Finance Manager & Team Leader Plan Management

The purpose of the role is to contribute to the lives of people with a disability and their families through the ongoing quality improvement and service delivery across group of companies. 

The Finance Manager & Team LeaderPlan Management will play a pivotal role in the finance and operations of the Plan Management service delivery, while simultaneously advising and supporting the strategy and operations of the Direct Employ service in relation to NDIS compliant financial operations. 

This multifaceted position requires a combination of deep technical knowledge of NDIS financial mechanics, technical accounting expertise, leadership skills, and the ability to drive process improvements to ensure the smooth functioning of financial and accounting processes.

NDIS Financial Operational IP:

• Develop and manage the companies Operational IP across NDIS financial compliance practices.
• Develop and manage internal knowledge of NDIS pricing arrangements rules interpretation, and practical application within the organisation.
• Consult and advise teams across the organisation on technical financial cases in relation to the NDIS Pricing Arrangement and ongoing changes in relation to PACE
• Lead and support cases with financially technical NDIS matters

Financial Management, Budgeting and Forecasting:

• Oversee the day-to-day financial activities of Plan Management department, ensuring accuracy and compliance with accounting standards and NDIS rules and regulations.
• Conduct regular audits to identify discrepancies and resolve issues promptly.
• Direct the preparation of financial reports that summarise and forecast the organisation's financial position including income statements, balance sheets and analyses of future earnings and income while collaborating with other departments to develop annual budgets and financial forecasts.
• Monitor budget variances and implement corrective actions when necessary.
• Provide insights and recommendations to support strategic financial decision-making

Team Leadership:

• Lead, mentor, and inspire a team of Plan Management professionals.
• Foster a collaborative and productive team environment, promoting open communication and knowledge-sharing.
• Set performance expectations, conduct regular evaluations, and provide constructive feedback to team members.

Compliance and Regulatory Reporting:

• Ensure compliance with NDIA and compliance with financial legislation and standards including determining, implementing, monitoring, reviewing and evaluating budgetary and accounting strategies, policies and plans in consultation with other managers within the organisation
• Stay updated on changes in NDIA regulations and assess their impact on the company's financial practices.

Process Improvement:

• Identify opportunities for process optimisation within the Plan Management department.
• Implement efficient and effective accounting processes to ensure compliance and streamline workflows, including coordinating the development, implementation and monitoring of accounting systems
• Continuously seek ways to enhance productivity and reduce operational costs.
• Lead and deliver the Plan Management systems transformation Project, assessing and managing the capital finance proposals and the financial status of the project
• Operate as the product owner of the new Plan Management system

Cross-Functional Collaboration:

• Collaborate with other departments to align financial strategies with overall company goals.
• Provide financial insights and support for strategic initiatives and projects.
• Effective communication and cooperation on compliance-related matters.

Continuous training and development:

• Stay informed about industry best practices and share relevant updates with the team.
• Willingness to learn and grow with the organisation

Qualifications / Experience

• Bachelor’s degree in accounting and finance. Minimum CPA ASA or equivalent certification
• Over 3 years NDIS experience across finance practices within the guidelines of the NDIS
• Strong understanding of accounting principles, financial reporting, and NDIS compliance requirements.
• Strong analytical experience and problem-solving abilities which allow you to adapt and understand the NDIS Pricing Arrangement and provide accurate and practical advice internally and to clients.
• Advanced proficiency in accounting software and demonstrated experience and capability of NetSuite, Salesforce, SharePoint, and Excel
• Proven project management skills with the ability to design and deliver projects in a commercial manner. Formal training or certification is a plus.
• Excellent leadership, team management skills, communication, and interpersonal skills 
• Experience in adapting to fast-paced change with internal business structure and outside industry practices 
• Strong verbal and written communication skills - and great phone manner
• Experience and/or knowledge of the lived experience of people with a disability and the NDIS, highly regarded.

Key Attributes:

• Logical and Analytical: Keep across ongoing sector changes to identify risk and opportunity. Analyse operational activity and develop key insights and process recommendations.
• Problem Solving: Identify diagnose and develop practical, commercial solutions.
• Effective Communication: Speak, listen, and write in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques. 
• Adaptability: Demonstrate a willingness to be flexible, versatile in a changing work environment while maintaining effectiveness and efficiency.
• Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance Carer Solutions’ effectiveness and impact.
• Attention to detail: Speak, listen, and write in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques.

Our Mission 

To be the first choice for Australians living with disability. 

We will do this by co-creating lives filled with genuine choice and relationships that come from a place of heart, authenticity, and trust. 

Our Values 

At Carer Solutions Australia we believe in actively living our company values and believe these are qualities that we look for in all our employees. ‘Living’ our company values is an important part of what makes us a great company. 

Going above and beyond is standard practice:

We're here to support those who often aren't heard – because seeing them shape their own lives is truly worth it. That's why we're 100% accountable and reliable. We never shirk our responsibilities, pass the phone, or pass the buck. 

We put relationships first:

We’re empathetic and understanding in every interaction in order to cultivate genuine and meaningful relationships. We see the person behind every opinion. And we set to work with the most effective form of help we know – kindness. 

We grow with integrity:

Our ambition to grow is driven by a desire to have a positive impact on a greater number of lives. 

We choose courage:

We let nothing stand in the way of achieving the most beneficial outcome for our Partners.

We are an equal opportunity employer.

Applicants are required to have rights to work in Australia.

We are not seeking support from recruiters at this point in time.