AI-Driven Bookkeeper
About the Role
We are looking for a proactive, AI-driven Bookkeeper / Finance Operations Specialist who enjoys improving systems, removing manual work, and finding smarter ways to run finance operations.
You will manage core bookkeeping and finance operations while actively using AI and automation to improve speed, accuracy, and efficiency across the business.
We are looking for someone who regularly thinks:
How can this be automated or simplified?
How can AI reduce manual work here?
How can this process run faster and more accurately?
What repetitive tasks can be eliminated?
How can I improve how finance operations work?
If you use tools like ChatGPT, Claude, Gemini, or automation platforms to improve your work, you will thrive in this role.
Key Responsibilities
Bookkeeping & Finance Operations
Process daily financial transactions (receipts and payments)
Maintain accurate cashbooks and loan-related financial records
Manage accounts payable and accounts receivable
Ensure accurate documentation and record keeping
Support month-end close and reporting activities
AI, Automation & Process Improvement
Identify opportunities to automate or simplify manual finance tasks
Use AI tools to improve productivity and reduce repetitive work
Build templates, workflows, prompts, and simple automations
Continuously improve finance processes and systems
Reconciliations & Controls
Perform daily bank reconciliations
Reconcile loan and clearing accounts
Identify and escalate discrepancies quickly
Maintain strong financial accuracy and control standards
Loan & Treasury Support
Support loan ledger maintenance and funding processes
Assist with investor reporting and distributions
Support payout calculations and finance ad-hoc tasks
Ensure accuracy of loan and financial data
What We’re Looking For
Core Requirements
Experience in bookkeeping, finance operations, lending, mortgage, or financial services
Strong attention to detail and accuracy
Comfortable working in fast-paced environments
Strong organisational and execution skills
Clear communication skills (written and verbal)
Strong systems thinking and process awareness
Experience using AI tools (ChatGPT, Claude, Gemini, or automation tools)
Ability to identify inefficiencies and improve workflows using AI
Strong problem-solving and prompt-thinking ability
Open to learning and experimenting with new tools
Ideal Candidate Profile
We are looking for someone who is:
Proactive and self-driven
Curious about AI, automation, and efficiency
Fast learner with strong initiative
Able to work independently with minimal supervision
Energetic, reliable, and confident
Naturally improves systems instead of just following them
Excited by ownership, growth, and continuous improvement
Australian finance or mortgage experience is valuable, but attitude, adaptability, and willingness to learn are equally important.
Why Join Us?
Join a high-growth finance business with ambitious targets
Work directly with leadership in a high-impact role
Help shape smarter, more scalable finance operations
Gain exposure across bookkeeping, lending, treasury, and reporting
Use AI and modern tools to transform finance workflows
Build a modern finance operator skillset, not just bookkeeping experience
If you enjoy solving problems, improving systems, using AI to work smarter, and taking ownership in a fast-moving environment, we’d love to hear from you.