Finance & Automations Manager (including Bookkeeping)

Finance & Automations Manager (incl Bookkeeping)
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Status: Full Time
Expected Salary: AUD 8ph - AUD 12ph

**About Purpose Advisory**:
Purpose Advisory, founded in 2018, is a forward-thinking financial advisory firm dedicated to empowering individuals to take charge of their lives, achieve financial success, and contribute positively to the world. Leveraging cutting-edge applied wisdom, Purpose Advisory provides comprehensive financial advice, education, and supportive community engagement to help clients live their best lives.

**Role Summary**:
We're seeking a skilled, accomplished and detail-oriented problem solver join our dynamic team. This role is pivotal in ensuring accurate financial records, streamlining our digital processes with smart automations, and improving our overall team efficiency. The ideal candidate will possess a passion for creative problem solving, efficiency, and a commitment to contributing to our mission of empowering lives through life, business and financial advice.

**Key Responsibilities**:
- Manage all aspects of bookkeeping, outstanding invoice management, bank reconciliations, and data feed management.
- Design and refine automations within and between various cloud-based apps (e.g. booking system to CRM, or revenue system to client portal etc) with a view to keep admin tasks to a minimum for other members of our team and to create a seamless, positive digital experience for all
- Contribute to the continuous improvement of financial processes and systems.
- Liaise with external accountants, tax advisors, and financial institutions as required.
- Support the team in achieving Purpose Advisory's mission by providing insightful financial analysis and administrative support.

**Qualifications**:
- Proven experience in bookkeeping or a similar role, preferably within a financial advisory or related business.
- Strong proficiency in data management softwares like Airtable, Zoho, and MS Office Suite.
- Strong proficiency in using Chat GPT, and other AI Tools to fast-track and refine tasks
- Strong proficiency in creating custom automations using Zapier and other no-code apps (even better if you can code)
- Excellent organizational and time-management skills.
- Ability to handle confidential information with integrity.
- Strong numerical and analytical skills with attention to detail.
- Effective communication skills, both written and verbal.
- Associate or bachelor's degree in Accounting, Finance, Business Administration, or related field is preferred.
- Alignment with Purpose Advisory's values and commitment to empowering others.
- Experience working with a C-level leader (CEO/COO/etc) in either Australia or the USA

Practical Requirements:
- Availability 5 days/week, Sydney office hours (willing to be flexible, but we need to align calendars)
- Dedicated office space (quiet and without distractions)
- Reliable, high speed internet connection
- Back-up internet connection

Work Environment:
- This position is 100% remote.
- Collaborative and supportive team environment.

We Offer:
- Training and mentoring for professional growth and personal development.
- A dynamic and positive work environment.

Application Process:
1. Send us a 2-5min video introducing yourself and why you'll best fit this role and our team culture
2. Include a copy of your resume + link to your LinkedIn profile
3. Prepare three (3) Contact referrals (2x professional and 1x personal) to be contacted after progressing past the first interview
4. Answer the following in your application email:

Case study : You've just received a revenue statement in .csv format. It's the only data we have available to input into our revenue system. Separate to our accounting system (Xero), we plan to upload this data to our client CRM (Airtable) and ensure it's applied to the relevant client accounts. The data is messy, with lots of formatting inconsistencies in it, and certain line items are grouped payments from Upgrade to see actual info which representing multiple client payments lumped into one payout. This is the third month in a row we've received a .csv file like this to clean and import and match.

Q1: How would you go about cleaning and uploading this data (talk through your answer to explain your thinking / assumptions)
Q2: How would you ensure we don't face this issue again next month?


*Please submit your video, resume and case study answers to Upgrade to see actual info