Total 6 financial advisor job vacancies in Others category in Australia & New Zealand

Valsoft Corporation is looking for an experienced and dynamic Controller to join our team!

The Controller will report to the Portfolio Head of Finance. This individual will coordinate and manage period-end close, budgeting/forecasting, statutory compliance and reporting, integrations of new businesses, and ensure accurate financial reporting and analysis for a portfolio of acquired companies, as well as lead projects impacting their accounting and provide guidance on the more complex accounting issues. 

Here is a little window into our company: Valsoft’s focus is to acquire and grow vertical software businesses that provide mission-critical solutions in their respective niche or market. Since 2015, we have acquired over 100 businesses. Today, Valsoft has over 2,500 employees across 25+ countries. This business model creates a rapid growth environment allowing the acquisition of new companies based on profitable vertical performance.

Our motto is “Be Humble, Stay Hungry.”

What your day will look like:

• Monitor and analyze the performance strategies to identify areas of opportunity and respond with action plans to ensure execution to meet and exceed financial targets.
• Drive the financial planning of the company by analyzing the performance and risks of the portfolio and applying the KPI framework.
• Prepare monthly and quarterly business reviews for portfolio companies that highlight results, remediation plans for underperformers, and strategic initiatives to drive organic growth to the senior management team.
• Build and manage monthly, quarterly, and annual forecasts, and track KPIs.
• Monitor the financial health of the portfolio and ensure positive cash flow.
• Develop strategies to increase return on investment and profitability.
• Maintain high-level interaction with the corporate finance department.
• Actively participate in the processes related to the sale or acquisition of companies.
• Apply Valsoft Finance best practices to all companies within the portfolio.
• Take ownership of all finance-related matters for companies acquired into the portfolio.

Financial Reporting

• Oversee and review accounting tasks, including tax and compliance.
• Own the monthly financial close process for portfolio companies.
• Prepare accurate and timely monthly, quarterly, and annual financial reports.
• Build processes and ensure compliance with corporate policies and reporting requirements. Identify and manage differences between corporate consolidation accounting policies and local statutory reporting requirements.
• Ensure effective financial internal controls and continually evaluate established policies and procedures.
• Optimize internal reporting processes for efficiency.
• Prepare for and support the corporate audit by providing necessary documentation.
• Lead and organize the annual statutory audits and ensure all filings are complete.

Team Leadership and Development

• Set targets for and supervise all accounting and finance personnel as your team grows.
• Provide leadership and develop a high-performing scalable finance team in a decentralized finance environment, fostering a culture of accountability, collaboration, and continuous improvement.
• Train and coach teams to ensure they have the knowledge and resources necessary to be successful.

Financial Systems

• Support Netsuite rollout activities to portfolio companies by ensuring data integrity.
• Conduct situational assessments, identify gaps and opportunities for automation, make recommendations, and direct the implementation of such changes as required to improve financial systems and related processes.

Integration Support

• Develop, identify, and execute financial integration and onboarding plans for new acquisitions in partnership with the business transformation team.
• Integration activities include ERP system implementation, account mapping, rollout of Valsoft reporting requirements, and governance standards.
• Establish and monitor monthly reporting cadence. Review all deliverables for data integrity, quality, and accuracy.
• Identify discrepancies between acquired company accounting policies and Valsoft corporate policies. Remediate discrepancies by revaluing accounts and engineering and implementing go-forward reporting processes.
• Prepare purchase price allocations and ensure the completeness and accuracy of opening balance sheet accounting prepared in accordance with Valsoft accounting policies.
• Calculate and monitor deferred acquisition payment liabilities.
• Create the first bottoms-up forecast in partnership with the acquired business.
• Roll out and apply Valsoft KPI management framework.

• A qualified financial accountant (CPA) with at least a bachelor's degree or above in Business, Accounting, Finance, Economics, or similar is essential.
• 5–8 years of experience in a similar role, including at least 2+ years in team management.
• Ability to manage risks by ensuring that effective and efficient internal controls are in place without compromising operational efficiency and flexibility.
• Extensive knowledge and skill in multiple disciplines to be able to support business integration activities effectively and a capacity to understand and interpret conflicting goals and needs of diverse groups.
• Fast learner and adaptable – excellent time management skills and ability to meet deadlines.
• Working knowledge of Oracle NetSuite ERP (or similar) is considered an asset.
• Ability to visualize efficient processes and implement them.
• Excellent organizational skills and time management.
• Excellent verbal and written communication skills.
• Advanced knowledge of MS Excel.
• Being fluent in the English language, written and verbal, is essential.
• Must be legally authorized to work in Australia.

For information about Valsoft Corporation, please visit our website at www.valsoftcorp.com

We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.

About Ofload and Our Mission

FreightTech is one of the most exciting spaces to be in right now, with the opportunity to transform one of the largest industries. Freight in Australia is a $66  billion market, yet it is analogue and has many inefficiencies: 30% of the time, trucks drive empty. Networks lack transparency, data flows are fragmented, and smaller transport operators face barriers to competing with the big players.

At Ofload, we’re changing how the freight industry operates and bringing it into the digital world. We leverage technology, data, and strategic partnerships to connect a growing roster of blue-chip customers with smaller, highly efficient transport operators. By reducing empty truck miles, improving visibility, and optimising supply chains, we’re driving smarter, greener, and more efficient operations that benefit businesses and the environment.

This isn’t just logistics—it’s FreightTech: a tech-powered transformation of an industry that is the backbone of the economy and touches everyone’s lives.

Why Join Ofload?

Joining Ofload means being part of a high-growth scaleup. It means working alongside motivated, ambitious individuals who are passionate about disrupting the status quo and making a real impact. Our team thrives on challenges, values direct and honest feedback, and is committed to growing together.

We’ve raised over $100M in funding from some of the world's top investors—backers of companies like Canva, Revolut, and HelloFresh. Along the way, we’ve been recognized for our innovation and culture:

• Ranked #1: Deloitte Climate and Sustainability Award 2024 for our pioneering Carbon Analytics Platform
• Ranked #2: AFR BOSS Best Places to Work 2024 in Transport and Construction

At Ofload, we combine the agility of a tech startup with the impact of tackling a massive, real-world problem. If you’re ready to be part of an ambitious team reshaping the freight future, we want to hear from you.

About the role:

We are looking for a hands-on and proactive Senior Financial Accountant who will ensure compliance with accounting standards, timely month-end closing, drive our technical accounting expertise, and support the financial health of Ofload through accurate and timely reporting.

This role oversees revenue and COGS recognition, manage and complete the monthly close process, and reconcile the consolidated balance sheet while collaborating cross-functionally to enhance processes.

What you’ll do:

• Compliance and Technical Expertise:
• Ensure compliance with relevant accounting standards and regulations.
• Assist in drafting technical accounting papers and policies to support complex accounting positions.
• Month-End Close:
• Perform and oversee the monthly close process through the preparation of journal entries and detailed reconciliations.
• Oversee the month-end recognition process for revenue and COGS, ensuring accuracy and adherence to financial standards.
• Balance Sheet Management:
• Manage and reconcile the consolidated balance sheet, maintaining accuracy and consistency across all accounts and ensuring it reflects the true financial position of the company.
• Audit and Tax Coordination:
• Act as a key liaison with external auditors and tax accountants to ensure timely and efficient compliance with statutory obligations.
• Process Improvement and Collaboration:
• Identify and implement process improvements to enhance financial accuracy and efficiency.
• Collaborate cross-functionally to align financial processes with broader organizational goals.

Qualifications and Experience:

• CA/CPA fully qualified.
• Tertiary qualifications in Business, Finance, or Accounting.
• Strong experience in technical accounting treatments, including AASB16, revenue recognition, goodwill & impairment, and share-based payments.

Core Competencies:

• Technical Expertise: Deep understanding of accounting standards and their practical application.
• Analytical: Ability to interpret complex financial data and identify trends or issues.
• Attention to Detail: Meticulous in preparing journals, reconciliations, and technical papers.
• Problem-Solving: Proactively identifies challenges and implements effective solutions.
• Collaboration: Works seamlessly across teams to achieve common goals.
• Process-Oriented: Focused on continuous improvement of systems and processes.
• Communication: Clearly conveys technical concepts to both financial and non-financial stakeholders.

At Ofload we prioritise impact, aptitude and passion, so we’d encourage you to apply if you do not meet all the above criteria. When you apply, please let us know of any reasonable adjustments you may need during the interview process.

More than a job! We look after you through: 

• Flexibility and Wellbeing: Balance your life with hybrid work arrangements, including remote work options and additional leave for volunteering, celebrations, and personal milestones.
• Empowerment and Growth: access to a $500 learning and development budget to put towards your professional growth, in-house workshops & Lunch & Learns; and 
• Our annual Summer Camp offsite

Office Benefits:

• Weekly catered breakfast, monthly team lunch and a number of delicious snacks 
• Morning brew of your choice at our local cafe 
• Quarterly celebrations and team events;
• Table tennis, board games and an office library 

An opportunity has become available for an Employee Relations Manager to partner with business stakeholders and lead workplace investigations and effectively manage disciplinary matters relating to conduct and performance.

Strong problem solving and analytical skills combined with an excellent level of interpersonal and negotiations skills including ability to liaise effectively with diverse stakeholders, build relationships and interact with a wide client base is necessary to succeed in this role.

The Employee Relations Manager will be working alongside the HR team, bringing a practiced approach to sensitive complaints and investigation handling in the ER space. This role will be reporting to the General Manager Human Resource.

Responsibilities & Duties

• To effectively manage all matters and complaints.
• Manage and conduct investigations, this is inclusive of developing investigation and risk plans, securing evidence, interviewing witnesses and drawing objective and fair conclusions, preparing reports and maintaining accurate records.
• Provide employee relations advice, and complaint handling and case management support to senior leaders, line management, human resources, and ideally dealing with employee unions.
• Liaise with diverse stakeholders, build strong relationships and interact effectively with a wide client base.
• Provide high level guidance and influence outcomes.
• Operate strategically in a HR context, exercising high levels of problem solving and analytical skills.

Skills & Experience

• Extensive experience providing employee relations advise and providing case management support to stakeholders at all levels.
• High level interpersonal and negotiations skills.
• Strong problem solving and analytical skills.
• Excellent verbal and written communication skills.
• Demonstrated superior sound judgment and an advanced level of emotional intelligence, especially in relation to dealing with highly sensitive, confidential, and potentially controversial matters with tact, sensitivity, and respect.

What sets us apart?

Crown’s history began when two brothers founded the Company in New Bremen, Ohio (USA) in 1945. Today, the fourth generation of the very same family continues to lead Crown in all of its operations across the globe. Being a family-owned and run business is evidenced by more than 200 employees reaching service milestones in our 20, 25, 30, 35, 40, 45 and 50 year categories in Australia alone, with more than 2,000 employees reaching a 25 year service milestone globally. 

As a Company we want to continue to support our employees to be the best versions of themselves and that’s why, as a Crown employee you get to enjoy:

• A benefits program which gives you access to discounts and cashback from over 400+ retailers nation wide.
• Access to a health and wellbeing platform which supports your Mental, Physical and Financial goals.
• Corporate Rates for Private Health Insurance.
• An inclusive working environment.
• An Employee Assistance Program for confidential counselling with chat, phone and face to face counselling options.

The Company

Crown Equipment is a well-respected global Materials Handling Equipment company which has enjoyed 50 years of success in the Australian market. The Company has operations in all Australian States and territories as well as many regional locations. The Company Brand is well known and respected in the marketplace and is supported by a customer value proposition based on highly skilled staff, quality products, strong service and parts back-up and leading-edge technology. 

As the Financial Analyst, you will play a vital role in the finance team of TMGM Group. Your responsibilities will include analysing financial data, developing management reports to suit various needs, budgets, forecasting financial performance and providing critical financial insights and support to aid decision-making processes. This role offers an excellent opportunity for a detail-oriented individual with experience in financial planning and analysis to further enhance their skills and contribute to the financial success of the organization.

Responsibility

Financial Analysis and Reporting:

• Analyse financial performance across various brands, offices, and jurisdictions, including revenue, expenses, and profitability.
• Prepare management reports and dashboards, providing insights and recommendations to improve financial outcomes.
• Identify trends, opportunities, and risks, and collaborate with stakeholders to streamline processes and enhance efficiency.

Budget and Financial Forecasting:

• Collaborate with cross-functional teams to understand business drivers and provide financial insights. Work with stakeholders to develop operating budgets.
• Monitor budget performance, analyse variances, and provide explanations for budgetary deviations.
• Utilise historical data and market trends to develop accurate financial forecasts. Monitor forecast accuracy and refine forecasting methodologies as needed.
• Support the preparation of financial models for scenario planning and strategic decision-making.

 Communication & Collaboration:

• Communicate effectively with team members and internal stakeholders to ensure smooth, timely and accurate reporting.
• Work closely with team members to ensure quality and timely carry out of team functions.

• Tertiary Degree in Finance, Accounting, Economics, or related field.
• 3+ years of experience in financial planning and analysis or related field. CPA/CA qualification preferred.
• Advanced proficiency in Microsoft Excel is essential. Experience with Power BI is advantageous.
• Excellent written and verbal communication skills. Mandarin fluency is desirable.
• Exposure to AFSL, trading platforms, financial services, or fund management is a plus.
• Proactive attitude and willingness to learn and adapt.
• Ability to work effectively both independently and collaboratively within a team.

Koala’s mission is: Better furniture experiences, designed with the World in mind. Combining customer-centric products, a world-class technology and fulfillment platform, incredible customer service and social good; we are changing the way people buy and enjoy furniture to create happier, healthier habitats.

Why we have this role @ Koala

We are looking for a Financial Accountant who will be responsible for all financial inventory controls and processes at Koala. From reviewing the item receipts and billing, through to cost of sales recognition and stock on hand verification, this role is a critical link between Supply Chain and Finance to ensure that our financial systems can report accurate and timely data to the business for decision making.

Koala is looking for someone who is a challenger, to look at our existing processes globally and introduce best practice systems, automation and efficiencies.

What key responsibilities does this role have @ Koala?

• Oversee inventory financial management in accordance with company guidelines
• Develop and implement improvements to existing operational procedures in order to maximise efficiency and accuracy of inventory on hand and cost of goods sold
• Ownership of cost of goods recognition in line with company accounting policy
• Perform critical inventory tasks to ensure the correct amount and value of items are recorded in stock accurately in the general ledger
• Maintain updated and accurate records of inventory, including transfers and cycle counts
• Review documentation and monitor product codes to search for discrepancies; troubleshoot quantity discrepancies between stock and records
• Track rates of accuracy, purchase and return as well as defective items to inform supply chain and quality control
• Generate financial inventory reports including product profitability; review reports monthly with relevant stakeholders 
• Prepare intercompany invoicing for Global Koala Group 
• Nurture positive relationships with suppliers and provide a highly accountable level of customer service to all stakeholders 
• Month end reporting
• Reconciliation of balance sheet accounts regularly
• Provide insights to the wider finance team and business

Ideal background…

• Previous cost accounting or inventory experience in a manufacturing or retail industry
• Ability to effectively communicate with non-finance staff, including supply chain, logistics and warehouse
• Excellent interpersonal and communication skills, both written and verbal
• Strong attention to detail
• Self-motivated and forward thinking
• Ability to work in a fast-paced environment with multiple stakeholders
• Excellent working knowledge of computer software including Excel/GSheet and other production / costing software and ERP systems (Netsuite experience a bonus)
• Relevant Accounting/Business or Finance degree
• Currently studying for or completed CPA or CA is desirable

Treehouse Perks and Privileges…

Koala is only great when its employees are happy — and we’re one happy bunch! 

• WFB/Hybrid working - We’re mixing it up with a couple of days back in the Alexandria Treehouse (office) and work from bed/home (WFB); we want you to do your best work the way that works for you, including from anywhere on the globe (T&Cs apply)!
• Take a break - Generous time off - volunteer, parental, Koala life leave and more to help keep your work-life balance, balanced. 
• Tuesday lunches, Monthly barbies, socials and stocked kitchen - With an emphasis on healthy, local and organic produce.
• Pet-friendly - The Koala Treehouse is as pet-friendly as they get!
• Surprise & delight - The two-word combo at the core of everything we do. All Koalas can expect to enjoy free Koala products with ‘mates rates’ for your friends and fam. 
• Support & wellbeing - Our employee experience respects and embraces all families, formed, found and evolving. You’ll have access to our Employee Assistance Program, which includes unlimited sessions for financial, work, relationship, family or wellbeing support.
• Accelerate your career - via our Learning Management platform Juno, as well as individual and team growth budgets and dedicated days. 
• Short and long-term incentive plans ensure you benefit as Koala succeeds!  
• Community & connection - We believe that simply doing ‘no harm’ isn’t good enough  So, how are we doing our part? BCorp Certified, WWF Partnership, volunteer days, a member of SoftLanding,  1% and so much more.
• All in all, the Koala Kommunity is a great place to hang out and belong to!

Koalities we look for…

At Koala, we do things a little differently and we don’t shy away from the fact that we expect a lot from our employees! We are ambitious. We are curious. We are selfless. We want you to challenge expectations, always look to make a difference and give us something different from the norm. We want people that bring great energy, that have a long-game focus and are always trying to find new angles and approaches to the way we work. We're a team full of entrepreneurial spirit and have a relentless focus on 'what's next' but while always reviewing 'what's been done' and learning, growing and adapting. We're confident, but NEVER arrogant and we adapt to change like Steve Smith under a short ball.  Honesty and empathy drive everything we do, as well as a total focus on exceeding our customers’ expectations. So if you feel like this could be you... well what the bloody hell are you waiting for? Drop us a line, and let's see what you've got! ;)

There’s no such thing as a ‘perfect’ candidate, Koala is a place where everyone has opportunity. So however you identify and whatever background you bring with you, please apply if this is a role that would make you excited to come into work every day. We’re an equal opportunity employer, and recognize that a diverse workforce is crucial to our success as a business.
To read more, check out our careers, LinkedIn, or the great work we do with Work180.