About Plan Tracker

As a rapidly-growing industry leader, Plan Tracker is passionate about building confidence to choose, self-direct and thrive in life – for both our valued NDIS customers and our growing team. As a nationally registered Plan Manager, we’re dedicated to simplifying the NDIS by providing tools, services and education to participants, families and providers. We are invested in our community and spend time supporting and nurturing real relationships. We're looking for additions to our team who enjoy a fast-paced, agile workplace, have a keen eye for numbers and are born client & provider whisperers! 

About the role

You'll be working directly alongside a team of data entry and bookkeeping Ninjas.  As NDIS Plan Managers, the major focus of our work is coding and processing invoices for our NDIS Participants. This work includes processing reimbursements and invoices using the NDIS price guide and our own custom Plan Management System. You'll also be responsible for liaising with clients and providers, problem-solving day to day issues, and following up on client requests. This role comes with a high level of challenge and responsibility.  We love new ideas and you'll be encouraged to work collaboratively with your team to streamline and improve our services.

What can you expect working with the Plan Tracker team?

• A fast-paced workday with a strong focus on our customers. 

• Working in a young company means lots of growth and regular change. We're constantly innovating and improving.

• We collaborate with our team members through informal discussion, team meetings and our buddy system. 

• Workplace growth and development is encouraged and celebrated.

Benefits and perks

• A role which partners with people living with disability to encourage self direction in their lives

• A workplace that supports work/life balance.

• Working from home and engaging with our WA and national teams

• Learn, grow and feel supported personally & professionally
   

Desired skills and experience

You love to be challenged at work, and are looking to join a fast-growing organisation that has the potential to help you grow personally and professionally as you develop your skills.

• At least 3 years experience working in an accounts-based or similar financial role is essential.

• Knowledge of the NDIS is highly desirable but not essential.   

• You are Tech savvy and know your way around multiple systems, including CRMs, Google (Gmail, GDrive, sheets, docs etc) and have the ability to pick up new ones with ease.

• Positive 'Can Do' attitude. 

• Ability to analyse a task and provide a successful solution.

• Friendly and enthusiastic approach to life  

• You build relationships well, and value honesty and integrity in all you do.

Requirements

• Must be prepared to undertake a knowledge/skills test as part of our interview process.

• A National Police check and NDIS Worker Screening Check is required to be considered for this role.

Please address the following in your cover letter:

• We are a digitally focussed business. Please outline your experience, with relevant examples, using applications from G Suite, Microsoft Office Suite, ticketing systems and CRM databases? 

• Outline your accounts/bookkeeping experience.