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We are seeking a skilled Briefings Analyst to join our team and assist in crafting high-quality market-facing narratives. Your role will involve analyzing market trends, gathering insights, and developing compelling content that resonates with our audience. Ideal candidates should possess strong writing skills and the ability to translate complex information into clear narratives. If you are passionate about market communications and have a knack for storytelling, we want to hear from you!

Role Overview

We are hiring a Briefings Analyst (Market Communications) to support the development of high-quality, market-facing narratives across our investment banking and asset platforms. This role is focused on storytelling, positioning, and translating complex assets, strategies, and mandates into clear, compelling communication outputs.

You will work at the interface of clients, principals, and internal teams to shape how assets, transactions, and strategic initiatives are presented to the market. The role prioritizes narrative clarity, coherence, and alignment with client vision over technical financial modelling.


This role ensures that all outward-facing materials accurately reflect strategic intent and are positioned effectively for market engagement.

Key Responsibilities

Develop clear, structured narratives for assets, transactions, and strategic initiatives
Translate complex client inputs into coherent, market-ready briefing materials
Work directly with clients and principals to capture vision, positioning, and messaging intent
Shape market-facing documents including teasers, summaries, profiles, and release materials
Ensure consistency of tone, structure, and messaging across all communications
Interpret asset-level information and reframe it into accessible, compelling formats
Align all outputs with client objectives, audience expectations, and market context

Required Profile

Strong background in marketing, communications, journalism, or strategic content development
Demonstrated capability in storytelling, narrative construction, and structured writing
Ability to understand complex subject matter and translate it into clear communication
Experience working with clients or stakeholders in shaping messaging and positioning
High attention to detail with strong editorial discipline
Exposure to investment, corporate, or asset environments is beneficial but not required

Expected Deliverables

Market-facing briefs and narrative summaries
Asset positioning documents and profiles
Client-aligned communication materials for external use
Structured briefing packs for market engagement and distribution

Role Positioning

This role is responsible for how assets and strategies are communicated externally. It ensures that all materials are clear, aligned, and effectively positioned, enabling clients and internal teams to engage the market with consistency and confidence.

• Describe your recent experience with similar projects

🚨 Hiring Expert Canadian Bookkeeping & Tax Team (Xero + CRA + T2 Specialists)

Job Description:
We are a fast-growing accounting firm based in Canada, and we are looking to partner with a highly experienced bookkeeping & tax team that can handle full-cycle accounting for Canadian businesses.

This is NOT for individuals — we are specifically looking for a team that can scale, manage multiple accounts, and deliver high-quality, audit-ready work.

🔍 What We Need

Your team must be experienced in:

Full-cycle Canadian bookkeeping
Extracting and converting PDF bank/credit card statements
Accurate data entry + reconciliation in Xero
Preparing clean, audit-ready financials
Managing multiple clients at once
🇨🇦 Canadian Tax Expertise (Required)

You must have strong knowledge of:

T1 Personal Tax Return filings
T2 Corporate Tax Return filings (PRIMARY FOCUS)
T4 Statement of Remuneration Paid (payroll)
T5 Statement of Investment Income
GST/HST filings and compliance
Navigating and communicating with the Canada Revenue Agency
Handling CRA notices, audits, and client correspondence
⚙️ Responsibilities
Extract and process client financial data from PDFs
Perform monthly/annual bookkeeping in Xero
Reconcile all accounts (bank, credit cards, loans)
Prepare financial reports (P&L, Balance Sheet, etc.)
File corporate and personal taxes
Assist with CRA-related issues when required
Maintain accuracy and fast turnaround times
💰 Compensation Structure

We are looking for a long-term partnership.

Option 1: Commission-Based

Earn 10% per account
Our accounts range between $2,000 – $5,000
High volume potential = strong earning opportunity

Option 2: Base + Commission

Guaranteed monthly base: $2,000 – $3,000 CAD (based on experience/team size)
PLUS performance-based incentives
✅ Ideal Team
Proven experience with Canadian accounting & tax
Strong Xero expertise
Has an existing team (bookkeepers + tax preparers)
Able to handle multiple clients simultaneously
Detail-oriented and deadline-driven
Strong communication and responsiveness
🚫 Do NOT Apply If:
You are an individual freelancer (we need a team)
You do not have Canadian tax experience
You are not familiar with CRA processes
You cannot work in Xero at an expert level
📩 To Apply:

Please include:

Overview of your team structure
Your experience with Canadian clients
Confirmation of Xero expertise

We are seeking an experienced SAP B1 Bookkeeping and Accounting Expert to manage our financial records and ensure accurate reporting. The ideal candidate should have a deep understanding of SAP Business One and previous experience in bookkeeping, financial reporting, and accounting practices. Responsibilities include managing accounts payable/receivable, reconciling bank statements, and generating financial reports. Strong analytical skills and attention to detail are essential. If you have a proven track record in SAP B1 and can help enhance our financial processes, we invite you to apply.

Overview
We need a QuickBooks expert to clean up our and structure financials and invoice system. Transitioning from excel-based to QB based, so that we can stay on top of receivables, and clearly see revenue and margins by service type.

Scope
* Review and clean transactions
* Create process for invoicing repeat customers on a per-project based relationship
* Create/standardize Chart of Accounts:
* Revenue: Paper, E-Voting, Hybrid
* COGS: Printing, Postage, Direct Labor
* OpEx: Marketing, Software, Admin
* Reclassify transactions into correct categories
* Produce:
* Monthly P&L (last 12 months)
* Gross margin by service type
* Simple KPI summary (revenue, margin, avg per client)
* Set up a monthly reporting template going forward

Success Criteria
* Clean, accurate P&L
* Clear visibility into margins by service type
* Repeatable monthly reporting process
* SOP for financial processes

Requirements
* Strong QuickBooks Online experience
* Experience with service-based or job-costing businesses
* Ability to work quickly and explain decisions

Nice to Have
* Experience preparing books for diligence / acquisition
* Familiarity with SaaS or hybrid service models

Timeline & Budget
* 1–2 weeks cleanup
* Optional ongoing monthly support

I am seeking a tutor to guide me in earning money. The ideal candidate will have experience in financial literacy and entrepreneurship, and be able to provide practical advice on how to increase income. The tutor should be able to communicate effectively and have a strong understanding of various methods for earning money.

I’ve recently launched a new accounting & tax business and built a fresh website. I’m now looking to get started with marketing support.

I set business profiles on LinkedIn, Instagram, and Facebook, but they currently have no content. At this stage, I don’t need ongoing weekly posting. Just help setting up the profiles properly and creating a small number of high-quality, tailored content pieces to get things started.

My main focus will likely be on Google and Website SEO for lead generation, but I’m open to your recommendations based on your experience.

I’d appreciate your suggestions on the best approach and how you can help.

NB. I'm based in Sydney and the targeting Australian Market, or worldwide for whom wants to expand the business in Australia.

1. Project Snapshot

We need a hyper-organized Executive Assistant to tame calendars, coordinate client touchpoints, and keep high-profile private-equity and broader set of clients in check

2. About Us

We’re a nimble AI-strategy boutique serving marquee PE firms. Our vibe: consulting-grade polish, startup agility, and ruthless respect for people’s time. We operate under four pillars, consulting, platform and will eventually have a venture studio and fund.

3. Role Overview
• Own the team’s calendar and guard focus time
• Orchestrate internal and client meetings end-to-end
• Track action items so nothing slips through the cracks
• Act as right hand for light research, docs, and slide prep

4. Core Responsibilities
• Schedule, reschedule, and confirm meetings with zero clashes
• Draft and triage emails; maintain tidy inbox folders
• Create agendas, take notes, and circulate follow-ups
• Coordinate with client counterparts and internal team leads
• Maintain task tracker and chase down open items
• Prepare basic PowerPoint updates when needed
• Manage travel holds and expense receipts

5. Must-Have Skills & Experience
• Experience as executive or project assistant
• Mastery of Google Calendar, Gmail, and Zoom
• High responsiveness during US business hours
• Proven knack for prioritization and detail accuracy
• Clear, professional written English

• High proficiency in sharepoint, expense management and willingness to work with AI, including Claude etc

6. Nice-to-Haves
• PowerPoint formatting and slide storytelling
• GenAI tools to draft emails or summarize calls
• Familiarity with private-equity / finance terminology
• Basic copy-editing or ghost-writing chops

7. Logistics

Start as Fixed-term contract or hourly contract. Can start at 50% commitment, but has very clear path to full time hire, with competitive pay and benefits.

8. Need: immediate

Operating CEO / Scale-Up CEO
Roofing Platform Scaling into Home Services

We are looking for a proven Operating CEO / Scale-Up CEO to help lead and professionalise a fast-moving roofing business being built into a broader home services platform across Australia.

The immediate mandate is roofing.

The longer-term platform may expand into HVAC, plumbing, electrical and other home services through organic growth, acquisitions, operating systems, offshore leverage, AI-assisted workflows and private-equity-style discipline.

This is not a traditional corporate CEO role. It is also not a passive advisory role.

We need someone who has already helped scale a founder-led service, trades, construction, subcontractor, facilities, home services or multi-site operating business. Ideally, you have operated in or around a business that reached at least $20m–$30m+ in annual revenue, and you understand what breaks when a business moves from founder-led hustle into structured management.

This is not a first-rodeo role.

We are looking for someone who has done the work, made the hard calls, carried commercial responsibility, managed difficult people, built operating discipline and can point to measurable business growth they helped create.

The right person will be able to turn founder energy into operating cadence: weekly priorities, accountable owners, simple dashboards, sales discipline, margin control, subcontractor accountability, offshore team leverage and practical execution.

They must also be comfortable challenging a strong founder respectfully and directly. We are not looking for a yes-person. We are looking for someone with enough operating authority, pattern recognition and commercial confidence to say what needs to be said, then drive the business forward.

Core Requirement

The CEO must understand:

Sales-led business growth
Roofing, home services, trades, construction, subcontractor or field-service delivery
Founder-led businesses moving into structured management
Delegation and accountability
Offshore team management
KPI-driven management
Job profitability and gross margin discipline
Cash flow, debtor control, WIP and working capital pressure
M&A and acquisition integration
Private-equity-style operating models
Systems, dashboards and reporting
AI-assisted operations
Building a scalable business model, not just improving one branch

The strongest candidates will have personally led, scaled, integrated or professionalised a messy operating business before.

Applicants who have only advised businesses, coached founders or sat outside the operating seat are unlikely to be suitable unless they can show direct operating impact.

First Mandate: Roofing

The first job is to professionalise, systemise and scale the roofing model.

The broader group may expand into HVAC, plumbing, electrical and other home services, but the CEO’s immediate focus will be to help build a roofing business that can scale.

That means improving the operating model around:

Lead flow
Speed to lead
Quoting discipline
Quote turnaround time
Close rates
Average job value
Gross margin
Labour and subcontractor performance
Job completion cycle time
Rework
Customer reviews
Referral flow
Debtor days
Cash conversion
Management accountability

The CEO does not need to personally perform every task. The role is to set the rhythm, assign owners, hold people accountable and make sure the business keeps moving.

How the Role Works

This is likely to begin as a fractional, sprint-based role, not necessarily full-time from day one.

The CEO will work in short, focused execution sprints, such as:

30-day sprint
60-day sprint
90-day sprint

Each sprint should have:

Clear outcomes
Assigned owners
Measurable deliverables
Simple reporting
Weekly accountability
Blockers identified and removed
Unfinished tasks pushed to resolution

The CEO is not expected to do everything personally.

The role is to:

Set direction
Break priorities into clear action
Delegate to team members
Hold people accountable
Review progress
Remove blockers
Improve systems
Push the business towards scale
Bring founder-led activity into a disciplined operating rhythm
Leadership and Founder Fit

This business is founder-led and fast-moving.

The successful CEO must be comfortable operating with a strong founder, incomplete systems, imperfect data and competing priorities.

You must be able to bring discipline without creating bureaucracy.

You must be able to challenge without creating theatre.

You must be able to move quickly without making the business chaotic.

We need someone who can say:

This is the priority.
This is not the priority.
This person owns it.
This is the number that matters.
This is where margin is leaking.
This is where sales discipline is slipping.
This is what needs to be fixed this week.
This is what can wait.
This is what the founder should stop doing.
This is what must now be delegated.

The right person will be respected because they have genuinely done it before.

Culture Index Requirement

The successful applicant must be willing to complete a Culture Index assessment as part of the recruitment process.

We want to use Culture Index to better understand:

Natural leadership style
Sales drive
Decision-making profile
Delegation style
Pressure tolerance
Accountability style
Fit for a fast-moving founder-led environment
Whether the person is a builder, operator, strategist or maintainer

This is important because this role needs the right behavioural fit, not just a strong résumé.

AI Literacy Is Required

The CEO does not need to be a programmer, but they must be AI literate.

They must be comfortable using and managing workflows involving:

ChatGPT
Claude
AI agents
Monday.com
GHL
ServiceM8
Xero
Reporting dashboards
AI-assisted delegation
AI-assisted documentation
AI-assisted KPI review

AI is not a gimmick in this business. It is part of the operating model.

The right CEO will understand how to use AI to improve speed, documentation, reporting, delegation and management visibility without losing basic business discipline.

Old-School Business Discipline Still Matters

We do not want someone who only talks about AI.

The CEO must still understand basic business fundamentals:

Sales solves many problems
Cash flow matters
Gross margin matters
Job profitability matters
People need accountability
Contractors need management
Follow-up wins deals
Reporting must be simple
Systems must be used daily
Culture beats theory
Execution beats strategy documents
Revenue growth is not the same as profitable growth

The right person will combine old-school commercial discipline with modern AI leverage.

Key Responsibilities
Leadership and Accountability
Run weekly leadership check-ins
Set priorities for the team
Convert founder ideas into executable priorities
Hold managers and team members accountable
Keep the team focused on revenue, margin and execution
Build a high-performance operating rhythm
Identify weak links in people, process or reporting
Push unresolved matters to closure
Sales and Revenue Discipline
Review lead flow, quotes, close rates and follow-up
Improve speed-to-lead and quote turnaround
Make sure sales activity is not slipping
Install simple sales KPIs across the roofing business
Support future KPI structures for HVAC, plumbing and other home services
Improve visibility over pipeline, conversion and lost opportunities
Create accountability around sales activity and sales outcomes
Financial and Commercial Control
Review gross margin by job type
Identify margin leakage
Improve job profitability visibility
Strengthen debtor and cash collection discipline
Monitor WIP and job completion cycle time
Help distinguish profitable growth from vanity revenue
Support cleaner reporting for future capital, acquisition or PE readiness
Delegation and Sprint Execution
Convert big ideas into short sprints
Assign owners
Track completion
Review progress
Escalate blockers
Make sure work does not sit dead in the system
Push the team towards practical execution
Use offshore and onshore resources appropriately
Systems and Reporting
Improve use of Monday.com, GHL, ServiceM8, Xero and dashboards
Help simplify reporting so management can see what is happening
Create clear operating visibility across sales, operations, finance and delivery
Make systems part of daily management, not optional administration
Use AI-assisted workflows where they improve speed and accountability
M&A and Platform Expansion
Support expansion from roofing into HVAC, plumbing, electrical and other home services
Help assess acquisition opportunities
Support integration planning after acquisitions
Help acquired businesses plug into a shared operating system
Standardise KPIs, reporting, sales discipline, finance cadence, people structure and management accountability
Prepare the business for future capital partners, acquisition activity or private-equity-style exit
Ideal Person

The ideal person is:

Commercially sharp
Sales-aware
Strong with accountability
Comfortable with founders
Experienced in service businesses
Experienced in trades, construction, home services, subcontractor or field-service models
Experienced with offshore teams
Able to delegate clearly
Financially literate
AI literate
Comfortable with fast change
Comfortable challenging people directly
Not precious about job titles
Able to work with imperfect systems and improve them quickly
Able to move between strategy and execution
Strong enough to say no, but practical enough to keep momentum
Not Suitable For

This role is not for someone who:

Needs a large corporate structure around them
Only wants to advise but not drive execution
Has never operated inside a messy founder-led business
Has not carried meaningful commercial responsibility
Is weak on sales
Is weak on cash, margin or financial discipline
Avoids difficult conversations
Cannot manage offshore teams
Is not comfortable with AI
Overcomplicates simple operating issues
Wants long strategy documents instead of action
Talks about scale but has not lived the operational mess of scale
Wants authority without accountability
Short Upwork Version

We are looking for a proven Operating CEO / Scale-Up CEO to help professionalise and scale a roofing business into a broader home services platform across Australia.

The immediate mandate is roofing. The longer-term platform may expand into HVAC, plumbing, electrical and other home services through organic growth, acquisitions, offshore leverage, AI-assisted workflows and private-equity-style operating discipline.

This is not a passive advisory role and not a first-rodeo role. We need someone who has already helped scale, operate, integrate or professionalise a founder-led service, trades, construction, subcontractor, home services or multi-site operating business. Ideally, you have operated in or around a business that reached at least $20m–$30m+ in annual revenue.

You must understand sales-led growth, quoting discipline, gross margin, cash flow, job profitability, subcontractor management, offshore teams, KPI reporting, systems, dashboards and M&A integration.

The role will likely begin as a fractional, sprint-based engagement, with clear 30/60/90-day outcomes. You will not be expected to do everything yourself. Your job is to set direction, assign owners, delegate clearly, hold people accountable, remove blockers and turn founder-led activity into a disciplined operating rhythm.

You must be comfortable challenging a strong founder respectfully and directly. We are not looking for a yes-person. We are looking for someone with enough commercial authority and pattern recognition to say what needs to be said and then drive execution.

You must also be AI literate and comfortable working with tools such as ChatGPT, Claude, Monday.com, GHL, ServiceM8, Xero, dashboards and AI-assisted workflows.

All serious applicants must be willing to complete a Culture Index assessment as part of the process so we can assess leadership style, sales drive, decision-making profile, delegation style, pressure tolerance and fit for a fast-moving founder-led environment.

Application Questions
Have you worked as a CEO, COO, GM, Managing Director, Operating Partner or senior operator before?
What is the largest service, trades, construction, subcontractor, home services, facilities or field-service business you have personally helped operate or scale by annual revenue?
Have you personally operated in or around a business that reached $20m–$30m+ in annual revenue? If yes, what was your role?
Have you carried direct P&L responsibility? If yes, for what approximate revenue, gross margin, headcount and business type?
Have you scaled a business through the $5m, $10m, $20m or $30m revenue stages? What broke at each stage?
Have you worked in roofing, HVAC, plumbing, electrical, construction, trades, home services, subcontractor management or field-service delivery?
Have you worked in a founder-led business? What did you find most difficult about that environment?
Tell us about a time you had to challenge a founder, owner, CEO or dominant business leader. What happened?
What would you look at in the first 14 days of a roofing business?
What are the first five KPIs you would install in a sales-led roofing business?
How would you assess whether a roofing business has a sales problem, an operations problem, a margin problem or a people problem?
Have you worked with offshore teams? What work do you believe should be offshore, what should stay onshore, and what should never be delegated offshore?
Have you personally integrated an acquired business after completion? If yes, what went wrong first and how did you fix it?
Have you worked with businesses preparing for capital raising, acquisition or private equity sale?
What would your 30/60/90-day sprint structure look like for a messy founder-led roofing business?
What is your preferred operating cadence for a fast-moving business: daily, weekly and monthly?
What systems have you used to manage sales, operations, finance, dashboards, field teams or accountability?
How do you currently use AI in your own workflow?
Are you comfortable using tools such as ChatGPT, Claude, Monday.com, GHL, ServiceM8, Xero, dashboards and AI-assisted workflows?
Are you comfortable completing a Culture Index assessment as part of the recruitment process?
Are you stronger in sales, operations, finance, people leadership, M&A integration or systems? Please rank your top three.
What type of founder or business owner do you work best with?
What would make you walk away from this role?
Why are you the right person for a business that needs a proven operating CEO, not a consultant or first-time scale-up adviser?

Project Overview:
We are a high-end financial media brand producing deep-dive "Financial Reality Checks." Our content focuses on the brutal math behind mortgages, interest rates, compounding fees, and life-trade-off calculators. We utilize a "Vintage Luxury" aesthetic—minimalist, authoritative, and sophisticated.

The Role:
We are looking for a Motion Graphics Architect who can turn dry spreadsheets into cinematic, high-retention documentaries. You will be responsible for building custom animated calculators and data visualizations that help viewers visualize their financial future.

Key Responsibilities:

Edit two 20-minute financial documentaries per week.

Animate complex "Reality Check" tables and compounding interest graphs from scratch.

Design minimalist, data-heavy infographics using our signature "Old Money" color palette.

Integrate AI-generated cinematic B-roll and execute professional sound design (foley/ambient scores).

Technical Requirements:

Expert After Effects Proficiency: You must be able to animate numbers, charts, and graphs with fluid, professional easing.

Financial Literacy: You should understand basic concepts (Principal vs. Interest, APY, Inflation) to ensure data accuracy in your animations.

Visual Style: You prefer "Clean & Sophisticated" over "Loud & Bright." You understand how to use white space and premium typography.

Hardware: You must have a high-performance workstation (32GB+ RAM) capable of rendering complex 4K data layers.

Job Title: Finance Automation Specialist (Microsoft + QuickBooks Integration)
Overview
We are a Uganda-based investment and venture-building platform (operating across multiple entities) seeking a Finance Automation Specialist to design and implement automated workflows across our bookkeeping and accounting processes.
The goal is to:
• Reduce manual data entry
• Improve accuracy and auditability
• Create clean, scalable systems as we grow
This is a project-based role with potential for ongoing support.
________________________________________
Scope of Work
1. Contractor Invoice Intake System (High Priority)
Design and implement a structured invoice submission and processing workflow.
Tools: Microsoft Forms, Power Automate, SharePoint, QuickBooks Online (QBO)
Deliverables:
• Microsoft Form for contractor invoice submission:
o Name
o Amount
o Project / entity
o Invoice upload
• Power Automate workflow to:
o Save submissions and attachments to SharePoint (organized folder structure)
o Trigger approval workflow (manager approval)
o Prepare or push approved invoices into QBO as Accounts Payable
• Basic validation rules (required fields, formatting)
• Clear documentation of the process
________________________________________
2. Bank / Financial Statements Automation
Automate collection and storage of financial records.
Sources include:
• Bank statements (via email – e.g., Stanbic)
• URA (tax documents come via email)
• Xente (or similar fintech tools – explore automated reporting options)
Deliverables:
• Outlook + Power Automate workflow to:
o Detect incoming emails with attachments
o Save attachments to SharePoint
o Rename files using structured naming convention (e.g., Date_Account)
o Notify finance/admin team
• Organized SharePoint folder structure by:
o Entity
o Account
o Month
• Recommendations for integrating or automating Xente weekly reports
________________________________________
3. Expense Requisition & Approval Workflow
Build an internal expense request and approval system.
Tools: Microsoft Forms / Microsoft Teams + Power Automate
Deliverables:
• Replace existing Google Form with Microsoft Form
• Design requisition form (fields such as):
o Requestor
o Amount
o Purpose
o Project/entity
• Approval workflow:
o Manager approval step
o Optional second-level approval
• Tracking system:
o Status visibility (pending, approved, rejected)
o Change tracking / audit trail
• Automated reminders for pending approvals and payments
________________________________________
4. Reconciliation Process Design (Semi-Automated)
Improve and partially automate reconciliation workflows.
Context:
• QuickBooks Online is used
• Bank (e.g., Stanbic) is not directly integrated
Deliverables:
• Design a reconciliation workflow that includes:
o Importing bank data into QBO
o Use of QBO auto-matching features
• Create a monthly reconciliation report template, including:
o Matched vs unmatched transactions
o Exceptions / discrepancies
• Recommend automation options where possible
• Provide a clear SOP for:
o Monthly reconciliation process
o Issue escalation to accountant
________________________________________
Expected Outputs / Deliverables
• Fully functional automated workflows (not just concepts)
• Clean, well-organized SharePoint structure
• Documentation:
o Step-by-step SOPs
o Process diagrams (where helpful)
________________________________________
Training & Handover (Critical Deliverable)
The contractor must ensure the finance team can independently operate the system.
1. Live Training Session
• Conduct a walkthrough of all workflows:
o Invoice intake
o Expense approvals
o Document automation
o Reconciliation process
• Session must be recorded
________________________________________
2. Loom Video Training Package
Provide a structured set of Loom videos covering:
• System overview (how everything connects)
• Contractor invoice workflow
• Expense requisition & approvals
• Bank/document automation
• Reconciliation process
• Admin/editing guide (how to modify forms and flows)
• Troubleshooting common issues
Requirements:
• Videos must be clearly labeled and organized
• Use real or sample data
• Be understandable by a non-technical finance team
• Include practical guidance on what to do when things break
________________________________________
3. Final Outcome
Success =
👉 The finance team can fully operate, maintain, and troubleshoot the system without ongoing external support
________________________________________
Ideal Candidate Profile
Required:
• Strong experience with:
o Microsoft Forms
o Power Automate
o SharePoint
• Experience integrating with QuickBooks Online
• Solid understanding of:
o Accounts payable
o Reconciliation
o Approval workflows
Preferred:
• Experience building finance automation systems for SMEs or funds
• Familiarity with multi-entity or project-based accounting
• Experience in emerging markets / African context
________________________________________
Project Timeline
• Phase 1 (Invoice + Bank automation): 1–2 weeks
• Phase 2 (Approvals + Reconciliation + Training): 1–2 weeks
________________________________________
How to Apply
Please include:
1. Examples of similar workflows you have built
2. Tools used (especially Microsoft stack + QBO)
3. Brief approach to this project
4. Estimated timeline
________________________________________
Success Criteria
• Reduction in manual data entry
• Clear audit trail for all transactions
• Timely approvals and payments
• Structured and repeatable monthly reconciliation process
• Finance team fully trained and independent

AUSTRALIAN BASED FREELANCERS CONSIDERED ONLY - DO NOT APPLY IF YOU ARE NOT IN AUSTRALIA

Project Overview:

Greenlight Fleet Services is a Sydney-based vehicle procurement and concierge buying service. We aren't a car dealership; we act as a "buyer's agent" for cars. Our core value proposition is simple: we help private buyers, business fleet owners, and novated lease customers source vehicles via a structured dealer tender process, while protecting the client relationships of our referral partners (finance brokers, accountants, and advisers).

We are looking for a professional B2B outreach specialist to help us expand our referral partner network.

Scope of Work:

Outreach: Proactively contact finance brokers, mortgage brokers, accountants, and wealth advisers and any businesses that have a fleet of more than 3 cars to introduce Greenlight as their vehicle procurement partner.

Value-Add Pitch: Explain our model: we handle the vehicle sourcing, pricing, and delivery, which allows the broker to keep their client "front and center" for finance, preventing dealership finance interference.

Pipeline Management: Manage (potentially curate your own list) a clean list of prospects, record call outcomes, and nurture potential partners through to a scheduled introduction or discovery call with me.

Quality First: We value professional, consultative communication over "spammy" or aggressive sales tactics. You will be representing our brand, so maintaining a premium, helpful, and trustworthy tone is critical.

Key Requirements:

Proven experience in B2B cold calling, appointment setting, or partner acquisition.

Understanding of the Australian professional services or finance sector.

Ability to grasp the "broker pain points" (we help brokers stop the dealership from "stealing" their finance deal).

High level of professional written and verbal English.

Self-motivated and capable of working independently.

Why this role?
You will be working directly with the founder to build out a critical growth channel for an established, reputable business. We have clear processes, a defined value proposition, and a strong referral model ready for you to pitch.

How to Apply:
Please include a brief cover letter explaining:

Your experience in B2B lead generation or partnership building.

Your familiarity with the Australian finance or broker market.

An example of how you approach a "first touch" conversation with a busy professional (e.g., an accountant or broker).

Confirmation of your availability (hours per week).

We are looking for a certified bookkeeper with extensive experience in QuickBooks and Buildium. The ideal candidate will manage our financial records, prepare monthly reports, and ensure compliance with applicable regulations. You should be detail-oriented, organized, and able to work independently. Proven experience with the mentioned software is essential for this role. If you have a strong grasp of bookkeeping principles and can handle multiple tasks efficiently, we’d love to hear from you!