We are seeking an experienced and detail-oriented Accounts Assistant to oversee and manage our billing operations. This pivotal role combines strong financial acumen with excellent IT proficiency to ensure accurate, timely, and efficient billing processes across the organisation. The successful candidate will drive continuous improvements in billing workflows, and act as the key liaison between finance, operations, and clients.

Key Responsibilities:

Billing Operations & Supervision

• Oversee the end-to-end billing cycle, ensuring accuracy and timeliness of all invoices raised

• Review and approve invoices before issuance, ensuring compliance with contractual terms

• Resolve billing discrepancies and complex client queries in a professional and timely manner

• Ensure all billing processes align with company policies and regulatory requirements

Financial Accounting & Reporting

• Assist the Finance Manager with daily duties and month-end close activities

• Maintain accurate billing records and reconcile accounts on a regular basis

• Assist in month-end close activities including revenue recognition and accruals

• Produce billing reports, KPIs, and dashboards for senior management

• Monitor outstanding receivables and coordinate with the collections team to reduce aged debt

• Support external audits by providing accurate billing data and documentation

Systems & Technology

• Utilise Xero (or similar cloud accounting software) for financial transactions, reconciliations, and reporting

• Leverage Autotask (or similar PSA/CRM platform) to manage service delivery billing and time tracking — experience desirable but full training available for the right candidate

• Champion the adoption of technology to automate manual billing processes and improve efficiency

• Maintain and optimise billing system configurations, templates, and integrations

• Produce and manage data using Microsoft Excel, including pivot tables and lookups for billing analysis

Stakeholder & Client Engagement

• Act as the primary point of contact for internal teams and clients regarding billing matters

• Collaborate with Sales, Operations, and Customer Success teams to ensure billing accuracy

• Communicate proactively with clients to resolve invoice disputes and ensure satisfaction

• Support commercial negotiations by providing billing data and trend analysis

Process Improvement

• Identify and implement improvements to billing workflows, reducing errors and processing time

• Develop and maintain billing policies, procedures, and standard operating guides

• Lead or contribute to finance system implementation and upgrade projects as required

Essential Requirements

Proven experience in a billing, finance, or accounts receivable role

Strong IT skills with confidence using financial and business management software

Proficiency in Xero or equivalent cloud-based accounting platform

Good Microsoft Excel skills (pivot tables, VLOOKUP/XLOOKUP, data manipulation)

Excellent attention to detail with a methodical and structured approach to work

Strong communication skills, both written and verbal, with the ability to liaise at all levels

Ability to manage competing priorities and meet deadlines in a fast-paced environment

High degree of integrity and discretion when handling sensitive financial data

Desirable Requirements

Experience using Autotask PSA or a similar professional services automation / CRM tool

Experience working in an IT services, managed services, or professional services environment

Familiarity with revenue recognition principles and subscription/contract billing

Experience leading system implementations or process improvement projects

Valsoft Corporation

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