Transactional Lead

1 week ago

Keilor Park, Australia Cooke & Dowsett Full time

**Transactional Lead**

**Location - Keilor Park**

For over three decades, Cooke & Dowsett Plumbing Group (CDPG) has proudly served the construction industry, delivering exceptional service on some of the most iconic projects in Australia and New Zealand. Established in 1992 from humble beginnings, we have grown to become synonymous with quality and excellence, successfully tackling our customers’ most challenging projects.

**About the Opportunity**:
We have recently secured a number of high profile projects and are expanding our Transactions Team. The Transactional Lead is responsible for leading the day-to-day operations of our Transactional Team, ensuring timely and accurate processing of financial transactions and effective management of workload across the team. This role involves direct supervision of transactional administrators and data entry personnel, including managing work schedules, approving leave, allocating tasks and resolving queries.

The Transactional Lead will act as the go-to person for all team-related and transactional queries, proactively following up and resolving issues and preparing monthly reporting for the Directors. A strong emphasis will be placed on maintaining operational compliance, meeting key performance indicators and driving continuous improvement.

**Who are we looking for?**
- At least 3 - 4 years experience in a Lead role
- A background in the construction industry is preferred but not essential
- Strong interpersonal and communication skills
- Excellent organisational skills and attention to detail

**About the role**:
**Leadership & Team Management**:

- Lead and manage the transactional administration team, providing support, guidance and performance oversight.
- Manage and monitor work schedules including start/finish times, rosters and approve leave requests.
- Allocate tasks and ensure daily workload is evenly distributed and completed efficiently.
- Act as the first point of contact for all day-to-day queries from the transactional team.
- Mentor and coach team members to ensure skills development and continuous improvement.
- Manage onboarding, cross-training and ongoing development of team members.
- Lead fortnightly Team meetings and minute actions and follow up & close out all items

**Operational Responsibilities**:

- Take a lead role in the implementation of the new ERP system, ensuring transactional workflows are accurately mapped, tested and embedded.
- Be responsible for training, supporting and upskilling the Transactional team on new ERP functionality, processes and reporting requirements.
- Process and record financial transactions accurately (invoices, credits, and expenses).
- Verify and reconcile financial data to ensure accuracy and completeness.
- Monitor and resolve returned invoices, reassign as necessary and ensure commentary and reason codes are captured.
- Enhance the process of reviewing and acting on returned invoices by re-assigning, following up with relevant parties, providing commentary, incorporating reason codes and taking necessary actions for approval.
- Distribute weekly Unapproved Vouchers Report.
- Monitor and improve processing performance against set KPIs.
- Complete monthly reports (MBR) for Directors outlining key metrics, trends, and improvement initiatives.
- Ensure Rebates are captured and reconciled quarterly and provided to Director for processing

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