Financial Planning Expert
7 days ago
Financial Planning Expert Opportunity
We are seeking an experienced Financial Planning Expert to join our team at Longreach Recruitment. The ideal candidate will possess excellent analytical skills and the ability to provide financial guidance to our clients.
The successful candidate will be responsible for:
- Financial planning and analysis to support business growth
- Auditing of daily credit and debits to ensure accurate financial records
- Assisting in preparing short and long-term operating budgets, cash forecasts, and measuring business performance against budgets and forecasts
This is a permanent, full-time role based in our offices in Balcatta, and the successful candidate will work closely with our outsourced Accountant to deliver high-quality financial solutions.
About the Role
The Financial Planning Expert will be responsible for:
- Liaising with Directors in relation to financial queries and preparing, analyzing, and distributing monthly financial reports
- Ensuring transaction workpapers and EOM deadlines are met to the highest standard
- Assisting the companies contracted accountant with Year End financial, lodgement of BAS, and other statutory/taxation obligations
Requirements
The successful candidate will possess:
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to work in a collaborative team environment
- Highly developed attention to detail and organizational skills
- Experience in financial planning and analysis
How to Apply
For more information, please contact Amelia Beaumont on 0400 578 444 or amelia@longreachrecruitment.com.au.
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