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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Accounts Receivable and project billing, with proficiency in Xero and Pipedrive CRM. Strong numerical accuracy, attention to detail, and effective communication skills are essential for managing client invoicing and financial records.
Highest-signal resume keywords
Accounts Receivable ManagementXero ExperienceProject Billing ExpertiseStrong Numerical AccuracyExcellent Written Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
InvoicingBillingFinancial Record ManagementContractual ComplianceData EntryReconciliationDiscrepancy InvestigationClient OnboardingPurchase Order TrackingProgress Claims Preparation
Soft Skills
Attention to DetailOrganizational SkillsProactive Follow-ThroughClient CommunicationProblem-Solving
Tools & Technologies
XeroPipedrive CRMSpreadsheetsProject Trackers
Industry Keywords
Accounts ReceivableConstruction BillingContractingFinance AdministrationClient Support
About the role
Key responsibilities & impact- Prepare and issue customer invoices based on completed works, job sheets, project stages, purchase orders, and approved billing information
- Prepare and submit progress claims according to client and contractual requirements
- Maintain project billing records, including contract values, invoices, claims, variations, and completed but unbilled work
- Track required purchase orders and ensure information is recorded correctly
- Record approved variations and include billable variations in invoicing
- Maintain customer accounts, allocate receipts, issue statements, and support debtor follow-up
- Communicate with clients about outstanding invoices and billing queries
- Complete the finance component of new client onboarding and maintain Xero records
- Verify client legal entity details, ABN, billing contacts, payment terms, and purchase-order requirements
- Enter client call-ups and project or finance information accurately and promptly
- Support month-end reporting through billing information, reconciliations, and finance records
- Identify missing information, discrepancies, and potential billing issues and follow them through to resolution
- Maintain consistent information across Xero, project trackers, Pipedrive CRM, and other systems
- Identify recurring issues and suggest improvements to finance and billing processes
- Work closely with the Finance Manager and wider finance, operations, and management teams
Requirements
What you’ll need- 5+ years of relevant experience in Accounts Receivable, invoicing, billing, or comparable finance administration
- Experience with project billing or working within construction, contracting, or another project-based business highly regarded
- Xero and Pipedrive CRM experience highly regarded
- Strong numerical accuracy and attention to detail
- Confidence working with accounting systems, spreadsheets, and financial records
- Strong organisational skills and ability to manage multiple deadlines and priorities
- Excellent written English and clear, professional communication skills
- Ability to identify discrepancies and investigate issues rather than making assumptions
- Strong follow-through and ability to take ownership of tasks from start to finish
- Proactive approach to following up missing information, outstanding items, and billing requirements
- Comfortable communicating directly with clients and internal stakeholders
- Ability to work independently while knowing when to escalate matters requiring management input
- Previous experience supporting clients in AU/US/UK/CA or similar markets highly regarded
- Full-time availability for 40 hours per week
- Expected to reflect this engagement in LinkedIn profile
Benefits
Comp & perks- Fully remote role
- Full-time engagement, 40 hours per week
- Long-term opportunity
- Training and development
- Ownership and continuous improvement opportunities
