Senior Financial Accountant

About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The opportunity

Our Finance team is at the heart of Netwealth’s growth story, shaping strategy, driving performance and ensuring we meet the highest standards of governance. With major transformation projects underway, including ERP implementation and process automation, this is an exciting time to join a team that is modernising finance and building a foundation for scale.

We’re looking for a strong Senior Financial Accountant who wants more than just month-end. In this role, you’ll have exposure to executive decision-making, complex technical accounting challenges and opportunities to influence how we operate. You’ll partner across the business, contribute to strategic initiatives and play a key role in delivering accurate, insightful reporting that underpins Netwealth’s success.

Key responsibilities include:

- Manage month-end, half-year and year-end close for assigned entities, including consolidations, journals, reconciliations and variance analysis.

- Prepare consolidated financial statements, statutory accounts and reporting in line with AASB/IFRS, ASX and emerging sustainability standards, and deliver monthly CFO reporting packs with clear commentary.

- Research and apply accounting standards, draft technical papers and contribute to group accounting policy development.

- Lead external audits and ensure compliance with AFSL financial requirements, APRA reporting obligations and other statutory requirements.

- Prepare corporate tax accounting and BAS, and coordinate with external advisers on tax matters.

- Drive process improvements and support ERP implementation by documenting requirements, testing modules and designing workflows.

About you

As an experienced Senior Financial Accountant, you are passionate about delivering accurate, timely reporting and enabling informed decision-making. Your skills include:

- CPA or CA qualified.

- Bachelor’s degree in Accounting, Commerce, Finance or a related field.

- 5+ years’ accounting experience, ideally in an ASX-listed or financial services environment, ideally experience in funds management or superannuation.

- Strong technical knowledge of AASB/IFRS, consolidations and statutory reporting.

- Proven ability to manage audits and regulatory compliance (AFSL, APRA).

- Excellent time management and ability to prioritise multiple requests in a fast-paced environment.

- Strong communication skills and ability to build relationships across the business.

- A positive, collaborative attitude, curiosity to learn.

Life At Netwealth

At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we.

We’re committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We’re proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180.

We’re big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health, wellbeing, and personal development, including:

- Family-friendly support: Paid parental leave and a fully funded school holiday program

- Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts, and financial wellbeing services

- A vibrant culture: Social events, trivia nights, and corporate sports

- Employee Resource Groups: LGBTQIA+, DAWN (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group

- Community impact: Paid volunteering and our Netwealth Impact Group

Apply now

We’re proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It’s one of our core values. We’re committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing, and cultural initiatives. We’re also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work.

If you're excited about this opportunity but don’t meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

Please contact us at people@netwealth.com.au for reasonable adjustments during the recruitment process.

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