Finance and Operations Lead
Accounting & Finance · Auckland, New Zealand · Full-Time · Discussed at interview · Visa: Ask us
For finance professionals aiming to grow from a pure accounting position into broader business leadership, this Finance and Operations Lead role offers exactly that kind of progression. The employer is a CREST-certified cybersecurity consultancy in Auckland, New Zealand, with a client base spanning New Zealand and Australia.
The scope builds skills that compound over a career: financial control and GST, payroll and people administration, customer success, vendor and licence management, compliance, inter-company management billing and office operations. Your contribution lets the technical specialists concentrate on penetration testing, compliance and managed security delivery. The position is full-time and office based, reporting to the CEO/CISO, with access to sensitive commercial, employee and client information that calls for discretion and accuracy.
A CPA or CA qualification is a prerequisite.
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Key Responsibilities
- Financial control: invoicing and debt follow-up, quotes, cashflow management, and reconciliation of all spending in Xero.
- Tax and compliance reporting: GST returns for the company and a related entity, plus supporting information for the accountants' tax returns.
- Expense management: reimburse employee expenses accurately.
- Client experience: run the customer survey programme during and after projects, hold regular check-ins with subscription clients and send welcome emails to new clients.
- Workforce compliance: verify every employee's working rights, manage the accredited employer application and its maintenance as required, and meet HR regulations including KiwiSaver.
- Employment administration: prepare and manage contracts, and process and approve annual and unpaid leave.
- People and culture: run new-starter inductions and help sustain a culture that celebrates staff.
- Payroll: enrol employees into PayHero and process monthly payroll.
- Vendor management: maintain third-party supplier relationships and understand billing terms.
- Licensing: manage client licences, renewals and change orders, liaising with clients and partners on third-party renewals.
- Delivery support: manage the penetration testing schedule and monitor consultant hours against client SLA hours.
- Certification and safety: maintain CREST certification and ensure Health and Safety and fire compliance.
- Client assurance: complete due-diligence questionnaires and answer non-technical enquiries from clients and prospects.
- Facilities: purchase office food, cleaning supplies and IT equipment, report building issues and order swipe cards.
- Systems: keep client data in ClickUp, Notion and HubSpot current and communicate with clients to sustain satisfaction.
Requirements & Eligibility
- Professional designation required: CPA or CA (CA ANZ or equivalent).
- Proven career history in finance and operations, office management or business support, ideally built within professional services, IT or cybersecurity.
- Hands-on depth in payroll and accounts, from invoicing and cashflow to reconciliation and GST.
- Exposure to HR administration and the NZ employment obligations it involves.
- Proficiency in Xero including GST, and in PayHero or a comparable payroll platform.
- Experience maintaining CRM and workspace tools such as Notion, ClickUp and HubSpot.
- Familiarity with Microsoft licensing and with vendor/partner management is an advantage.
- Working knowledge of NZ employment law, KiwiSaver and immigration/AEWV requirements.
- Grasp of the Health & Safety and Fire compliance obligations a small office carries.
- Awareness of CREST certification requirements adds a strong plus.
- Highly organised and detail-oriented with thorough follow-through; trustworthy and discreet with sensitive client, financial and employee data.
- Strong written and verbal communication, at ease as the first point of contact for clients.
- Able to prioritise across finance, people and client-facing work with a warm, people-first approach that builds and protects team culture.
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Visa guide: New Zealand AEWV: A Planning Guide for Indian Professionals