Senior Ledger Specialist

1 week ago

Wollongong, New South Wales, Australia beBeeFinancial Full time $45,363 - $82,233

Key Role:

We are seeking a skilled and experienced Accounting Manager to oversee the management of investors' ledger and related processes, as well as investors' portfolio evaluation.

Responsibilities:

  • Monitor daily, weekly, and monthly trends in the Investors portfolio.
  • Provide analysis on changes in trends and insight into underlying dynamics of numbers. Provide analytical support to meet company goals.
  • Support evaluation of new product ideas with emphasis on financial impact and profitability.
  • Develop and maintain tools to support evaluation of new products.
  • Review and analyze trends in Assigned portfolio performance and strategies.
  • Perform other duties as assigned.

Requirements:

  • Strong written and verbal communication skills with a customer-focused, professional demeanor.
  • Ability to remain highly organized, well-rounded, flexible, and able to pivot direction when needed.
  • Ability to collaborate effectively and follow up to ensure achievement of deadlines, outcomes, and results.
  • Ability to anticipate issues based on knowledge of business trends and propose solutions.
  • Ability to work independently and self-motivate in a fast-paced and rapidly changing environment.
  • Ensure timely coordination and completion of assigned tasks.
  • Demonstrate core values of excellence, ownership, collaboration, and integrity.
  • Self-starter who is highly motivated, collaborative, and innovative.
  • Customer-centric and service-minded.
  • High level of integrity, trustworthiness, and confidence to represent management leadership.

This role requires a high level of organizational skill, excellent communication, and analytical ability. The successful candidate will have strong technical and business skills and be able to work independently and collaboratively.

Searchable Keywords: Financial analysis, portfolio management, investor relations, data analysis, budgeting, forecasting, accounting software, Excel, PowerPoint, Word.

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