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.