KEY RESPONSIBILITIES

You will:

• Prepare and issue accurate customer invoices and distribute statements and payment reminders.
• Monitor outstanding balances, follow up on overdue accounts, and maintain debtor records.
• Capture and reconcile supplier invoices; process payment batches per agreed terms.
• Code and process bank and credit card transactions; reconcile customer payments and petty cash.
• Process payroll accurately, submit PAYE and statutory returns, and reimburse employee expenses.
• Prepare GST returns, maintain electronic filing systems, update fixed asset registers, and complete month-end journals.
• Manage client and supplier correspondence professionally; record time spent on client tasks for billing and reporting.
• Adhere to ISO 27001 and ISO 9001 standards, ensuring confidentiality, data integrity, and quality compliance.

QUALIFICATIONS & REQUIREMENTS

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 2 to 5 years’ hands-on experience in end-to-end bookkeeping, managing multiple client accounts.
• Proven experience supporting clients based in Australia and New Zealand; also open to US clients but the majority of experience must be with Australian and/or New Zealand accounts.
• Demonstrated experience in invoicing, financial reporting, and preparation of profit and loss (P&L) statements.
• Strong proficiency in Xero and familiarity with other accounting systems and financial software.
• Must be currently residing in, or able to commute easily to, Clark, Pampanga.

Work Schedule: Early day shift, from 5:00 AM to 2:00 PM.

Work Setup: Work from home (Q1 2026) and will transition to hybrid (Q2 2026) with twice a week onsite. 

Work Location: Clark, Pampanga

KEY RESPONSIBILITIES

You will:

Client Onboarding

• Lead and manage the end-to-end onboarding process for all new clients, ensuring a smooth, accurate, and timely transition into ongoing bookkeeping services.
• Coordinate closely with Client Managers and the Operations Director in Auckland to provide clear onboarding status updates, issue resolution, and progress tracking.
• Participate in discovery calls and pre-onboarding meetings to understand client requirements, systems, and expectations.
• Perform and/or oversee Xero balance conversions, ensuring data accuracy and integrity.
• Prepare and/or review month-end reporting packs for newly onboarded clients.
• Conduct system, process, and data health checks during the transition phase to identify risks and improvement opportunities.

Quality, Compliance & Technical Oversight

• Review GST returns and other statutory compliance reports in accordance with New Zealand regulations and internal standards.
• Review monthly management accounts to ensure accuracy, completeness, and adherence to processes and best practices.
• Manage escalated client issues, providing timely, professional, and technically sound resolutions.
• Provide senior-level technical accounting support to clients and internal teams when required.
• Support client procedures and provide operational coverage during team absences or peak workload periods.

Process Improvement & Operational Excellence

• Contribute to the development, implementation, and continuous improvement of firm-wide policies, systems, and procedures.
• Monitor adherence to best practices, internal controls, and operational standards across the onboarding function.
• Identify, design, and implement process improvements to enhance efficiency, quality, and service delivery.
• Track onboarding team productivity and performance using internal reporting and monitoring tools.
• Oversee the development, implementation, and ongoing compliance with ISO 27001 and ISO 9001 standards.

Team Leadership & Development

• Lead, coach, and support a team of Senior Onboarding Specialists, setting clear expectations, goals, KPIs, and performance standards.
• Foster a positive, collaborative team culture aligned with the organizations core values.
• Provide regular feedback, mentoring, and professional development guidance to team members.
• Support onboarding team inductions, training programs, and individual development plans.
• Maintain open communication with team members and management, promoting transparency and engagement.
• Assist with recruitment and selection activities as required.

SKILLS AND QUALIFICATIONS

• Bachelor’s degree in Accountancy, Finance, or a related accounting discipline.
• CPA qualification preferred.
• Atleast 8 years of experience in global end-to-end bookkeeping AND works on multiple accounts in Australia and New Zealand
• Minimum of 3 years’ experience in a supervisory or team leader role within the ANZ market.
• Proven, hands-on experience in client onboarding is essential.
• Strong project management, process improvement, and operational excellence capabilities.
• Skilled in XERO and other accounting system
• Excellent verbal and written communication skills, essential for a client-facing leadership role.
• Strong analytical, problem-solving, and decision-making skills.
• Experience working in an offshore accounting or BPO environment is required.

 Work Schedule: Early Day shift (5 am – 2 pm)

 Work Setup: Hybrid