Finance Intern

Job Description A. Filing, Records and Data Entry • Scan, name and file accounting documents on SharePoint following the group folder convention, and retrieve documents when the team asks for them. • Key approved invoices, receipts and payment vouchers into NetSuite or MYOB, using the entity, account code and tax code shown on the approved form. • Tag incoming receipts to the matching customer and invoice, and pass anything that does not match to the supervisor. • Batch and index supporting documents for filing and for the auditors. B. Billing and Collections Support • Prepare recurring customer invoices from the template and billing list; check the quantity, rate and billing period before passing them for review. • Update the daily collection and outstanding report from the bank-in listing. • Update the accounts receivable ageing listing and highlight overdue accounts to the supervisor. • Send statements of account and standard reminder emails to overdue customers using approved wording, and record the replies in the follow-up tracker. C. Payments and Claims Support • Check supplier invoices against the approved order or service record — quantity, rate and GST — and highlight any difference. • Assemble payment listings with the supporting documents attached, ready for supervisor review. • Check staff claims and driver reimbursements against receipts, claim limits and approvals. • Help prepare driver payout and deposit refund listings from the operations report. D. Bank and Cash Support • Download the daily bank statements and update the cashbook for assigned entities. • Tick off bank-in and bank-out lines against invoices, payout listings and vouchers, and list the items that do not match. • Help with the monthly petty cash count and the credit card statement checking. E. Reports, Checks and Communication • Update the recurring daily and weekly trackers — fleet and driver reports, fuel top-ups, moving average, fund position — from the source data provided. • Carry out simple checks: totals cast correctly, no duplicates, the report agrees to the ledger; tell the supervisor what does not tie. • Answer straightforward questions from colleagues, customers and drivers on invoice, payment or refund status, and pass on anything that needs a decision. • Attend the daily finance stand-up and report what is done, what is in progress and what is stuck. • Prepare simple memos, schedules and slides in Word, Excel and PowerPoint. Requirements • Currently pursuing a Higher Nitec in Accounting at ITE and eligible for a 3-month or 6-month Industry Attachment. • Classroom understanding of double-entry bookkeeping; no work experience needed. • Basic Excel and Word (typing, sorting, filtering, simple formulas). • Careful with numbers and willing to check own work. • Comfortable asking questions when unsure, rather than guessing. • Punctual, reliable and able to keep company and customer information confidential. Nice to have, but we will teach it • Any exposure to an accounting system (NetSuite, MYOB, Microsoft Dynamics, Xero, QuickBooks). • Excel lookups and pivot tables. • Interest in finding faster or tidier ways to do a repetitive task.