Total 1,481 Others/Any financial planner job vacancies in Australia

The Finance team at Lendi Group comprises Financial Control, Business Partnering and Commissions professionals with a common mission to build the leading modern finance team.

The Head of Group Financial Control will report directly to the Chief Financial Officer and be working alongside other members of the Lendi Group Leadership Team.

What you will get to be part of:

• Leading by example as a key member of the Finance leadership team
• Leading the group-wide month-end processes, conducting detailed P&L reviews across all our brands and delivering P&L and BS reporting for the Group
• Responsibility for ensuring the delivery of all our statutory, regulatory and tax reporting obligations in Australia and the Philippines
• Responsibility for delivering the Group’s annual report and interim investor presentations
• Maintaining a robust control environment for all payments and reporting. Role-modelling best practices in risk culture in all our processes
• Maintaining effective working relationships with external auditors
• Contributing to the development of the Group’s operations strategy as part of Lendi Group’s Leadership team
• Supporting the finance business partnering teams to provide stakeholders with comprehensive finance support
• Identifying and implementing opportunities for process improvement, leveraging technology to improve efficiency and controls

• Build a rewarding career in an innovative, fast paced & collaborative environment
• North Sydney location with flexibility of hybrid working environment
• Private health fund for you and your dependents

We are seeking a dynamic and self-motivated Senior Financial Accountant to join our high performing Finance team based in Sydney. This role is responsible for monthly journal entries, month-end accounting and working with treasury to update the cash forecast throughout the month. Assisting with quarterly and year end audit preparations, performing analytical review and other accounting duties as assigned. The ideal candidate would have excellent analytical skills and have strong working knowledge of US GAAP and local GAAP.

Responsibilities:

• Prepare journal entries, schedules and account reconciliations for month-end closing in accordance with corporate deadlines
• Analyse and research monthly trend analysis, balance sheet and income statement account fluctuations and assist with providing explanations for significant or unusual changes in balances
• Participate in the preparation and review of monthly reports/analyses to Management
• Prepare monthly BAS and PAYG
• Review employee expenses and process payments
• Vendor invoices payment and recording
• Prepare and analyse key metrics for the Cash Forecasting process on a weekly basis
• Manage annual external audit complying to GAAP requirements
• Perform work to maintain Internal Audit/SOX compliance
• Complete local statutory compliance requirements
• Assist with special projects and other duties as assigned

Retinue Accounting was founded on the belief that small business accounting support should be customer service focused, proactive and forward-looking, and upfront about fees and charges. Our fixed fee subscription model ensures our clients have peace of mind that we’ll give them the right advice, at the right time, at the right price with no hidden additional costs. 
We're more than a business – we're a team driven by our values and actions. Adaptability, commitment, and humility fuel our client-centered approach. We honour our promises, promote transparency, and move swiftly with purpose. We embrace new challenges, and proactively raise issues with a solutions mindset, knowing it takes a team effort to build a successful business.

Due to our quickly expanding client base, we're looking for Senior Financial Accountants to join our expanding team. If you come from public practice, but are looking for a change that offers flexibility, travel and the ability to manage your own portfolio of clients, then this is the role for you!

Key Responsibilities

• Mentoring mid-level and junior staff through reviewing work, providing clear, concise and supportive feedback within a culture-focused environment
• Preparation and review of monthly management reports, budgets and cash flow forecasts for clients’ businesses
• Explaining the key insights from financial information and management reporting to small business owners, in a clear and simple manner
• Utilising Xero to build dashboards that deliver accurate and timely financial insights 
• Prioritising and handling multiple tasks and jobs effectively, while still maintaining high-quality work
• Being the focal point for all queries and advice from your clients, ensuring they get the support they need from our services
• Developing and maintaining positive relationships with your clients, working with them to achieve their business goals.
• Remaining current on industry trends, changes in regulations and best practices, and effectively communicating this information to clients in a clear and simple manner

Requirements

• Degree qualified with minimum 2-4 years’ experience in public practice
• CPA or CA qualified
• This role can require some travel to our clients businesses. A valid driver's license and access to a vehicle on weekdays is required
• Experience working with small business clients
• Proficiency in Xero and Xero Practice Manager
• Exceptional written and verbal communication skills
• Proven ability to manage a portfolio of clients and review the work of junior staff

Benefits

• $100,000-$120,000 + super (depending on experience) + company mobile + km allowance
• Financial support with any formal studies and industry licenses and registrations
• Yearly overseas holiday for our top performers across the business
• Regular social gatherings, conferences and ongoing engagement activities to support professional development and team building
• Employee and client referral programs, help us grow our business and be rewarded!
• Exceptional professional growth. We are growing quickly and are continually creating new opportunities across the business. This includes management and leadership opportunities, new roles to fit the needs of the business, lateral opportunities etc.

Our Commitment

At Retinue, we believe that diversity, equity, and inclusion are crucial to our success. We recognize that diversity goes beyond race and ethnicity, and includes differences in gender, orientation, age, religion, ability, and more. We strive to create a workplace where everyone feels comfortable being themselves and can fully contribute their talents and skills. We are dedicated to building a workplace that values and respects individuals from all backgrounds and experiences. We welcome and encourage all qualified applicants to apply, regardless of race, ethnicity, gender, sexual orientation, age, religion, ability, or other differences.

Apply now to join our team and contribute to the success of Australian small business!

Retinue Accounting was founded on the belief that small business accounting support should be customer service focused, proactive and forward-looking, and upfront about fees and charges. Our fixed fee subscription model ensures our clients have peace of mind that we’ll give them the right advice, at the right time, at the right price with no hidden additional costs. 
We're more than a business – we're a team driven by our values and actions. Adaptability, commitment, and humility fuel our client-centered approach. We honour our promises, promote transparency, and move swiftly with purpose. We embrace new challenges, and proactively raise issues with a solutions mindset, knowing it takes a team effort to build a successful business.

Due to our exponential growth and quickly expanding client base, we're looking for Senior Financial Accountants to join our team. If you come from public practice but are looking for a more rewarding, client-facing role with a business that prioritises growth, purpose and a values focused culture, then this is the role for you!

Key Responsibilities

• Mentoring mid-level and junior staff through reviewing work, providing clear, concise and supportive feedback within a culture-focused environment
• Preparation and review of monthly management reports, budgets and cash flow forecasts for clients’ businesses
• Explaining the key insights from financial information and management reporting to small business owners, in a clear and simple manner
• Utilising Xero to build dashboards that deliver accurate and timely financial insights 
• Prioritising and handling multiple tasks and jobs effectively, while still maintaining high-quality work
• Being the focal point for all queries and advice from your clients, ensuring they get the support they need from our services
• Developing and maintaining positive relationships with your clients, working with them to achieve their business goals.
• Remaining current on industry trends, changes in regulations and best practices, and effectively communicating this information to clients in a clear and simple manner

Requirements

• Degree qualified with minimum 2-4 years’ experience in public practice
• CPA or CA qualified
• Experience working with small business clients
• Proficiency in Xero and Xero Practice Manager
• Exceptional written and verbal communication skills
• Proven ability to manage a portfolio of clients and review the work of junior staff

Benefits

• $100,000-$120,000 + super (depending on experience) + company mobile + km allowance
• Financial support with any formal studies and industry licenses and registrations
• Yearly overseas holiday for our top performers across the business
• Spacious office space in North Sydney with great amenities (coffee machine, pool table, table tennis), close to public transport, cafes, gyms and retail 
• Regular social gatherings, conferences and ongoing engagement activities to support professional development and team building
• Employee and client referral programs, help us grow our business and be rewarded!
• Exceptional professional growth. We are growing quickly and are continually creating new opportunities across the business. This includes management and leadership opportunities, new roles to fit the needs of the business, lateral opportunities etc.

Our Commitment

At Retinue, we believe that diversity, equity, and inclusion are crucial to our success. We recognize that diversity goes beyond race and ethnicity, and includes differences in gender, orientation, age, religion, ability, and more. We strive to create a workplace where everyone feels comfortable being themselves and can fully contribute their talents and skills. We are dedicated to building a workplace that values and respects individuals from all backgrounds and experiences. We welcome and encourage all qualified applicants to apply, regardless of race, ethnicity, gender, sexual orientation, age, religion, ability, or other differences.

Apply now to join our team and contribute to the success of Australian small business!

Senior Analyst opportunities available in our investment, divisional, planning, forecasting, and group performance reporting teams.  

Now is the time to join a recognised leading Financial Services team in the financial services industry.

Given CommBanks commitment to building a simpler, better bank, we have a number of opportunities at the Senior Associate/Senior Analyst level supporting our financial services teams.

Please note – This is an Expression of Interest; it is still strongly encouraged that you still apply for other roles in our business.

See yourself in our team

The purpose of the roles is to help deliver the strategic agenda for FR&A. This will involve delivering value-adding, insightful reporting and analysis to the Board, CEO, CFO, ELT, Executive General Manager Group Finance, and Group Treasurer, Investment bank, relating to the strategic direction and performance of the Group.

Your responsibilities are varied, ranging from being the key business partner in Group Finance for selected Business Units and Subject Matter Experts, ensuring the successful co-ordination, execution and delivery of the monthly financial dashboards, quarterly trading updates, and semi-annual results for the Profit Announcements, to providing ad-hoc value-add analysis to FR&A’s key stakeholders.

Key duties could include:

• Investment spend forecasts and insights for senior management as well as reporting on the effectiveness and efficiency of the investment portfolio and resources.

• Successful co-ordination, execution and delivery of the Group's monthly “flash” result to the CEO and CFO

• Successful co-ordination, execution and delivery of the monthly financial dashboards to the Executive Leadership Team, CEO and the Board

• Assist in the preparation of external results reporting on the investment portfolio and preparation of Annual Operating Plans and Quarterly Business Review memos.

• Ad hoc analysis of the project delivery workforce and allocation of funding with focus on optimisation

• To provide independent review of strategic equity investments and transactions and advice to the Group CFO

• Engage and partner with stakeholders across various parts of the Group.

Your experience could include:

• Risk Mindset - All CommBank employees are expected to proactively identify and understand, openly discuss and act on current and future risks.

• Strong analytical, problem-solving skills, and commercial acumen

• Excellent communication and stakeholder management

• Exceptional attention to detail

• Advanced MS Excel and PowerPoint skills

• Demonstrated ability to manage multiple deliverables simultaneously.

• Innovative and able to drive results.

• CA/CPA/CFA/ACCA qualified and Big 4 background preferred (could be from a deals, audit or performance reporting background)

What’s next?

Our team is looking to connect with Fina professionals who are interested in being part of a high performing, customer-focused and passionate culture to build a simpler, better bank. We welcome you to express your interest and learn more about current opportunities. We will be in contact with suitable candidates.

We support our people with the flexibility to balance where work is done with at least half their time each month connecting in office. We also have many other flexible working options available including changing start and finish times, part-time arrangements and job share to name a few. Talk to us about how these arrangements might work in the role you are interested in.

"At CommBank we are proud to support flexibility, let's discuss what this means for you"

Express your interest in joining CBA in an FP&A capacity!

Whilst this is an Expression of Interest, we strongly encourage you to still apply for other roles in our business.

Now is the time to join a recognised leading Financial Services team in the financial services industry.

Given CommBanks commitment to building a simpler, better bank, we have a number of opportunities at the Analyst level supporting our Retail Bank, Business Bank and Institutional Banking and Markets.

Analyst roles within the CBA team work closely with senior management and staff across all divisions of the Group. Express your interest today for a role and begin your journey to joining the #commbanklife.

Do work that matters

• Consolidation of monthly revenue and expense information

• Assist with month end processes and submission

• Provide in-depth analysis of various expense items

• Provide timely responses to ad-hoc business request

• Providing a strong control focus including DQ reconciliations

• Develop a strong understanding of your business unit

• Contribute to the budgeting and forecasting process, including liaising with offshore counterparts

• Develop and improve the format, structure and content of management information provided

• Understand and suggest improvements to the data collection and dissemination process

We’re interested in hearing from people who have

• CA / CPA qualification or working towards

• Business related degree (commerce, economics, business, finance, accounting)

• Demonstrated experience in accounting and financial management (e.g. budgeting, forecasting, performance reporting and analysis)

• Well-developed numeracy and analytical skills: identifying key issues, trends and themes

• Strong data analytics, MS Excel and SQL knowledge, highly desirable

• Good commercial acumen and attention to detail

• Understands business drivers to provide genuine business valued output and analysis

• Actively builds relationships within and across business streams, functional areas and regions

• Risk Mindset – All CommBank employees are expected to proactively identify and understand, openly discuss and act on current and future risks.

What’s next?

Our team is looking to connect with Risk professionals who are interested in being part of a high performing, customer-focused and passionate culture to build a simpler, better bank. We welcome you to express your interest and learn more about Finance Analyst opportunities. We will be in contact with suitable candidates.

We support our people with the flexibility to balance where work is done with at least half their time each month connecting in office. We also have many other flexible working options available including changing start and finish times, part-time arrangements and job share to name a few. Talk to us about how these arrangements might work in the role you are interested in.

• Analyse historic data and interpret future demand projections for the purposes of developing service planning documents and projected facility requirements.
• Undertake the consultation for and the development of Health Services Plans, regional and local, and Assumptions Papers underpinning Services Plans.
• Develop Services Delivery Plans.
• Coordination and drafting of Business Cases and other reports as necessary.
• Preparation of Functional Briefs and further develop Models of Care arising from services planning.
• Develop Schedules of Accommodation (spatial requirements) and provide functional relationship diagrams in response to client operational requirements.
• Develop operational procedures briefing documentation.
• Facilitate and document stakeholder/client consultation sessions and issues resolution.
• Make recommendations on necessary code, standards and guidelines requirements.