Financial Analyst

Bourke Group is hiring, and we are looking for a full-time Financial Analyst to join our Operations team.

Bourke Group provides full service financial management for high-net-worth families and operating businesses. We are a firm that prefers to have a small number of highly engaged clients, allowing our team of experienced advisers (CFO, FC, Bookkeepers, Tax, Analysts, wealth advisers) to invest more time with clients, untimely providing better outcomes. 

Our seasoned team of financial experts brings a wealth of experience from diverse backgrounds, including CFO and Finance Controller roles in both public and private sectors. With a proven track record of managing complex financial projects, we excel in delivering results that exceed expectations.

At Bourke Group, we leverage top-tier talent, technology, and deep industry knowledge to provide tailored solutions for our clients. Whether it's optimizing financial operations, strategic wealth management, or executing large-scale initiatives, we are dedicated to driving transformative change that underpins the clients financial success.

About the role As a Financial Analyst at Bourke Group, you will report to the Chief Financial Officer & multiple people in the senior leadership team. Requires a high-level of collaboration with internal stakeholders (Operations team, Partners, Directors) 

Your responsibilities will include:

Financial Planning and Analysis (FP&A):

• Developing and maintaining robust financial models to support business planning and forecasting.
• Collaborating closely with the line of business to develop comprehensive budgets and forecasts.
• Conducting in-depth analysis of financial performance and trends, providing valuable insights to senior management.
• Working with department heads to develop comprehensive budgets and forecasts.
• Providing commercial advice to the senior management team to support informed decision-making.
• Effectively presenting financial information to stakeholders, including executives and board members.
• Building cash flow and liquidity models to ensure stakeholders can provide accurate and timely advice that impacts day-to-day operations and strategic initiatives for clients. 
• Identifying and mitigating risks related to cash management. Through insight modelling and data analytics. 
• Proactively driving continuous improvement in the financial reporting and control cycle.

About you If you resonate with our culture, we encourage you to apply for a role with us. We are seeking a Financial Analyst with a minimum of 4 years' experience in a financial role, with preference given to those in the professional services industry.

Essential:

• Strong financial and data analysis capabilities, including financial modelling skills for comprehensive business performance analysis and forecasting, cash flow monitoring, and projection.
• Strong technical knowledge and understanding of accounting principles and financial reporting regulations.
• Familiarity with financial reporting and tax software (Xero mandatory).
• Excellent communication skills, with the ability to effectively present information to senior management and other stakeholders.
• Strong analytical and problem-solving skills.

Preferred skills:

• 3 plus years’ experience with Mondano excel financial modelling suite is desired.  
• 3 plus years with SQL &/Or data visualisation & consolidation experience is desirable. 

  Qualifications:

• Bachelor’s degree in accounting/commerce or a related field.

Bourke Group is an equal opportunity employer committed to inclusion and diversity. Our recruitment process focuses on essential skills and abilities that attract, develop, and retain diverse talent.

Bourke Group provides equitable access to employment opportunities and welcomes applicants from various backgrounds and experiences, including Aboriginal and Torres Strait Islander peoples, individuals from culturally and linguistically diverse (CALD) backgrounds, LGBTI individuals, and people with disabilities, as diversity and inclusion drive our success.

Bourke Group boasts an exceptional team of professionals, and we encourage you to consider applying for this role. If you resonate with our culture but find the role not an exact fit, please follow our LinkedIn page for future opportunities.