Job Description

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

The Payment Services- Analyst role reports to the Senior Manager, Payroll & Payment Services. CFS Payment Services is part of CFS’s Finance & Fund Services Business Unit which is accountable for CFS to achieve its strategic financial objectives.

This role offers an excellent opportunity for a motivated finance professional to grow with a supportive team, contribute to process enhancements, and play a critical role in the ongoing success of CFS Payment Services.

Your Responsibilities

This role works in a small team accountable for delivering strong customer service to CFS employees, internal teams and third-party suppliers/stakeholders. You will have a can-do approach to problem solving and continuous improvement mindset. You require high attention to detail and an exceptional customer service ethos providing timely responses to queries. A key aspect of this role is enhancing the customer experience. By promptly resolving queries and addressing issues, the Analyst minimises customer frustration and significantly boosts customer services satisfaction levels.

You will be involved in:

• Timely and accurate processing of Accounts Payable (AP) deliverables and proactively managed aged AP/Creditors. This will include managing/monitoring the accounts payable email inbox, validating invoices against PO’s and reconciling supplier statements.
• Timely and accurate processing of Accounts Receivable (AR) Deliverables and proactively manage aged AR/Debtors.
• Support with corporate card management such as administering the Corporate Card Management (CCM) portal.
• Ensure timely response to business and supplier enquiries
• Identify opportunities to simplify, standardise, and automate processes where possible

Your Capability and Experience

• Proven experience in providing exceptional customer service.
• Previous experience in an Accounts Payable / Accounts Receivable function.
• Enjoy working in a fast-paced, results driven environment.
• Ability to use multiple systems and understand complex information.
• Ability to adapt to an ever-changing environment.
• Excellent communication and active listening skills.
• Ability to investigate issues and find solutions.
• Strong attention to detail, with the ability to identify areas of risk and support the implementation of effective controls.
• Strong dedication to continuous improvement through the streamlining of processes or automation.
• Oracle ERP experience.

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services
• Additional leave day to celebrate your birthday
• Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
• Exclusive discounts on retail, travel and entertainment

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Apply today and join us in helping Australians to achieve their financial freedom.

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based on Gadigal Land (Sydney).