Job Description
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Finance Executive (US experience)
Engage Financial Solutions is an Australian-based business operations service provider, specialising in paraplanning, accounting, auditing, administration. As we continue our expansion into the USA and other global markets, we seek a detail-oriented and experienced Finance Executive to become part of our dynamic and growing team for our US market.
Key Responsibilities
As a Finance Executive, you’ll play a key role in supporting a US based client by:
- Recording and posting daily financial transactions
- Organizing and maintaining financial records
- Preparing financial reports (balance sheets, income statements)
- Supporting month-end and year-end close processes
- Applying accrual accounting principles to allocate revenue and costs
- Reviewing Profit & Loss statements for accuracy
- Assisting with variance analysis and ad hoc financial tasks
- Collaborating with accountants and cross-functional teams
What We’re Looking For
We’re seeking someone who is proactive, analytical, and thrives in a structured environment. You’ll need:
- A degree or professional qualification in Accounting
- 2-3 years of experience in a similar role, with US BPO experience required
- Proficiency in QuickBooks, Xero, and DEXT
- Advanced Excel skills (VLOOKUPs, SUMIFs, macros)
- Strong organizational and time management skills
- A sharp eye for detail and accuracy
- Initiative to improve processes and work independently
Why Work With Us?
At Engage Financial Solutions, we value our people and offer:
- Competitive salary
- Health insurance coverage
- Performance-based bonuses
- Ongoing training and career development
- Hybrid work model (after probation)
- Birthday perks and team engagement activities
SEND YOUR CV TO admin@engagefinancial.com.au