Bookkeeper / Admin Manager

This is a great opportunity to be part of a small, friendly team and with the potential to work from home and within school hours.

We’re a small, family owned enterprise with a team of five.

As Bookkeeper / Admin Manager you will have a diverse and challenging role as our business activities span property investment, media, business coaching and events.

We’ve continually been in business since 1987. In this time, we’ve successfully created, grown and sold several businesses. We always strive to create a great work environment and our turnover of personnel has been extremely low.

You can see more about our current businesses via these websites: www.latzbusinesscoaching.com.au

www.thelatzreport.com.au

www.micromobilityreport.com.au

www.micromobilityconference.com

Duty Statement

Part One: Regular Bookkeeping Duties

1. Keeping accurate, up to date financial records in Xero for about five legal entities. (Our investment properties are held in separate company/trust structures to our business trading company.) Have all records ready for a scheduled monthly financial review meeting with the owner.
2. Calculating and paying all wages including Media Manager’s commission, plus complying with superannuation, workers compensation, leave tracking and loading payment and other employment related legal requirements.
3. Recording and paying accounts. Proactively reviewing amounts for regular / annual payments, in particular and looking for discrepancies, plus alternative suppliers and ways to save money.
4. Raising invoices, recording all payments received and chasing overdue payments. This will include sales commission earned by our company from a third party.
   (We have a relatively small volume of accounts receivable.)
5. Keeping track of timing and amounts or regular payments due from several external income sources.
6. Submitting quarterly BAS accurately and on time.
7. Preparing all necessary information for the accountants when required for annual tax returns etc.
8. Preparing all necessary information for our finance broker when required.
9. Financial administration of our SMSF including ensuring that optimum concessional contributions are paid on time, withdrawals are accounted for correctly etc.
10. Regularly allocating our business income into the appropriate ‘Profit First’ bank accounts according to the TAP’s (Target Allocation Percentages).
11. Keeping our KPI spreadsheet up to date and reviewing it once a month with the owner.
12. All other related duties as directed.

Part Two: Business Coaching Support

1. Maintain and update the forms we regularly use for our business coaching clients.
2. Collect, collate and share the quarterly benchmarking data from our ‘Leaders Group’ coaching clients (currently six clients in this group), using the template that has already been created.
3. Take part in our quarterly Leaders Group zoom meetings (our clients are spread throughout Aust & NZ) to provide a summary of the benchmarking data each month and to be a second pair of eyes and ears alongside the Business Coach.
4. On occasions, when requested, provide more in depth financial analysis of particular client situations and challenges.

Selection Criteria

Essential

1. Relevant bookkeeping / accounting qualifications and at least three years’ work experience in bookkeeping.
2. Excellent computer skills and in particular, proficiency in using Xero, Excel and Gmail.
3. Demonstrated consistent high level of attention to detail.
4. A proven track record of complete trustworthiness and discretion when working in highly responsible positions.
5. A proven ability to work and meet deadlines without supervision and to work well as part of a small team.
6. To live in or within a weekly commuting range of Mt St Thomas (3km south west of Wollongong CBD) and be able to work about one day per week at a shared office in this location.
7. Flexibility and willingness to tackle a wide range of tasks and be up for learning new skills and handling unexpected challenges as they appear from time to time.

Desirable

1. To have a home office set up and be able to work some of the hours from home.
2. To have some connection or empathy with at least one or more of the following areas: cycling, micromobility, urban design, liveable cities, environmental sustainability, government policy, innovative business and product development, mobility for people with a disability.
   Evidence of this might include:
   A study or professional career history in one of these areas.
   Having any sort of hobby or voluntary involvement in one or more of these areas.

Conditions of Employment

Permanent part time position. Initially estimated at 18 hours per week. (For example 3 x 6 hour days per week)

Some flexibility with working hours per day and days worked per week, so that they can fit in with school hours or other requirements.

Salary of $35 to $42 per hour depending upon qualifications and experience, plus superannuation, sick leave, holiday leave with loading and all other award conditions.

Your Next Steps

If this position interests you, then please send both your CV and a separate letter of application, in which you address how you meet each Selection Criteria, in the order that they appear above, using the same numbered paragraphs.

This is a test to see how well you can read and follow instructions.

If you don’t follow this instruction, then your application will not be considered.