Accountant

<p><span style="font-size: 12pt;"><strong>Position Summary&nbsp;</strong></span></p> <p><span style="font-size: 12pt;">The Accountant is an internal finance role supporting the day-to-day financial operations across Focus Partners Australia and Escala.</span></p> <p><span style="font-size: 12pt;">Working closely with the Senior Accountants, this role plays a key part in delivering accurate and timely financial processing, maintaining strong financial controls, and supporting month-end activities across both businesses.</span></p> <p><span style="font-size: 12pt;">The role provides hands-on support across accounts payable, receivable, and transactional finance, while also contributing to a well-organised and efficient Finance function.</span></p> <p><br><span style="font-size: 12pt;"><strong>Primary Responsibilities</strong></span></p> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">Accounts Payable &amp; Expenses</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Enter supplier invoices and bills into Xero accurately and in a timely manner</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Prepare and process weekly accounts payable payment runs</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Monitor outstanding invoices and follow up on discrepancies</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Review employee expense claims, ensuring compliance and completeness</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Follow up with employees for missing receipts or documentation</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Prepare monthly expense reporting</span></li> </ul> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">Accounts Receivable</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Support debtor management and collections (primarily accounting invoices)</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Monitor aged receivables and follow up with internal teams or clients as required</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Assist with allocation of receipts and reconciliation of AR balance.</span></li> </ul> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">Banking &amp; Transactions</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Perform daily saving and coding of bank transactions for Commpay processing</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Maintain accurate and up-to-date banking records</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Complete bank reconciliations in Xero</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Prepare weekly Escala bank transaction reports</span></li> </ul> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">Internal Billing &amp; Intercompany Transactions</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Prepare and process internal invoicing (e.g. service fees, salary on-charges, training costs)</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Support intercompany transactions across Focus Partners Australia and Escala</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ensure accuracy and consistency in internal cost allocations</span></li> </ul> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">Month-End &amp; Reporting Support</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Assist with month-end processes, including reconciliations and data preparation</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Save and organise finance documentation (e.g. bank statements, commission statements)</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Support preparation of working papers and reports</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ensure financial records are complete, accurate, and audit-ready</span></li> </ul> <p><span style="text-decoration: underline;"><span style="font-size: 12pt;">General Finance Support</span></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Assist with other finance and reporting activities (e.g. invoicing, system updates, revenue tracking) as required</span></li> </ul> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Provide responsive support to internal stakeholders across both businesses</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Assist the broader Finance team with ad hoc tasks as required</span></li> </ul> <p><span style="font-size: 12pt;"><strong>&nbsp;</strong><strong>Qualifications</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Bachelor’s degree in accounting or related discipline.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">2 + years’ experience public practice or in a similar finance, accounts or assistant accountant role</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Familiarity with accounts payable, receivable and bank reconciliations</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Intermediate Excel skills</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Experience using Xero (or similar accounting software)</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong attention to detail and accuracy</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Good organisational skills and ability to manage competing priorities</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Confident communicator with a proactive approach to follow-ups</span></li> </ul> <p><span style="font-size: 12pt;"><strong>Skills and Attributes</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Reliable and consistent in delivering accurate work</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">High attention to detail with strong sense of ownership</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Team-oriented with a willingness to support others</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Proactive and keen to learn</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Comfortable working across multiple entities and stakeholders</span></li> </ul> <p><span style="font-size: 12pt;">#LI-SF1</span></p><div class="content-conclusion"><p><strong>About&nbsp;Focus Partners Australia</strong><strong> </strong></p> <p>Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in&nbsp;investment and portfolio management,&nbsp;accounting, lending,&nbsp;insurance&nbsp;and related services from its offices in Sydney, Melbourne,&nbsp;Brisbane&nbsp;and the Gold Coast. Guided by a client-first ethos, we&nbsp;leverage&nbsp;the global&nbsp;expertise,&nbsp;platforms&nbsp;and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance,&nbsp;credit&nbsp;and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow,&nbsp;and transition their wealth at every life stage.&nbsp;Discover more about Focus&nbsp;Partners Australia at <a href="https://protect.checkpoint.com/v2/r01/___https:/focuspa.com.au/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjkxYzFmM2NmYWZiOTRiOTNmNTdiYmU2MDQ4MDYzNmIzOjc6OWM0YjoxZWVhMTA2ZDllOGU2N2M3NGMxYTg1MTQ3MTcyOGMyMzBhNTUzNjc3ZTVlMzFkOWYxY2M0NjRkN2U3ZmY1ODhiOmg6VDpG">focuspa.com.au/</a>&nbsp;or&nbsp;<a href="https://protect.checkpoint.com/v2/r01/___https:/www.linkedin.com/company/focus-partners-australia/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjJjMDY5MTk3Y2RjNzE0MDI5MmUzMDIyMTE5OTk2YjkyOjc6NDhiZTpkOWUyNDI5OGQ3NTIwYjU1MzI5MGU0MWI5NzNkNWMzNWY1MTgzYWNkNjJiNmFhNDg2YzFiMjkwMWQ4OWYxZjJmOnA6VDpG">LinkedIn</a>.&nbsp;&nbsp;</p></div>