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Form of workWe 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.
About Company
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
