Finance Manager AU (Simpro)

About The Client
The client is a Gold Coast-based air conditioning business with more than 50 years of history and around 80 staff across Gold Coast, Sunshine Coast and Ipswich. They are Queensland's largest Daikin Specialist Dealer, completing roughly 4,000 jobs a year across their residential builder and service divisions, with volume builders including Metricon, Coral Homes, Perry Homes and Stockland among their clients.
The client is in the middle of an exciting shift toward a higher-margin, service and maintenance-led model with recurring revenue. Finance is central to that shift: they need to see exactly where they make and lose money,and get cash in faster.
About Teamified
Teamified is a talent partner helping companies build exceptional remote teams across IT, software, product, and digital innovation. We collaborate with leading enterprises and fast-scaling tech businesses worldwide to help them access world class talent and accelerate growth. With operations across the globe our mission is to make building high performing global teams simple, fast, and cost-effective. Teamified has hundreds of clients with more than 200 engineers, testers, product managers, designers, and technology experts delivering impactful solutions every day.
Purpose of the Role
The Finance Manager is the engine room of the client's finance function. You will own the day-to-day finance operations (payables, receivables, reconciliations, payroll administration, office finance admin and compliance preparation) and turn the client's simPRO and Xero data into clear reporting and job-level margin insight. Your work gives the General Manager and owners reliable numbers, faster, so decisions are made on facts.
Key Responsibilities
The role also includes a standing rhythm of financial advice to the GM ahead of major decisions (hiring, new sites, major purchases, or holding back), delivered as part of the monthly reporting cadence and available on request.
1. Accounts receivable and cash flow (highest priority)
Prepare and submit progress claims and invoices to volume builders and service customers accurately and on time.
Run a disciplined debtor follow-up cadence; produce weekly ageing reports and escalate overdue accounts to the GM.
Maintain a 13-week rolling cash flow forecast and update it weekly.
Manage recurring billing for maintenance agreements, including renewals and failed payment follow-up.
2. Job costing and margin analysis
Reconcile simPRO job costs to Xero; identify unbilled jobs, unclaimed variations, uncharged materials and warranty costs.
Report gross profit by builder, job type, division and technician; flag jobs falling below target margin.
Support pricing decisions with margin data, aligned to the service-led business model.
3. Accounts payable and supplier management
Code, match and process supplier invoices in Xero; prepare payment runs for onshore approval.
Reconcile supplier statements (including Daikin); pursue rebates, warranty claims and early-payment discounts.
Maintain supplier records with strict change-control on bank details.
4. Reconciliations and month-end
Complete bank, credit card and intercompany reconciliations across all of the client's business entities.
Deliver month-end close to an agreed calendar, including accruals, prepayments and balance sheet reconciliations.
Produce a monthly management pack: P&L by entity, budget vs actual, WIP, cash position and plain-English commentary on what is really driving profit.
5. Payroll, tax and compliance support
Support payroll in Employment Hero: timesheet-to-pay checks, leave and super reconciliations.
Prepare BAS, GST and PAYG workings and stat-reporting packs for review by the external accountant.
Maintain finance SOPs and audit-ready documentation.
6. Reporting, forecasting and planning
Build and maintain KPI dashboards feeding the company KPI and incentive matrix.
Support the 5-year business plan with financial modelling, budgets and scenario analysis.
Build annual budgets and forecasts around the GM and owners' targets and growth plans, not simply last year's numbers.
Run periodic cost-control reviews (subscriptions, fuel cards, vehicles, supplier price movements).
Respond to ad hoc finance queries from the GM, owners and department managers.
7. Payroll administration, HR data and office finance admin
Enter new starters into Xero, including bank, tax, super, leave and pay templates, from completed onboarding forms, and check details before first pay.
Map employees in simPRO so labour is captured correctly for job costing (data entry only; no people-management decisions).
Prepare the weekly domestic hours report from timesheet data, in the agreed format and on the agreed day.
Reconcile fleet card transactions against vehicle tracker data each period and report exceptions to the GM.
Route marketing invoices, staff reimbursements and receipts to the correct approver or account, and confirm they are actioned.
Record scrap metal sales and receipts in the scrap metal spreadsheet.
Track and chase [named] invoices and keep the records up to date. Funding decisions remain with [name].
Track Teamified contract renewals (including named individual's) and alert the GM ahead of renewal dates.
Key Performance Indicators
Indicative measures and targets, to be confirmed at the start of the role and reviewed quarterly.
Cash collection: Reduce debtor days (DSO) on builder accounts by [X] days within 6 months
Cash collection: Keep debtors over 60 days below [10]% of total
Month-end: Deliver management pack by working day [5]
Accuracy: Bank reconciliations current 100% by working day [3]
Margin leakage: Identify and recover unbilled jobs and variations; reported monthly with $ recovered tracked
Payables: Process [95]% of invoices within [2] business days
Compliance: BAS / PAYG prep ready for accountant 100% on time
Payroll admin: 100% of new starters set up correctly in Xero before first pay, zero payroll errors from setup
Reporting: Deliver weekly domestic hours report and fleet card reconciliation on schedule every period
Contracts and invoices: Flag renewals [60] days ahead; follow up overdue invoices weekly
Forecasting: Update 13-week cash forecast weekly, without exception
Authority and Financial Controls
Prepares, but does not release, bank payments. All payment runs are approved and released by an authorised onshore signatory.
Supplier bank-detail changes must be verified and approved onshore before being actioned.
Payroll is prepared and checked here but approved onshore.
Employee bank, tax and super details are handled as confidential. Changes to existing employee bank details must be verified and approved onshore.
Funding decisions and contract renewal decisions sit with the designated owner/GM. This role tracks, records and follows up.
Xero and simPRO access is user-level (no administrator rights). Access is reviewed quarterly.
Must comply with the client's data privacy, confidentiality and information security policies.
Selection Criteria - Essential
Degree in accounting, finance or commerce, or equivalent (CPA / CA / CMA qualified or part-qualified preferred)
5+ years of finance or accounting experience, including AP, AR, reconciliations and month-end close
Strong working knowledge of Xero
Working knowledge of Australian GST, BAS and PAYG (or demonstrated ability to learn quickly)
Excellent written English and clear communication with non-finance managers
Advanced Excel / Google Sheets skills
High attention to detail, integrity and a habit of documenting processes
Reliable internet and a suitable remote work setup, and willingness to work the required AEST overlap hours
Selection Criteria - Desirable
Experience with simPRO, or similar field service or job management software
Experience in trades, construction, HVAC or project-based businesses (progress claims, retentions, WIP)
Experience with Employment Hero or Australian payroll, superannuation and award obligations
Experience supporting Australian businesses from offshore
Experience building dashboards and financial models
Personal Attributes
Ownership mindset: you spot problems and fix them, rather than waiting to be asked.
Numbers-driven, curious and commercial: you ask why a job lost money.
Clear, honest communicator who raises issues early.
Structured and dependable: deadlines, cadences and controls matter to you.
First 90 Days
Days 1-30: Learn the client's systems, entities and processes. Take over AP processing, bank reconciliations and new starter Xero setup. Document SOPs. Meet key managers.
Days 31-60: Own the debtor follow-up cadence, weekly ageing report, weekly hours report and fleet card reconciliation. Deliver the first month-end management pack. Begin simPRO-to-Xero job cost reconciliation.
Days 61-90: Deliver the first margin leakage report and 13-week cash forecast. Agree KPI targets with the GM and take full ownership of month-end close.
Benefits:
Flexibility in w

Work arrangement
No