Plan Managers
Core
Manage NDIS participant funding plans, handle invoicing, payments, and financial reporting for clients.
Role type
Plan Manager / Bookkeeper
Builds
Financial records and payment processes for NDIS participants
Domain
Disability support services / Accounting
Required skills
NDIS invoicing, Xero, MYOB, Microsoft Excel, accounts payable, accounts receivable, data entry, reconciliation, financial reporting
Preferred skills
Certificate IV in Bookkeeping, problem-solving, autonomous work
Technologies
Xero, MYOB, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Access
Responsibilities
Generating invoices and managing payment terms, Resolving payment issues and following up on overdue invoices, Managing accounts payables and receivables, Data entry and reconciliation using accounting software, Helping participants manage their NDIS funding, Handling client inquiries via phone and email, Assisting with financial reporting and reconciliations, Coordinating administrative tasks such as preparing service agreements and maintaining records