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Financial Allocations Specialist

2 months ago

Sydney, New South Wales, Australia SG Fleet Full time
About SG Fleet

SG Fleet is a leading financial services company specializing in fleet management, vehicle leasing, and salary packaging. With a presence across Australia, the UK, and NZ, we have a total portfolio under management of $2.5 Billion and over 1200 employees.

Our Perks
  • Recharge and relax with up to four extra days of leave each year, known as Wellness days
  • Industry-leading 20 weeks paid parental leave
  • Save with vehicle salary packaging
  • Monetary service milestone awards
  • Recruitment referral bonus
  • Discounted mobility products and services
  • Flexible work arrangements
  • Career progression opportunities
  • Education support towards your growth
  • Two paid volunteer days each year
  • Health and wellbeing support
  • Wellness programs and access to an Employee Assistance Program
  • Ongoing training and development opportunities
  • A range of discounts on cars and car servicing
About the Role

To succeed in this role, you will be responsible for receiving and allocating funds from all interested parties as defined by SG Fleet. This includes payment receipts from clients, the fleet financier, and buyers of returned vehicles on all operating systems and products, against the corresponding invoice to ensure the ledger always reflects an accurate record of the outstanding debtor's position.

Key Responsibilities
  • Timely and accurate receipting of all invoice payments to ensure an up-to-date debtors position is always available to the Collection Officers
  • A sound knowledge of the job processes and system requirements enabling identification and processing of cash receipts from the bank statement, prompt follow-up of unidentified deposits, i.e., contacting customers for remittances, contacting our bank for details of over-the-counter cheque deposits
  • Working closely with the Collections Department on the allocation of cash, advising of any short payments or overpayments
  • Reconciliation of debtor accounts (allocation of funds reconciliations), ad-hoc reconciliations of client accounts, and advising the Reconciliation Department upon receipt of car sales funds
  • Other general duties such as running of direct debits, invoice generation, actioning of suspense accounts, investigation of allocation discrepancies, and missed allocation reports, and ensuring filing is up to date
  • Ensure effective time management to meet mid-month and month-end reporting deadlines
Requirements
  • Certificate or Diploma in Accounting, Finance, Business Management, or equivalent
  • Experience in Payroll
  • Financial Acumen
  • Attention to detail
  • Proven ability to overcome obstacles and get results
  • Experience with database software and MS Office Suite of applications
  • Good verbal and written communication
  • Knowledge of payment plans and accounting procedures