Finance and Business Performance Lead
| Company | Safe Business Solutions Limted |
| Location | New Plymouth, Taranaki |
| Listed | Mon 26 Oct, 4:58 pm |
| Type | Part time, Permanent |
Part-time: 25 - 30 hours per week
Location: New Plymouth, predominantly office-based
• Do you enjoy combining hands-on finance with analysis and planning?
• Can you turn financial and operational information into useful business insights?
• Would you like to work with an award-winning and growing consultancy?
About SBS
Safe Business Solutions Limited (SBS) is a specialist health and safety, human resources and business support consultancy, with its head office in New Plymouth. SBS works with small, medium and larger corporate clients throughout New Zealand, across all industries, helping them meet their obligations with practical advice and solutions tailored to their businesses. Our work is built on trusted relationships and the values of Integrity, Excellence and Professionalism.
As SBS grows, we are strengthening our finance function so that accurate day-to-day administration is supported by clearer analysis, planning and management reporting. We are looking for someone who can manage day-to-day finances reliably and offer management clear insight into financial performance and forecasts to support informed decisions.
About the Role
Reporting directly to the Managing Director, the role will manage financial administration and develop a connected view of business performance. The role works across Xero, ROLL IQ, Pipedrive and Xero Analytics to analyse financial results, productivity and projects. The role will build on existing reporting, create new reports where needed and improve the information available to management.
Responsibilities include:
• Managing accounts payable and receivable, invoicing, debtors and creditors, reconciliations and payroll.
• Preparing and filing authorised IRD returns, setting up IRD and bank batch payments, and coordinating approvals.
• Maintaining cash-flow forecasts and identifying upcoming funding requirements.
• Analysing financial results, timesheets, productivity and project performance.
• Preparing monthly management reports.
• Maintaining the SBS strategy plan and tracking agreed KPIs and actions.
• Preparing monthly management meeting minutes and following up agreed actions.
• Coordinating insurance, licences, subscriptions, contracts and business records.
• Liaising with the company Accountant, IRD, banks, insurers and suppliers, including reviewing costs and negotiating commercial terms.
About You
You are competent processing transactions and stepping back to understand what they mean for the business. You can spot an inconsistency, investigate its cause and explain a practical response. You organise competing priorities, are proactive and have excellent interpersonal skills – both verbal and written.
You will bring:
• Strong Xero and spreadsheeting skills, with confidence working across business systems.
• Sound judgement, discretion and careful handling of confidential information.
• A great sense of humour!
Experience in a small-to-medium sized or growing business would be valuable. Relevant accounting or business qualifications are desirable, and Chartered Accountant status would be an advantage.
SBS uses Xero, ROLL IQ, Pipedrive, Xero Analytics and other AI tools. You do not need experience with every platform, however you should be willing to learn and use approved AI tools responsibly, checking the accuracy of their outputs.
This is an opportunity to influence how SBS plans, measures performance and improves its operations.
Competitive remuneration will be offered.
Apply
To make a confidential application, please apply with your CV and a cover letter outlining your relevant experience.
Applicants must have New Zealand residency or hold a valid New Zealand work visa.
For a copy of the Position Description, please email hradmin@safebusiness.co.nz
Applications will be reviewed and considered for interview as they are received.
Applications close 5:00pm, Friday 13 November 2026
Location: New Plymouth, predominantly office-based
• Do you enjoy combining hands-on finance with analysis and planning?
• Can you turn financial and operational information into useful business insights?
• Would you like to work with an award-winning and growing consultancy?
About SBS
Safe Business Solutions Limited (SBS) is a specialist health and safety, human resources and business support consultancy, with its head office in New Plymouth. SBS works with small, medium and larger corporate clients throughout New Zealand, across all industries, helping them meet their obligations with practical advice and solutions tailored to their businesses. Our work is built on trusted relationships and the values of Integrity, Excellence and Professionalism.
As SBS grows, we are strengthening our finance function so that accurate day-to-day administration is supported by clearer analysis, planning and management reporting. We are looking for someone who can manage day-to-day finances reliably and offer management clear insight into financial performance and forecasts to support informed decisions.
About the Role
Reporting directly to the Managing Director, the role will manage financial administration and develop a connected view of business performance. The role works across Xero, ROLL IQ, Pipedrive and Xero Analytics to analyse financial results, productivity and projects. The role will build on existing reporting, create new reports where needed and improve the information available to management.
Responsibilities include:
• Managing accounts payable and receivable, invoicing, debtors and creditors, reconciliations and payroll.
• Preparing and filing authorised IRD returns, setting up IRD and bank batch payments, and coordinating approvals.
• Maintaining cash-flow forecasts and identifying upcoming funding requirements.
• Analysing financial results, timesheets, productivity and project performance.
• Preparing monthly management reports.
• Maintaining the SBS strategy plan and tracking agreed KPIs and actions.
• Preparing monthly management meeting minutes and following up agreed actions.
• Coordinating insurance, licences, subscriptions, contracts and business records.
• Liaising with the company Accountant, IRD, banks, insurers and suppliers, including reviewing costs and negotiating commercial terms.
About You
You are competent processing transactions and stepping back to understand what they mean for the business. You can spot an inconsistency, investigate its cause and explain a practical response. You organise competing priorities, are proactive and have excellent interpersonal skills – both verbal and written.
You will bring:
- Proven accounting and payroll experience including GST, reconciliations and month-end processes.
• Strong Xero and spreadsheeting skills, with confidence working across business systems.
• Sound judgement, discretion and careful handling of confidential information.
• A great sense of humour!
Experience in a small-to-medium sized or growing business would be valuable. Relevant accounting or business qualifications are desirable, and Chartered Accountant status would be an advantage.
SBS uses Xero, ROLL IQ, Pipedrive, Xero Analytics and other AI tools. You do not need experience with every platform, however you should be willing to learn and use approved AI tools responsibly, checking the accuracy of their outputs.
This is an opportunity to influence how SBS plans, measures performance and improves its operations.
Competitive remuneration will be offered.
Apply
To make a confidential application, please apply with your CV and a cover letter outlining your relevant experience.
Applicants must have New Zealand residency or hold a valid New Zealand work visa.
For a copy of the Position Description, please email hradmin@safebusiness.co.nz
Applications will be reviewed and considered for interview as they are received.
Applications close 5:00pm, Friday 13 November 2026
