Jobs at VBP

Supports client and adviser transitions by preparing transition materials, reviewing and uploading analysis reports, tracking migration progress, maintaining data accuracy, producing reports, and escalating administration queries. The role partners with Transition Managers and business development stakeholders to ensure seamless transitions, manage multiple projects, establish goals, and support client education within the financial planning sector.

Prepares monthly management accounts, budgets, forecasts, financial statements, variance analyses, KPI reports, and financial models. Supports month-end close, audits, regulatory reporting, strategic planning, and performance improvement initiatives while ensuring accounting standards, confidentiality, and internal policies are maintained.

Analyzes Finance business processes, gathers requirements, maps workflows, identifies risks and inefficiencies, and recommends improvements or automation. The role supports solution design, system configuration, UAT, defect resolution, project delivery, go-live readiness, training, change management, and stakeholder communications across Agile, Waterfall, or hybrid environments.

Oversee the end-to-end accounts payable function, including invoice processing, reconciliations, payment runs, controls, audits, and month-end support. Lead and develop the AP team, manage workloads and escalations, coordinate with vendors and stakeholders, and ensure service levels and KPIs are met. Drive process improvements, automation, system changes, risk mitigation, compliance, and finance transformation initiatives while maintaining accurate records and high-quality service delivery.

Supports Business Advisory & Tax operations through SharePoint administration, information and document governance, policy development, process improvement, application support, and stakeholder coordination. The role manages permissions, retention, records, and information architecture; develops procedures, training materials, and user guides; coordinates improvement projects and change management; and assists with testing, troubleshooting, and operational implementation.

Supports procurement and supply chain activities by sourcing suppliers, requesting quotations, preparing purchase orders, maintaining vendor records, tracking deliveries, monitoring contracts and supplier performance, and ensuring compliance with purchasing policies. Requires strong organization, Microsoft Office and Excel proficiency, communication skills, attention to detail, current enrollment in a related degree program, school documentation, NBI Clearance, and completion of at least 350 practicum hours.

The Senior Accountant manages Australian client engagements involving financial statements, tax returns, BAS, IAS, compliance, tax planning, and business advisory services. The role reviews complex accounting work, resolves technical issues, manages client relationships, meets deadlines, and provides guidance, coaching, and leadership support to junior team members. It also contributes to training, workflow coordination, quality standards, and continuous improvement.

Supports the company’s compliance program by monitoring regulations, preparing government reports, maintaining records, coordinating audits, assessing risks, conducting inspections, improving internal controls, and addressing compliance gaps. The role works with regulators, auditors, consultants, legal counsel, and internal stakeholders while supporting compliance training and due diligence activities.

Owns the design, development, deployment, monitoring, and troubleshooting of production data pipelines. Builds Python integrations, consolidates data in PostgreSQL on GCP or AWS, supports document-processing and LLM systems, develops secure APIs, and maintains privacy and access controls for sensitive financial data.

Provides accounting support for Australian clients, including invoicing, accounts payable and receivable, payment processing, reconciliations, payroll assistance, journal entries, financial reporting, BAS preparation, working papers, and fixed asset maintenance. The role requires strong Xero, Australian payroll, GST, Excel, and accounting knowledge, along with current Xero Advisor and Payroll certifications.

Provides first-line technical assistance to users by installing and configuring hardware, software, networks, printers, and peripherals. Diagnoses and resolves IT issues, creates user accounts, performs maintenance, updates, backups, and equipment repairs, and tests new technologies. Documents support tickets, maintains incident records, gathers user feedback, and analyzes reports to improve support processes. Requires strong communication, customer service, problem-solving, and basic IT knowledge.

Administer and support enterprise Microsoft cloud, identity, endpoint, collaboration, and infrastructure platforms. Act as Tier 2/3 escalation for production incidents, perform root cause analysis, manage backups/DR, monitor platform health, automate with PowerShell, and maintain runbooks while collaborating with IT, security, MSPs, and vendors.

Execute and optimize day-to-day paid, owned, and earned digital campaigns; manage campaign builds, landing pages, HubSpot workflows, content calendar, communications, partner coordination, and reporting to drive lead generation and marketing operations.

Prepare and lodge SMSF financial statements and annual returns with the ATO, ensure SIS Act compliance, maintain fund records, prepare BAS and tax calculations, reconcile investments and bank/broker statements for audit, manage GST/PAYG obligations, stay current on legislation, and suggest process improvements and internal training.

Provide administrative and operational support to the CDP portfolio: manage inbox, project financials (timesheets, accruals, invoicing), onboard/offboard resources, maintain project data and governance, support reporting and workforce management, coordinate meetings/workshops, and drive continuous improvement and AI-related initiatives.

Manage day-to-day bookkeeping in Xero including AP/AR, bank and credit card reconciliations, payroll and superannuation reconciliation, assist with BAS/IAS, support month-end reporting, and liaise with clients and team members.

Manage end-to-end client onboarding in financial services, serve as primary client contact, run trainings and engagement activities, gather feedback, resolve issues, and lead newly onboarded frontline team members to ensure smooth onboarding and client satisfaction.

Provide bookkeeping services for Australian clients including accounts payable/receivable, bank reconciliations, payroll support, BAS preparation, journal entries, invoicing, and maintaining vendor/client records using Xero and related tools.

Lead People and Culture strategy, mentor HR team, drive talent acquisition, retention and succession planning, shape inclusive company culture, oversee performance management, L&D, employee relations, ensure labor law compliance, partner with senior leaders and use HR metrics to inform decisions.

Lead a 20–24 person client services team across multiple engagements, drive performance management, coaching, hiring/attrition oversight, client escalations, SLA delivery, training needs analysis, and support team development and transitions.