Responsibilities

• Manage, monitor, and maintain budgets of an assigned caseload of participants over the course of their plan/s.

• Ensure supports are purchased in line with plan budgets as per the NDIS guidelines.

• Effectively quality assures data entry of invoices and manages invoice inquiries.

• Update internal CRM system with timely and accurate information

• Perform all general administrative duties as required

• Resolve any issues identified with payments

• Manage internal & contractors receivable/payable

• Track plan end dates and manage the transition to the new plan period.

• Monitor individual client plan budgets to identify irregular activity, and take the necessary actions to investigate and rectify such activity,

• Process entry and exit procedure for clients to and from the NDIS Plan Management program.

• Receive and check client invoices and gain approval from clients for expenditure.

Key Skills

• Accounts Receivable and Accounts Payable.
• Reporting & KPI’s
• Reconciliation & Financial Audits
• Service Agreements & Bookings
• Leadership, Mentoring & Negotiation skills
• Interpersonal & Organisational skills
• Critical analysis and decision making.

Key Deliverables

• Plan Management – generate service agreements and monitor plan outcomes and expenditure to ensure plans remain in budget.
• Enquiries and Referrals – accept, respond to and register enquiries for various teams.
• Reporting – monthly report on each client.
• Record Keeping – ensure clear, accurate and timely records are kept.
• Ethical and Professional Work Practices – work ethically and confidentially to maintain the dignity of participants and the privacy of their information.
• Team Work – Build a positive team environment through the demonstration of good communication and interpersonal skills.

Desirable

• Strong admin and data entry skills
• Proficiency with technology
• A positive attitude towards people with a disability.
• Ability to assess and respond to individual needs.
• Superior organisational skills.
• Be a team player and self-motivator.
• Demonstrated adaptability and ability to learn quickly & communicate effectively within the team

Nice to Have

• Qualifications in Accounting or Bookkeeping with current relevant membership e.g. ACCA, ICB, or IPA is highly desired
• Previous experience in the implementation, monitoring and review of Individuals NDIS Plans.
• A thorough knowledge of the NDIS and the price guide.
• Previous experience in administrative procedures, including cash management.
• Demonstrated accounts payable / accounts receivable experience