Finance Administrator

Position Purpose

• The Finance Administration Assistant role is to assist in several business-critical internal finance processes. You will support a national team, acting as a conduit between HBA Legal and our parent organisation, Crawford & Company

• Overview of HBA

• Crawford Legal Services (operating as HBA Legal) is a team of award-winning solicitors offering a highly competitive suite of legal and technical claims services to meet the needs of today’s insurance marketplace. We have offices across the country in Perth, Sydney, Brisbane, Canberra, Melbourne and Newcastle. Whether as a stand-alone service provider or synchronising with other parts of the Crawford & Company network, we offer something very different when compared to traditional law firms. Our integrated model means clients’ challenges are tackled by our end-to-end approach across claims, adjusting and legal.

• While recently becoming part of the global Crawford business, we are continuing to operate as a stand-alone firm and trusted advisor to underwriters, brokers, insurers, insureds, corporates and governments across Australia. We lead the way in these markets when it comes to creative problem solving and commercially oriented solutions. We pride ourselves on alternative solutions to legal challenges and exceptional outcomes for clients aligned with their business goals.

Key Responsibilities

In this role, you will be responsible for:

• General Finance
• Assist with monitoring the cash flow including the management of HBA Legal cash flow spreadsheet.
• General data entry/filing
• Facilitating the Accounts Payable processes including creditors, anticipated disbursements, online court payments and conduct money, including providing remittances when requested
• Entering firm payable invoices and managing relationships with suppliers. Pay firm payable invoices and matter disbursements on a weekly basis.
• Reconciliation of disbursements paid and entered, including cross-checking of account entered details to ensure payment is being made to correct bank accounts.
• Enter, manage, and create intercompany invoices.
• Billing and support
• Answering finance related queries from admin staff
• Daily monitoring of HBA Accounts inbox, including review of payment requests, responding to external and internal queries
• Processing of staff reimbursements.
• Create and update/amend client rates within Affinity. Ensure new client agreements or client correspondence are provided for audit purposes. Revalue WIP and apply new rates. Confer with admins and fee earners regarding rate issues. Keep record of rate amendments and client agreements.
• File and reconcile within Xero.

Administration

• Support the onboarding of new starters of HBA Group:
• Liaise with fee earners re: practicing certificate reimbursement.
• Set up new employees with Firm Time code in Affinity.
• Add new starter to insurance.
• Remove/add employees to firm Uber account.

Key Capabilities

To be successful in this role, you must be able to:

• Contribute well to the team and work collaboratively and effectively across the organisation.
• Demonstrate effective time management and work organisation; engage in conversations with their colleagues to challenge priorities and agree a way forward effectively.
• Provide colleagues with information, data and advice to help them exercise sound judgement for the benefit of HBA.

Selection Criteria

Essential

Ability to work autonomously.

Demonstrated experience in accounts payable and accounts receivable functions.

High degree of accuracy with attention to detail and data entry skills

Proven ability to meet deadlines, and to identify and resolve problems.

High level computer skills in the use of Microsoft Office

Proven ability to communicate, both orally and in writing, in a clear and concise manner.

Ability to work under pressure and as part of a team environment.

Desirable

Experience with systems including Affinity, Xero, Deputy, Harvest, Redmine, etc.

Experience in the Insurance sector