At a Glance
- Tasks: Manage financial records and support accounting functions in a growing fund management company.
- Company: Upscale Funds Management, a fast-growing fund manager with a family-oriented culture.
- Benefits: Competitive salary, flexible hours, 5 weeks leave, and potential for equity incentives.
- Other info: Work in a supportive environment with endless learning opportunities and no office politics.
- Why this job: Join a dynamic team and make a real impact in the finance sector.
- Qualifications: Experience in bookkeeping, Xero, and Microsoft Excel; accounting degree preferred but not essential.
The predicted salary is between 80000 - 90000 $ per year.
Upscale Funds Management (UFM) is a fund manager that buys farmland at agricultural prices and turns it into higher value income streams that few can access. UFM and its associated companies started in 2016, with more than a decade pioneering a new way of land management. They have a demonstrated track record of high performance and returns, are growing fast, currently managing 7 funds with $80m under management, own 17 properties across 77,000ha in Queensland, employ 18 staff, and have 100 wholesale repeat investors. UFM is one of the largest developers of biodiversity offsets in Australia and has its own Australian Financial Services License. They also operate Upscale Carbon, a carbon farming agent, and Upscale Offsets, a biodiversity offset broker, both helping landholders develop their own natural capital. UFM has offices in Toowoomba and Chinchilla.
We are a family-oriented, value-driven company, and cultural alignment with staff and stakeholders is important. Our values include:
- Authenticity: country style integrity, humility, we look you in the eye when we shake your hand, our word is important.
- Hunger: eager to learn, pioneer, do great things.
- Resilience: bounce back positively after the inevitable 2 steps forward and one back, jumping hurdles is what we do.
- Accountability: we deliver on promises, accept responsibility, believe that investor's money is more important than our own.
About the role: We are seeking an Experienced Bookkeeper to join our dynamic team at Upscale Funds Management in Toowoomba, QLD. This is a part-time position that offers a fantastic opportunity to utilise your bookkeeping expertise in a growing organisation. As an Experienced Bookkeeper, you will play a vital role in maintaining accurate financial records and supporting the operational efficiency of our accounting functions. Your meticulous attention to detail and strong organisational skills will directly contribute to the financial health and compliance of our clients and organisation.
What you'll be doing: Tasks may vary depending on skills and experience. The primary accountabilities for the role will be:
- Coding and AP/AR management for multiple entities.
- Calculation of and preparation of workpapers for inter-entity transactions, invoicing, and adjustments as required.
- Assistance with preparation and management of compliance documents.
- Assistance with other administrative tasks as and when the need arises.
With progression to:
- Assisting financial controller with end of month and quarter finalisations within defined timeframes.
- Preparation of quarterly BAS.
- Preparation of workpapers for end of period adjustments.
- Assistance with investor communications and maintenance of investor details.
What we’re looking for: While it is preferred that candidates have an accounting or equivalent degree, experience is also valued. As an agile business, we are able to match the tasks of the role with the capability of the right applicant. Experience with Xero and Microsoft Excel is essential.
The ideal characteristics of the role are:
- Strong attention to detail: completes the little things, checks and takes responsibility for own work, and doesn't cut corners.
- Drive & initiative: high energy, focused on delivery, self-motivated, enthusiastic and positive.
- A learner: enthusiasm to take on new tasks and work outside comfort zone.
- Accountable: trustworthy, takes responsibility, adaptable, gets the job done without having to follow up.
- Maturity & common sense: self-aware, little ego, accepting conflict & that not everything goes to plan, being discreet, mature enough to ask questions if you don't know the answers.
What we offer:
- HOURS: Part-time, but hours negotiable. Our ideal candidate would be available 8:30am - 3pm Monday, and 9am to 3pm Tuesday to Friday.
- LOCATION: This role can be performed from either Toowoomba or Chinchilla.
- REMUNERATION: $80,000 - $90,000 salary package (FTE equivalent including super), depending on experience, plus an annual performance bonus of up to 10%.
- LEAVE: Leave is 5 weeks p.a (FTE). It is expected that approximately 3 weeks leave will be taken from Christmas to mid-January when the office is closed.
Other benefits that may be of value to you include potential flexible work arrangements, a positive environment with no politics, and exposure to endless continuous learning opportunities. There is potential for equity incentives in time, for the right candidate.
Experienced Bookkeeper employer: Upscale Funds Management
Upscale Funds Management is an exceptional employer located in Toowoomba, QLD, offering a vibrant work culture that values collaboration and innovation. With a strong commitment to employee development, we provide competitive salaries, generous leave entitlements, and opportunities for professional growth, ensuring that your contributions are recognised and rewarded. Join our passionate team where you can make a meaningful impact in the agricultural sector while enjoying a supportive environment that fosters creativity and career progression.
