Job Title: NDIS Claims Assistant

Employment Type: Full-time
Location: Bankstown, NSW
Reports To: Finance Manager / CEO

Position Summary

We are seeking a detail-oriented and proactive NDIS Claims assistant to manage financial operations related to the National Disability Insurance Scheme (NDIS). This role is critical in ensuring the accuracy, timeliness, and compliance of all claim and reconciliation activities.

You will collaborate closely with the Finance department and operational staff to ensure all NDIS-related financial processes meet organisational and regulatory standards. Your work will directly support internal stakeholders by streamlining claims processing, maintaining financial records, and delivering clear financial reporting.

Key Responsibilities

Review weekly timesheets and prepare NDIS claim values per participant in accordance with signed service agreements.

Create, process, and lodge weekly NDIS claims/invoices, including reconciliation activities

Reconcile Agency-managed claims against NDIS remittance advice.

Investigate and resolve claim discrepancies in collaboration with relevant stakeholders

Perform month-end reviews, reconciliations, and reporting to the finance manager.

Ensure timely and accurate completion of all required financial reporting

Maintain financial records including accounts payable/receivable, payroll, and general ledger

Manage payroll preparation and expense tracking

Reconcile bank statements and monitor cash flow

Prepare monthly financial reports and assist with budgeting and forecasting

Ensure compliance with NDIS financial regulations and audit requirements

Liaise with internal and external stakeholders regarding financial matters

Uphold confidentiality and data integrity in all financial transactions

Skills & Capabilities

2–3 years’ experience in finance or accounts roles, ideally within disability services or an NDIS environment

Strong understanding of NDIS operational and financial processes

Proven ability to manage data accuracy and perform financial reconciliations

High attention to detail and a proactive problem-solving approach

Strong collaboration and communication skills across teams

Proficiency in Microsoft Excel and financial software systems

In-depth knowledge of NDIS pricing and billing processes

Extensive Xero expertise (non-negotiable)

Strong end-to-end payroll management experience

Effective time management and organisational skills

Understanding of Australian accounting standards and tax regulations

Qualifications & Experience

Certificate IV or higher in Bookkeeping, Accounting, or a related field

Minimum 2 years of experience in bookkeeping or finance, preferably within the NDIS or healthcare sector

Experience with NDIS claims and compliance is highly desirable