Offer summary

Qualifications:

Proven experience in finance management, particularly in budgeting and forecasting., Strong skills in Xero, Excel, and PowerPoint, with a focus on clean and logical spreadsheets., Excellent communication skills, with the ability to convey complex information clearly and positively., Experience with Fathom is desirable but not essential..

Key responsibilities:

Deliver core finance services including budgeting, forecasting, and cash flow analysis.

Understand client business models to identify value-adding opportunities.

Enhance management reporting and financial processes continuously.

Build strong partnerships with clients, providing timely and actionable financial insights.

Job description

About us:

At We Are Lumen, we partner with small to medium-sized impact organisations-including not-for-profits and purpose-driven, values-led businesses that are creating meaningful change. Our services are tailored to meet each clients unique needs, whether it's providing financial management or supporting a smooth transition to Xero. Our goal is simple: to support our clients in the best way possible.

Learn more about us: wearelumen.com.au

Who were looking for:

You're adaptable, proactive, and thrive in dynamic environments with multiple clients and moving parts.
You're a problem-solver who brings both professional and personal financial insight to the table.
You communicate with clarity and integrity-even when the message is tough-and always bring a positive, team-oriented attitude.
You're confident working across multiple platforms, and your skills in Xero, Excel and PowerPoint are top-notch-your spreadsheets are clean and logical, and your presentations pack a punch.
Experience using Fathom is also desirable, but not essential.

The perks of joining our team:

Salary range between $98,000 - $110,000.
Incentive program to reward your contributions and achievements.
Work from home anywhere in Melbourne, with the flexibility to meet clients onsite as needed.
Monday to Friday, 9:00am 5:00pm schedule for work-life balance.
All equipment provided to set you up for success.
You'll be joining a fun, supportive, and values-driven team.
Additional leave benefits birthday leave, volunteer days, or wellness days.
Wellbeing allowance for health, fitness, or mental wellness activities.
Flexible public holidays swap days to align with personal values or cultural celebrations.

Job Overview:

As our Finance Manager, you'll play a pivotal role in providing both commercial insights and operational support to a diverse client base. You'll go beyond the numbers-delving into how businesses operate, uncovering growth opportunities, and offering strategic guidance with clarity and confidence.

In our small yet dynamic team, you'll enjoy a perfect mix of high-level strategy and hands-on execution, helping clients succeed while contributing to our own growth.

Key Responsibilities:

Deliver core commercial and operational finance services, including budgeting, forecasting, 3-way planning, cash flow analysis, and commercial insights.
Understand client business models deeply and identify opportunities to add value.
Roll up your sleeves in a small business environment-whether its journals, month-end, admin, or process improvements.
Continuously enhance management reporting, processes, and financial discipline.
Build strong, collaborative partnerships with clients, delivering timely, accurate, and actionable financial insights.
Provide exceptional service to both internal and external stakeholders, always aiming to delight the client.
Contribute to We Are Lumens financial success by identifying opportunities to grow our impact and brand through outstanding client work.

This role is ideal for someone who thrives on building strong client relationships, loves getting into the details, and approaches challenges with a proactive, problem-solving mindset.

Please Note: Candidates must reside in Melbourne, Australia and have permanent work rights with no restrictions to apply.

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