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