Elephant Teams

• Design, implement, and scale Elephant Teams' AI capability strategy across the organization. • Establish and lead the Elephant Teams AI Academy. • Build workforce capability, drive AI adoption, and create measurable business impact through productivity improvements. • Facilitate workshops, coaching sessions, onboarding programs, certification assessments, and ongoing learning initiatives tailored to different roles. • Create and maintain the AI Knowledge Hub, Prompt Library, SOPs, templates, workflows, and implementation guides to support continuous learning. • Identify opportunities to streamline workflows and improve operational efficiency using tools such as Zapier, Make, N8N, and AI agents. • Establish AI Champions programs, knowledge-sharing communities, and regular learning forums that encourage collaboration and innovation. • Measure workforce capability, productivity improvements, client outcomes, and provide insights and recommendations to leadership. • Help create innovative solutions that enhance client value and strengthen market differentiation.

• M&A Financial Modelling & Valuation – Develop and maintain sophisticated, dynamic financial models using advanced Excel capabilities. • Transaction Insights & Due Diligence Support – Analyze target company financial data, historical performance, and quality of earnings to prepare accurate financial reports. • Deal Materials & Stakeholder Communication – Create professional PowerPoint presentations, Confidential Information Memorandums (CIMs), pitch books, and board packs. • Business Performance & Corporate Finance Advisory – Evaluate target performance and provide actionable strategic recommendations. • Advisory & Deal Collaboration – Partner closely with clients, operators, and leadership teams across our NDIS and disability services portfolio.

• Analyze performance, develop forecasting models, and provide strategic insights that support growth across our SDA, Disability Services, Community Care, and NDIS businesses. • Work closely with senior leadership to drive informed decision-making and business performance. • Develop and maintain sophisticated financial models using advanced Excel capabilities, including forecasting models, three-way financial models, cash flow projections, and discounted cash flow (DCF) valuations. • Prepare accurate financial reports, month-end analyses, and management dashboards. • Translate complex financial data into clear insights and recommendations. • Create professional PowerPoint presentations, board packs, and reporting materials.

• Settlement Coordination & File Management: Take ownership of active settlement files from signed contract through to settlement. Track finance due dates, building & pest inspections, settlement milestones, and ensure all deadlines are met accurately. • Back-Book & Client Retention Support: Manage ongoing post-settlement client touchpoints, run periodic property valuation reviews for existing clients, and support the team in identifying re-engagement opportunities to drive client retention and repeat business. • Client Success & Communication: Manage client communications throughout the settlement process while maintaining a professional and proactive client experience. Coordinate follow-ups and ongoing client touchpoints post-settlement. • CRM & Workflow Management: Maintain and update workflows across Monday.com and Agent Hub. Ensure client records, settlement updates, and operational tracking boards remain accurate and up to date. • Invoicing & Financial Administration: Generate and issue client invoices at key milestones, track outstanding payments, follow up where required, and maintain accurate records of payment status across active files. • Operational Support & Reporting: Provide structured daily updates, end-of-day summaries, and milestone reporting through Microsoft Teams and internal systems. • Process Improvement & Automation Support: Assist in refining operational workflows, maintaining templates, improving documentation, and supporting CRM automation initiatives as the business scales. • Outbound Calls & Third-Party Coordination: Confidently make outbound calls and liaise with Australian-based third parties (inspectors, agents, brokers, property managers) to schedule appointments, confirm details, and progress files through to settlement.

• Inbox Management: Organize and maintain a clean, well-managed inbox. • Calendar Management: Schedule and coordinate meetings with clear agendas and context. • Proactive Follow-ups: Track ongoing conversations and keep things moving. • Slack & Communication Filtering: Monitor key Slack channels and filter out the noise. • Daily Summaries: Provide clear, structured updates. • General Admin: Support both business and personal admin tasks.

• Organise and maintain a clean, well-managed inbox. • Draft responses, prioritise what needs attention, and handle routine communications end-to-end. • Schedule and coordinate meetings with clear agendas and context. • Track ongoing conversations with team members, clients, and external parties. • Monitor key Slack channels, filter out the noise, and surface only what genuinely requires the founder's attention. • Provide clear, structured updates covering: what has been handled, what is in progress, and what requires a decision or input. • Support both business and personal admin tasks.

• As a Senior Bookkeeper, you will be responsible for end-to-end bookkeeping and payroll, managing client accounts, taxation and ensuring accurate financial reporting. • You will play a key role in delivering excellent client service by helping clients stay compliant and confident in their finances, while also supporting management with timely, reliable reports to guide strategic decision-making. • End-to-end Bookkeeping: You have good practical bookkeeping experience, mainly using Xero, and are confident working within the platform. • Preparation of Financial Statements: You have working knowledge in Australian tax accounting, including assisting with Income Tax Returns and Financial Statements for Companies, Trusts, Individuals, and Partnerships. • Payroll processing: You have a solid understanding of Australian payroll requirements, including Superannuation, payroll tax, and PAYG. • AR & AP processing: You have experience using tools such as Hubdoc and Dext to manage client documents. • Client management: You are organised, able to manage your workload independently, and comfortable communicating directly with clients to obtain required documents and information. • Regulatory Compliance and control: You have experience supporting compliance with Australian accounting standards, assisting with BAS/IAS lodgements, and maintaining accurate and reliable financial records and reports.