Robert Walters - NDIS Plan Management Officer

These reports assist management with decision making to ensure financial sustainability of the organisation.

NDIS Plan Management:

• Perform all the accounting functions in the Finance areas of NDIS Plan Management, duties including but not limited to data entry in Careview, making NDIS online portal claims, creating clients ‘service bookings, maintain participants’ list, lodge NDIS payment enquiry, reconcile Plan Management clearing account and etc.
• Ensure all NDIS Plan management’s claims and payments are made, consistent with the
• Plan Management service agreement.
• Make contacts with suppliers, NDIA and clients when required.
• Issue NDIS Plan Management statements on a monthly basis.

Accounting and Administration:

• Assist accounts payable (AP) functions when required.
• Assist accounts receivable (AR) function when required.
• Assist accountants with monthly bank reconciliations and balance sheet reconciliations when
• required.
• Provide administrative support across the finance department.
• Undertake general administration duties as required for projects.
• Respond in an efficient and courteous manner to all queries from both internal and external
• customers.

Essential Skills and Qualifications:

• A Certificate or Diploma in Business or Accounting.
• High level of proficiency in Microsoft Office Suite, particularly Excel.
• Strong attention to detail with a high degree of accuracy in data entry and financial reporting.
• Previous experience with NDIS Plan Management and related financial processes is highly desirable.
• Excellent organisational and time management skills.
• Ability to work effectively in a fast-paced environment, managing competing priorities.

Personal Qualities:

• Confident, friendly, and professional communication style, both written and verbal.
• Ability to work autonomously while maintaining strong collaboration with the wider team.
• Proactive with good problem-solving skills and initiative.
• Strong commitment to health and safety practices and organisational compliance.
• If you are looking for a role that offers both responsibility and the opportunity to contribute to an organisation’s growth and financial stability, we encourage you to apply.

The ideal candidate will be proactive, detail-oriented, and capable of working autonomously with minimal supervision. You will possess strong communication skills, an ability to manage multiple tasks efficiently, and have experience working with NDIS-related systems.

To apply please click apply or call Jason McFarland on 07 3032 2289 for a confidential discussion.