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Mergers and Acquisitions Financial Analyst

2 weeks ago

Melbourne, Victoria, Australia beBeeMerger Full time $80,000 - $120,000

Financial Analysis Role in Mergers & Acquisitions

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We are seeking an experienced Financial Analyst to join our team in a high-impact M&A role. The ideal candidate will have a strong background in financial analysis, accounting, or corporate finance, with the ability to analyze and model financials of aged care and retirement living portfolios.


Key Responsibilities:
  • Analyse and model financials of Aged Care & Retirement Living portfolios
  • Support sales staff with pricing insights and attend client meetings
  • Prepare marketing reports and investor-grade information memorandums
  • Coordinate due diligence through virtual data rooms
  • Conduct site inspections and assist in portfolio valuations
  • Maintain CRM and internal sales databases

Required Skills and Qualifications:
  • 3+ years' experience in financial analysis, accounting, or corporate finance
  • Strong financial literacy (balance sheets, modelling, reporting)
  • Proficiency in Excel, Word & data platforms
  • Exceptional communication and stakeholder engagement skills
  • Interest or experience in M&A, transactions, or sales advisory

Benefits:
  • Market leader with 30+ years in specialist M&A
  • Career progression into sales or advisory
  • Direct exposure to senior executives, operators & investors
  • Grow in a values-driven, collaborative culture

About the Opportunity:
This is a unique opportunity to join a small, highly effective group and contribute to shaping the future of aged care and retirement living. If you are a motivated and results-driven individual looking for a challenging role, we encourage you to apply.