Finance Data Capturer

SUMMARY:
-

POSITION INFO:

Join a respected professional body at a critical time of operational growth and system enhancement. This role offers the opportunity to bring precision and structure to a high-volume finance environment where accuracy is non-negotiable.

Due to increased operational demands, a well-established organisation within the taxation and professional services space is seeking a Finance Data Capturer on a fixed-term contract. This role is essential in ensuring the integrity, accuracy, and timeliness of financial data across systems, supporting both daily operations and broader financial reporting requirements.

The successful candidate will play a key role in maintaining clean financial records, processing member transactions, and supporting reconciliation efforts. This is a detail-intensive position suited to someone who thrives in structured environments and takes pride in consistent, accurate output under pressure.

Our client is a leading professional body within the taxation sector, supporting a large national membership base through education, resources, and advocacy. The organisation is known for its commitment to excellence, ethical standards, and continuous development within the finance profession.

What You’ll Do

• Capture, reconcile, and allocate member receipts on Xero
• Process member transactions accurately and within required timelines
• Perform NETCash processing and manage debit-order runs
• Support finance reconciliations and conduct data integrity checks
• Maintain accurate financial data across Xero and CRM systems
• Assist with ad-hoc finance reporting and data-related tasks

What You Bring

• Matric Certificate (minimum requirement)
• Xero and/or Excel certifications advantageous
• Minimum 10 years’ experience in finance data capturing and processing
• Advanced proficiency in Xero and Microsoft Excel
• Intermediate experience working with CRM system workflows
• Strong understanding of basic accounting principles and financial reporting fundamentals
• High level of accuracy, attention to detail, and data integrity awareness

What Success Looks Like

• Consistently accurate and timely processing of high-volume financial data
• Strong adherence to financial controls, compliance, and confidentiality standards
• Ability to meet tight deadlines without compromising quality
• Reliable support to the broader finance team through clean, structured data
• Proactive contribution to maintaining system integrity and process efficiency

Client Information
A nationally recognised professional body within the taxation sector, dedicated to advancing industry standards and supporting members through education, advocacy, and professional development.