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Business Advisory Senior


  • Modern, advisory focused firm with a rapidly growing client base
  • Utilising the latest in accounting software and technology  
  • Mid-tier firm with multiple offices
  • Superb training program with significant funding
  • Fun and social culture

Client Details
 
The firm has multiple partners from Big 4 backgrounds who can offer a wealth of experience to both clients and their staff. With an impressive client base consisting of HNWIs, SMEs and very large businesses. The firm particularly excels in high-level Business Advisory & Commercial Analysis in addition to specialist tax advice and general Business Services for medium to large companies. The firm also offers a personalised and goal-orientated service to a growing client base comprised of start-ups requiring business growth advice and various value-add initiatives including software solutions. Clients receive a consultative approach to their business needs and all staff are given the opportunity to be client facing. 

The firm boasts a well-respected leadership team who are empowering and inspirational as leaders. Their teams benefit from one-on-one mentoring from Managers and Partners in addition to formal structured training and paid courses in Sydney ensuring that all staff are able to offer a high-quality service.
 
The firm offers a fun and energetic culture with an innovative approach to staff engagement and office moral. Be part of a happy firm with regular team events and an impressive social calendar. 


Job Description
 
This role would suit a Senior accountant looking to focus on more business advisory / CFO advisory work.
  • Assisting Lead Advisers with M&A, valuations and capital raising
  • Financial modelling and forecasting
  • Financial investigations and due diligence
  • Provide strategic advisory services centred around business performance
  • Researching, analysing and interpreting data
  • Attending board meetings, board reporting and corporate governance
  • Demonstrate a strong understanding of SME tax and accounting requirements across a range of industries
  • Prepare tax and compliance work to review stage
  • Assist with the preparation of other client work and technical advice as requested
  • Assist with off-site client engagements as required
  • Managing client relationships
  • Assist with the development of existing and potential business opportunities 

 
Ideal Candidate
 
In order to be successful in this role you must have a driven, positive attitude and a relationship based approach to client servicing. An ability to think "outside the box" and a strong passion for helping business to thrive is a must.
 
Key requirements include:
  • CA/CPA qualified
  • 4+ years experience in a chartered firm
  • Desire to learn and develop skills in value-add
  • Ability to build rapport with clients
  • Strong analysis skills 
  • Experience reviewing work 

Please contact Kate Stephenson on 0434 529 723 for more information or email KateStephenson@future-you.com.au