AR Officer

Purpose of the Position:

To manage day-to-day accounts receivable activities, ensuring insurance customer invoices, receipts, reconciliations and debt collection activities are completed accurately and on time. The role supports strong cash flow, maintains accurate customer accounts and provides professional service to internal and external stakeholders.

Location:

Reporting to:

34 Burton Road Cannington

Accounts Receivable Team Leader

Responsibilities:

• Manage assigned accounts receivable activities accurately and within required timeframes.

• Prepare and issue insurance customer invoices, credit notes and statements in accordance with company processes.

• Monitor outstanding debtor balances and proactively follow up overdue accounts.

• Allocate and reconcile customer receipts and maintain accurate customer account records.

• Investigate and resolve account discrepancies, payment queries and billing issues.

• Support the Accounts Receivable Team Leader with reporting, month-end activities and continuous improvement.

• Provide guidance and day-to-day support to Accounts Receivable Administrators where required.

Duties:

• Prepare, review and issue Insurance customer invoices and credit notes, using the pricing matrix and subject to their particular margin and parameters ensuring supporting documentation and approvals are complete.

• Process and allocate Insurance payments accurately and promptly.

• Perform regular customer account and debtor ledger reconciliations.

• Monitor aged receivables and undertake proactive collection activity by phone and email in line with agreed processes.

• Follow up disputed invoices and work with operational teams and insurance customers to resolve queries and obtain payment.

• Issue customer statements and respond to account enquiries in a professional and timely manner.

• Maintain accurate customer master data and supporting records in accordance with internal controls.

• Identify overdue or high-risk accounts and escalate concerns to the Accounts Receivable Team Leader.

• Assist with month-end close, reconciliations, aged debtor reporting and other finance reporting requirements.

• Assist with the preparation of information for audits and internal reviews as required.

• Support Accounts Receivable Administrators with routine processing, queries and workflow as required.

• Maintain confidentiality of financial and customer information and comply with Western Building policies and procedures.

• Contribute to process improvements that increase accuracy, efficiency and effectiveness within Accounts Receivable.

• Perform other reasonable duties as directed by the Accounts Receivable Team Leader.

Key Performance Indicators:

• Invoices, credit notes and receipts processed accurately and within agreed timeframes.

• Debtor ledger maintained accurately with minimal unreconciled items.

• Overdue accounts followed up consistently and aged debt actively managed.

• Customer queries and disputes resolved or escalated promptly.

• Month-end tasks and reconciliations completed accurately and on time.

• High level of compliance with company policies, procedures and internal controls.

• Positive and professional service provided to customers and internal stakeholders.

Qualifications / Experience:

• Previous experience in an Accounts Receivable, credit control or similar finance role.

• Sound understanding of accounts receivable processes, invoicing, receipting, reconciliations and debt collection.

• Experience using accounting/ERP systems and Microsoft Excel.

• Strong numerical accuracy and attention to detail.

• Good written and verbal communication skills, including confidence communicating with customers regarding outstanding accounts.

• Ability to manage competing priorities and work to deadlines.

• Relevant finance or accounting qualification is desirable but not essential.

Behaviours and Attributes

• Professional, respectful and customer-focused approach.

• High level of accuracy, organisation and attention to detail.

• Proactive and persistent approach to resolving outstanding matters while maintaining positive customer relationships.

• Strong communication and problem-solving skills.

• Ability to work independently while contributing positively to the wider finance team.

• Demonstrates integrity, confidentiality and accountability.

• Willingness to support junior team members and share knowledge.

• Adaptable and open to process improvement and change.

Occupational Health and Safety:

• Comply with all WHS policies and procedures
• Take reasonable care for own health and safety and that of others
• Report hazards, incidents, and near misses
• Participate in inspections, audits, and safety initiatives
• Support and promote a positive safety culture

Acknowledgement and Acceptance:

I have read this job description and I fully understand all my job responsibilities. I am able to perform these responsibilities as outlined and understand that my job description is not an exhaustive list of all functions that I may be required to perform and I may be required to perform additional functions.

This should be conducted in accordance with Western Building Pty Ltd.’s, policies and relevant statutory laws and legislation.

Full Name:    ________________________       Signature: _____________________

Manager:    ________________________       Signature: _____________________