financial stakeholders

Customer Success Manager

• Support the energy rebate program end-to-end, including:
• Manage the full lifecycle of rebate application, from initial job setup to final submission.
• Maintain and track checklists for every job, ensuring all required steps are completed accurately and on time.
• Collect, organize, and verify before-and-after photos and other supporting documentation to meet rebate program requirements.
• Liaise with installers, technicians, and internal team members to ensure all tasks are completed and documented correctly.
• Update rebate records in spreadsheets or the Simpro job management system, flagging any missing information or discrepancies.
• Ensure compliance with program guidelines, deadlines, and reporting requirements, maintaining high attention to detail throughout the process.
• Provide regular status updates and escalate issues promptly to the client or account manager to avoid delays.
• Maintain and update spreadsheets and KPI trackers for rebate applications.
• Manage tasks and workflows within the Simpro job management system to ensure timely completion.
• Communicate updates, questions, and potential issues proactively to the client and account manager.
• Organize documentation, portal entries, and records to ensure accuracy, compliance, and audit-readiness.
• Provide general administrative support to the operations team as needed.
• Suggest process improvements and contribute to optimizing workflows.

Rebate Specialist, Simpro CRM Experience

Accounting Manager

• Serve as the primary point of contact for assigned client accounts.
• Build and maintain strong, trusted relationships with clients, key stakeholders, and decision-makers.
• Understand client needs and objectives to ensure timely and successful delivery of tailored solutions.
• Upsell relevant products and services to existing clients to enhance business value.
• Develop new business opportunities within existing accounts and identify areas for improvement.
• Forecast key account metrics and maintain accurate reporting on account status.
• Communicate progress on monthly and quarterly initiatives to both internal teams and external stakeholders.
• Prepare and deliver comprehensive reports on account performance and health.
• Work closely with the Sales Team to uncover and pursue growth opportunities.
• Proactively manage client requests, concerns, and escalations, ensuring resolution and satisfaction.
• Drive client and staff retention strategies to foster organic growth and long-term partnerships.

Ecommerce

• Edit and produce high-quality short-form video ads optimized for Meta and TikTok, ensuring timely delivery and alignment with campaign objectives.
• Apply strong storytelling, brand consistency, and best-practice visual, audio, and editing techniques tailored to each platform, both paid and organic.
• Use advanced editing tools, transitions, motion graphics, captions, and effects to create engaging, performance-driven creatives.
• Work independently day to day, proactively seeking clarification or support when required while maintaining ownership of deliverables.
• Collaborate closely with the marketing team to understand campaign goals, audiences, and creative direction, contributing ideas to improve creative formats and performance.
• Maintain organized workflows, including version control, file management, clear updates on task progress, and structured handling of revisions.
• Monitor platform trends, formats, and best practices to continuously evolve creative output and recommend improvements.
• Ensure all content adheres to brand guidelines, platform specifications, quality standards, and accuracy across deliverables.
• Proactively identify risks, gaps, or production challenges and contribute to problem solving and capability development.

Senior Video Editor – Ecommerce Experience

Account Manager

Full-stack Engineer

• Design, develop, and maintain applications using .NET (C#) for the back end and React / React Native for the front end.
• Work with microservices architecture and integrate with GraphQL APIs.
• Build and maintain SQL Server databases, ensuring reliability and performance.
• Write clean, reusable, testable, and efficient code. Debug, troubleshoot, and resolve technical issues across the stack.
• Collaborate with designers, back-end engineers, product teams, and other stakeholders to deliver intuitive user experiences.
• Participate in sprint planning, code reviews, and design discussions.
• Use Azure DevOps pipelines to ensure smooth CI/CD workflows.
• Contribute to evolving technical strategies, coding standards, and best practices.
• Mentor junior developers and contribute to a culture of learning and collaboration.
• Engage with internal stakeholders (Executive Manager - Technology AU, Delivery Leads India, Product Owners, Lead QA, DevOps, Engineering Manager) and external vendors, customers, and partners.

Full Stack Developer

Salesforce Developer

• Lead the design and architecture of scalable Salesforce solutions aligned with business requirements and Salesforce best practices.
• Develop custom applications, Apex triggers, Lightning Components (Aura and LWC), Visualforce pages, and other Salesforce customizations.
• Build and maintain integrations between Salesforce and other internal/external systems using APIs, middleware, and web services.
• Collaborate with cross-functional teams to gather requirements, drive solution design discussions, and provide technical leadership throughout the development lifecycle.
• Oversee code reviews, promote code quality, and ensure adherence to development standards.
• Implement and test solutions to meet functional and performance standards.
• Stay current with Salesforce platform updates, new features, and emerging technologies, and guide the team on adoption where applicable.
• Provide ongoing support and maintenance for existing Salesforce applications.

Mid Salesforce Developer

Support Engineer

• Provide **Level 2 technical support** for escalated help desk tickets and client calls, ensuring timely resolution and accurate documentation.
• Diagnose, troubleshoot, and resolve issues related to **Active Directory, Hosted Exchange, Microsoft 365, and networking**.
• Administer **Microsoft 365 environments**, including user management, security policies, email configurations, and access controls.
• Support and maintain **AD environments**, including user accounts, group policies, permissions, and directory services.
• Manage **calls and tickets** efficiently using the help desk system, updating status and communicating progress clearly.
• Assist with **security administration**, including MFA, conditional access, email security, and basic incident response.
• Work in a **Microsoft Teams environment** to communicate with team members and clients.
• Provide **customer-facing support**, communicating complex technical concepts clearly to clients.
• Escalate complex issues to Level 3 engineers when required and assist with implementation of solutions.
• Document resolutions, procedures, and system changes clearly and accurately.

IT Support Engineer

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Senior Full Stack Developer

Video Editor

• Edit and produce high-quality short-form video ads optimized for Meta and TikTok, ensuring timely delivery and alignment with campaign objectives.
• Apply strong storytelling, brand consistency, and best-practice visual, audio, and editing techniques tailored to each platform (paid and organic).
• Use advanced editing tools, transitions, motion graphics, captions, and effects to create engaging, performance-driven creatives.
• Work independently day to day, proactively seeking clarification or support when required while maintaining ownership of deliverables.
• Collaborate closely with the marketing team to understand campaign goals, audiences, and creative direction, contributing ideas to improve creative formats and performance.
• Maintain organized workflows, including version control, file management, clear updates on task progress, and structured handling of revisions.
• Monitor platform trends, formats, and best practices to continuously evolve creative output and recommend improvements.
• Ensure all content adheres to brand guidelines, platform specifications, quality standards, and accuracy across deliverables.
• Proactively identify risks, gaps, or production challenges and contribute to problem solving and capability development.

Senior Video Editor

Administrative Assistant

• - Manage daily office operations, including mail, emails, phone enquiries (non-advice), filing.
• - Maintain clean, organised digital filing systems in line with ASIC and licensee requirements.
• - Coordinate calendars, internal meetings, and staff schedules.
• - Assist with onboarding and offboarding processes for clients (administrative tasks only).
• - Accurately enter and update client information in the CRM (Xplan).
• - Maintain up-to-date records of client documents, compliance notes, and task workflows.
• - Monitor adviser tasks and ensure items are completed on time.
• - Prepare and manage internal compliance documents (excluding advice documents).
• - Assist with collection of client identification (KYC), fact finds and supporting documents.
• - Ensure all compliance requirements are met before advice documents are produced (pre-SOA/ROA checks).
• - Liaise with product providers (superannuation, insurance, investment platforms) for administrative requests.
• - Track applications, rollovers, withdrawals, policy changes, and implementation status.
• - Follow up outstanding information from providers and update advisers on progress.
• - Process new business submissions and implementation tasks following adviser instruction.
• - Prepare application forms, investment platform paperwork, insurance administration forms.
• - Monitor implementation progress and resolve any administrative delays.
• - Generate non-advice reports (e.g., portfolio summaries, platform statements, transaction histories).
• - Prepare documents for adviser use in meetings.
• - Assemble welcome packs, review packs, and client correspondence for distribution.
• - Respond to general client queries relating to paperwork status, appointment scheduling, and document requests (no advice or strategy discussions).
• - Collect required signatures and documentation.
• - Send standard communication templates, reminders, and follow-ups.
• - Maintain knowledge of AFSL and ASIC administrative requirements.
• - Assist with audit preparation, record-keeping, and licensee data requests.
• - Ensure internal processes align with compliance policies and annual review obligations.