Plan Management Finance Officer

Plan Management Finance Officer

KD Plan Management | Full-Time Position

Make a Difference Every Day

At KD Plan Management, we are passionate about helping NDIS participants make the most of their funding while delivering exceptional customer service and support. Our goal is to empower participants by providing efficient, accurate, and personalised plan management services.

We are seeking an enthusiastic and motivated Plan Management Finance Officer to join our growing team. This role is a key point of contact for participants, providers, and support coordinators, helping ensure a seamless and positive experience for everyone involved.

If you enjoy helping people, have a strong eye for detail, and take pride in delivering outstanding customer service, we'd love to hear from you.

About the Role

As a Plan Management Finance Officer, you will play a vital role in managing participants' NDIS funding accurately and efficiently. You will support participants throughout their NDIS journey, process invoices and payments, and build positive relationships with providers and support coordinators.

Key Responsibilities

• Review invoices and service agreements in accordance with NDIS requirements and participant plans
• Process invoices accurately and efficiently
• Respond to enquiries from participants, providers, and support coordinators via phone and email
• Liaise with providers to clarify invoice and service agreement details when required
• Support new participants through the onboarding process
• Maintain accurate participant records and documentation
• Provide professional, friendly support and assist participants in understanding the plan management process
• Contribute to continuous improvement of internal processes and participant experiences

About You

You are someone who is passionate about helping others and committed to delivering exceptional service. You have excellent attention to detail, enjoy working with numbers, and thrive in a supportive team environment.

Skills and Experience

• Strong customer service focus with a genuine desire to help people
• Excellent written and verbal communication skills
• Highly organised with strong attention to detail
• Ability to manage competing priorities while maintaining accuracy
• Strong problem-solving skills and initiative
• Confidence using Microsoft Outlook, Excel, and learning new software systems
• Ability to work collaboratively as part of a team
• Previous experience in Plan Management and knowledge of Entiprius software is highly regarded but not essential
• Certificate IV in Bookkeeping and Accounting is desirable but not essential

Compliance Requirements

• Current Paid Blue Card (or willingness to obtain)
• Current NDIS Worker Screening Clearance (or willingness to obtain)

Why Join KD Plan Management?

At KD Plan Management, we value our team and the important work they do every day.

We offer:

• Competitive hourly rate based on skills and experience
• RDO once a month
• A supportive, collaborative, and friendly team environment
• Comprehensive training and ongoing professional development
• Meaningful work that positively impacts the lives of people living with disability
• An opportunity to grow your skills in a rewarding and purpose-driven industry
• A workplace where your contribution is genuinely valued and recognised

Apply Now

If you're looking for a rewarding role where you can combine your administration, finance, and customer service skills to make a real difference in people's lives, we'd love to hear from you.

Join KD Plan Management and help us empower NDIS participants to achieve their goals every day.

Phone Enquiries

Paul Chapman: 0460 966 078

Darelene Johannesen: 0409 870 245

Pay: $30.00 – $40.00 per hour

Work Location: In person