Financial Transaction Specialist

2 weeks ago

Melbourne, Victoria, Australia Maxxia Pty Ltd Full time

At Maxxia Pty Ltd, our purpose is to provide tailored financial solutions to clients and customers across various industries. Our vision is to be a trusted partner, simplifying complexities and turning challenges into opportunities.

We are seeking an experienced Financial Transaction Specialist to join our dynamic Shared Services team. As a key member of the team, you will be responsible for supporting the Plan Group businesses in delivering daily payments to providers and customers, account reconciliations, debtor management, and payment enquiries.

The successful candidate will liaise with internal teams across Customer Service, Plan Management, and Support Co-ordinators, as well as third-party suppliers, to ensure timely and accurate transaction processing and reporting.

This is an exciting opportunity for you to leverage your transferable skills and experience in the disability sector. While prior experience working in this field is not required, we are looking for empathetic individuals with strong time management skills who can thrive in a people-focused culture.

Key Responsibilities:

  • Promptly process daily transactions into JDE Accounting Software, ensuring accuracy for accounts payable.
  • Maintain the Accounts Payable Ledger and address book.
  • Daily reconcile General Ledge accounts, including bank accounts, accounts receivable, other debtors, creditors, and accruals.
  • Prepare month-end journals, including revenue and expense accruals.
  • Respond promptly to supplier queries and manage vendor/customer control.
  • Maintain documentation of processes and procedures aligned with best practice payment control.
  • Regularly review business processes and identify opportunities for continuous improvement.
  • Perform other ad-hoc tasks as directed by business leads.

What We're Looking For:

  • Demonstrated experience in banking reconciliation or accounts payable/receivable, preferably in a high-volume environment.
  • Excellent computer skills, including Excel.
  • Strong attention to detail and accuracy.
  • JDE and Salesforce experience would be advantageous.
  • Transactional-based functional experience.
  • Able to interpret and analyse numerical data and complex information to complete required tasks.
  • Effective written and verbal communication skills to tailor communication to providers and customers.
  • Flexibility and adaptability to adjust to demands and peak workloads.
  • Ability to identify continuous improvement opportunities and provide feedback to management.

What We Offer:

  • A collaborative people-first culture.
  • Flexible/hybrid working arrangements to enhance work-life balance.
  • Novated lease benefits and discounts.
  • 12 weeks' paid parental leave and access to our Parents Portal.
  • Exempt Employee Share Plan.
  • Paid Income Protection Insurance under MMSG default Super plan.
  • Access to a broad range of learning and development programs.
  • Career break and volunteering leave.
  • Access to Employee Assistance Program and annual Flu vaccination.
  • Lifestyle Rewards program.

We value diversity, equity, and inclusion and welcome applications from all backgrounds, including Aboriginal and Torres Strait Islander people, individuals from diverse cultural backgrounds, and those caring for and living with disability.

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