Description:
SUCCESSION PLUS PTY LTDWe played a critical role in countless business sales and M&As, acting as an adviser to buy-side and sell-side clients. Supporting our B2B advisory services is a growing suite of digital tools to support accountants, advisers and consultants in levelling up their own business. Due to increased workload, we are now seeking a competent Financial Analyst to work with our existing team.
BenefitsSalary and other benefits will be discussed during interview.
Task & Responsibilities- Analyze the client's financial data, including verifying, classifying, and interpreting Profit and Loss reports and Balance Sheets.
- Prepare Business Insight Reports based on financial data analysis, present these reports to senior management, and communicate insight to the wider business.
- Perform financial statement reconciliations to ensure the accounts are processed properly.
- Work with different analytics software and databases to provide quality Financial Modelling and Analysis as well as Market Research.
- Analyze and suggest budgets and normalization to the clients.
- Monitor and apply marketplace trends, microeconomic factors, and demographics to better assist the clients in the exit planning process.
- Develop financial models and provide accurate financial forecasts.
- Develop initiatives and policies that may provide actionable insights.
- Assistance in the preparation of financial statements.
- Communicate with clients and advisors for information verification in person, by phone, or by email.
- CA/CPA Qualification.
- Proven experience with financial modelling through Excel with large datasets.
- Advanced Excel skills with large datasets.
- Financial reporting and analysis experience.
- Strong analytical skills, high attention to detail.
- Personality is key - someone coachable and hungry to learn.
Founded by CPA Craig West, Succession Plus offers specialist strategic advisory services to SME owners through every stage of business. So far, our Five-Stage Exit Strategy has helped 700+ business owners maximise the value of their business and achieve a successful exit.
Salary: $70000-75000
Job Publish: 27-03-2024
Job Expire: 26-04-2024