Credit Control Officer / Book Keeper

Who are we? 

Howdy, we're PlanCare. A young, exciting, and innovative HealthCare Service & Platform with its sights set on revolutionising the ‘Healthcare at Home’ market through innovative technology. 

Our work has seen us recently listed by The Australian Financial Review (AFR) as one of Australia's Top 10 ‘Most Innovative’ Companies in Health.

You see...we like to think of ourselves as slightly different from the rest of the crowd! We're building a fun and inclusive brand and want you to be part of it. A business that will help older Aussies take control of their Homecare Package funding to self-manage and help them reach their goals. 

As part of our growth, we're recruiting a Credit Control Officer/Bookkeeper for our accounts team. If you want to be part of a great team, help make a positive change for many older Australians, and be involved in growing our brand and business, then apply below. 

If you are new to the healthcare and older adult industry, don't worry, as full training will be given. We're looking for good humans with the right aptitude who want to make a difference. 

The Role

Reporting directly to the Group Accountant, you will be pivotal in our Credit Control operations within a supportive environment. This position presents an exceptional opportunity to gain valuable experience and make a meaningful impact within our company. 

You are someone who has excellent administration skills, attention to detail, and, ideally, a background in supporting older Australians and basic knowledge of how the My Aged Care Home Care Packages work, though this is not essential as full training and support will be provided.

The role will look like this:

Contact clients via phone and email to follow up on unpaid invoices

• Actively communicate with clients through phone calls and emails to remind them of outstanding invoices.
• Provide courteous and professional assistance to address any queries or concerns regarding payment.

Reconcile customer accounts and ensure accurate allocation of all receipts.

• Identify discrepancies and rectify them promptly to maintain the integrity of financial data.
• Carefully allocate incoming payments to the appropriate customer accounts.

Collaborate with team members across various business units to address any outstanding payment issues or client inquiries.

• Work closely with colleagues from different departments to resolve payment-related issues effectively.
• Provide support and guidance to colleagues regarding client inquiries and payment processes.

Generate end-of-month reports (Debtors Reports in Excel) with accompanying commentary.

• Prepare detailed reports summarising outstanding invoices and payment statuses.
• Analyse data and provide insightful commentary to aid decision-making and financial planning

Monitor and manage the email inbox.

• Regularly check and respond to emails related to payment inquiries and customer correspondence.
• Organize and prioritise emails to ensure timely resolution of issues and inquiries.

Perform data entry in Xero and other internal accounting systems

• Accurately input invoices and bills and relevant information into accounting software.
• Maintain up-to-date records and ensure data integrity in all accounting systems used by the company.

Provide ad hoc administrative support to the accounts department as needed.

• Assist with various administrative tasks to support the smooth operation of the accounts department.
• Flexibly handle additional responsibilities and projects as assigned by supervisors or team leaders.

This role is full-time, desk-based, ongoing, and based in our Perth CBD office. 

We’re looking for someone who: 

• Is reliable and punctual
• Has superb communication skills, both written and verbal
• Has a person-centred attitude and is committed to supporting people over 65 to live at home and have more choice and control over the support they need.
• Is able to create and maintain relationships with clients and other providers
• Has a positive can-do attitude and isn’t afraid to share ideas and feedback to help us grow
• Is a fast learner and can learn independently
• A can-do attitude and approachable nature
• Knowledge and experience in case management or ability to learn.
• Enjoys working in a team environment and having a laugh at work.

You’ll definitely need to have: 

• Certificate IV in Accounting/Bookkeeping
• Minimum one year of accounting/bookkeeping experience.
• Excellent computer skills and attention to detail, including proficiency in Microsoft Office suite, including Word, Excel, and Outlook
• Strong team player with excellent communication and interpersonal skills.
• Ability to communicate with clients in a friendly and confident manner.
• Excellent problem-solving skills
• A recent (less than three months) Police check (or the ability to get one) or current NDIS Worker Screening Check
• The right to work and live in Australia

It would be especially great if you had: 

• Understanding of NDIS and Aged Care funding processes is advantageous
• Experience with My Aged Care, Homecare Packages (especially self-management of HCP) and community care and is confident with answering client questions related to their support plan and funding
• A qualification in Aged Care / Community care
• Lived or learned experience of Aged Care
• Experience using PRODA / MAC Portal / Services Australia portal

But we’ll still consider you if you don’t.   

What’s in it for you?

• Fun and enjoyable working environment
• Career opportunities as we're growing fast
• Industry competitive salary

Sound like a role you’re interested in? Apply now! Don't think you can meet all the criteria? Apply anyway! It's all about the right fit, not the right resume, for us.

PlanCare is an equal opportunity employer, and we encourage individuals of diverse backgrounds (including, but not limited to, Aboriginal and Torres Strait Islander people, people from Culturally and Linguistically Diverse backgrounds, people in the LGBTQI+ community, and people with a disability) to apply. 

You must be able to attend an interview via teleconference.

If you wish to have a confidential conversation regarding this role, please get in touch with us on 1800 024 000 and ask for Sunita.

We may be able to shortlist for this position before the closing date. 
STRICTLY NO AGENCIES.