Finance Officer

Role Profile – Finance Officer

General role information

Reports to

Group Finance Controller

Branch

Operations

Department

Finance

Role Purpose

Provide effective administration and operational support for the organisation's broking administration systems across multiple entities. The role supports the Group Financial Controller, brokers and authorised representative by ensuring the accuracy, integrity and efficient operation of the various systems that underpin premium processing, receipting, debtor management and premium reporting.

The Finance Officer is responsible for maintaining data quality within the broking platform, supporting financial workflows, and assisting with preparation of basis bank reconciliation and reporting processes that contribute to robust financial controls.

Working closely with authorised representatives, brokers and external counterparties, the position helps resolve system and transactional queries, supports financial operations, and ensures the broking administration system effectively supports business growth and operational efficiency.

Key Result Areas & Key Performance Indicators

Essential job functions include those responsibilities described in the Key Result Areas sections. To successfully perform this job, the individual must be able to perform each essential job function satisfactorily.

Key Result Areas

Key Performance Indicators

Strategy and Planning

• Contribute to the development and continuous improvement of finance processes and internal controls.
• Support the Group Finance Controller in maintaining efficient financial workflows across both broking and the authorised representative business.
• Assist with portfolio and financial data management that supports operational planning and reporting.
• Support improvements in the use of broking administration systems and related finance tools.

• Demonstrated contribution to strengthening financial controls and processes.
• Effective support of portfolio management and financial data accuracy.
• Continuous improvement of finance procedures and workflows.
• Timely support of financial reporting and operational planning requirements.

Policy, Process and Procedures

• Ensure compliance with all relevant legislation, AFSL obligations and company policies relating to financial operations and client money handling.
• Follow established financial procedures relating to premium processing, receipting and debtor management.
• Maintain accurate financial records within the broking administration system.
• Support governance and finance control frameworks across both the broking entity and authorised representative network.

• Full compliance with internal policies, procedures and regulatory obligations.
• Accurate and consistent use of finance systems, registers and operational tools.
• Effective monitoring and follow-up of finance controls across broking and AR operations.
• Timely completion of required financial records, reporting and governance documentation.

Customer Focus

• Support financial operations across multiple AFSL licensed entities.
• Process daily premium receipting and ensure accurate allocation within the broking administration system.
• Manage payments including client refunds and underwriter remittances and take-backs.
• Monitor and manage unallocated cash balances and ensure prompt reconciliation.
• Monitor and manage other outstanding compliance items including active follow ups of stakeholders
• Assist in monitoring overdue accounts and support debtor management processes.
• Liaise with brokers, insurers and premium funders to resolve transaction discrepancies.
• Respond to account queries from internal stakeholders, clients and authorised representatives.
• Collaborate with the Group Finance Controller to support trust accounting and reconciliations.
• Provide operational support to the authorised representative network including financial processing and reporting requirements.
• Assist with financial reporting processes including month end and management reporting.

• Accurate and timely processing of receipting and financial transactions.
• Effective management and reduction of unallocated cash balances.
• Timely follow-up and resolution of overdue accounts.
• Prompt and accurate resolution of financial and account queries.
• Accurate trust accounting support and reconciliations.
• Reliable servicing of authorised representatives and internal stakeholders.

Stakeholder Management

• Build and maintain strong working relationships across the Metrix group.
• Develop effective working relationships with brokers, underwriters and premium funders.
• Support collaboration between finance, broking teams and authorised representatives.
• Engage professionally with external stakeholders including accountants and service providers.
• Support the annual AFSL audit processes, responding to auditor requests in a timely manner.

• Positive feedback from internal and external stakeholders, including authorised representatives.
• Effective collaboration with broking teams, ARs and finance staff.
• Professional and timely communication with insurers, premium funders and service providers.

Knowledge, Skills & Experience

Minimum knowledge and skills required to competently undertake the role.

Relevant qualifications and/or years of experience in relevant industry/role.

Knowledge

Skills

Experience

• Understanding of financial administration processes within the insurance broking industry.
• Knowledge of premium processing, receipting and debtor management workflows.
• Awareness of trust accounting requirements and financial controls relevant to AFSL environments.
• Familiarity with broking administration systems and financial reporting processes.

• Strong attention to detail and financial data accuracy.
• Effective communication and stakeholder management skills.
• Ability to build strong working relationships with internal teams and external partners.
• Analytical and problem-solving capability.
• Strong organisational and time management skills.
• Proficiency in Microsoft Excel and financial systems.

• 2+ years' experience in a finance or administration role within the insurance industry preferred.
• Experience working with broking administration systems (e.g. WinBEAT, Insight, iBais or similar) desirable.
• Experience supporting financial operations including receipting, reconciliations or debtor management.
• Tier 1/Tier 2 ANZIIF qualifications advantageous but not required.