Financial Services Professional

7 days ago

Sydney, New South Wales, Australia beBeeTransaction Full time $120,000 - $160,000
About the Role

This position involves building and managing relationships with multiple clients and teams to deliver integrated services. We're seeking an experienced professional with expertise in transaction diligence, mergers and acquisitions, and financial analysis.

Responsibilities include:

  • Analyzing financial results of targets through reviewing diligence findings, conducting interviews with target management, and supporting negotiations with clients throughout the transaction.
  • Collaborating with other service teams to deliver an integrated approach to clients and developing valued relationships with internal contacts and external clients.

The ideal candidate will have experience working with senior stakeholders on multiple engagements and a proven ability to quickly develop and manage relationships.

This role offers opportunities for career growth and development within our expanding team.

Key Skills and Qualifications
  • Experience in transaction diligence or mergers and acquisitions environment.
  • Strong analytical skills and financial acumen.
  • Proven ability to build and maintain relationships with clients and stakeholders.

We are looking for a professional who is passionate about delivering high-quality services and contributing to the success of our clients.

Benefits

Our organization offers a range of benefits to support the well-being and career development of our employees, including opportunities for training and professional growth.

About Us

We're a leading global professional services organization, providing innovative solutions to clients across various industries. Our team is dedicated to delivering exceptional client service and making a positive impact on the communities we serve.

  • Financial Advisory Administration

    3 weeks ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Financial Advisory Administration

    3 weeks ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia First Financial Full time $90,000 - $120,000 per year

    About the roleWe are seeking an experienced Financial Adviser to provide outstanding service and high quality, tailored advice in partnership with accountants and other professionals. This role is to support our continued growth, with an emphasis on strengthening client relationships and supporting great client outcomes. You will be part of a professional,...

  • Financial Planner

    1 week ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial planning Client Service Manager

    2 weeks ago

    Sydney, New South Wales, Australia Delta Financial Grouo Full time $90,000 - $120,000 per year

    3 years minimum experience working for Financial Advisers - those without this experience need not apply Client Service Manager – Boutique Financial Planning Firm Sydney CBD + Hybrid Flexibility | Full-time Perks & Benefits That Set Us ApartCareer progression towards General Manager and Associate Adviser1-1 Career Mentoring from our CEO, GM & CSMModern...

  • Financial Services Professional

    2 weeks ago

    Sydney, New South Wales, Australia beBeeInvestmentBanking Full time $80,000 - $150,000

    Financial Services ProfessionalThe Financial Services Professional plays a crucial role in assisting clients with their financial needs and providing strategic advisory services for mergers, acquisitions, and other complex transactions.Key Responsibilities:Assist in executing business activities related to financial servicesContribute to building the...

  • Financial Assistance Representative

    1 week ago

    Sydney, New South Wales, Australia Volkswagen Financial Services Australia Full time

    Posted: 23/05/2025- Closing Date: 22/06/2025- Job Type: Permanent- Location: 24 Muir Road Chullora 2190- Job Category: PermanentVolkswagen Financial Services Australia is a leading provider of competitive finance and insurance products to over 1200 retailers across Australia representing automotive brands within the Volkswagen Group including: Audi, ŠKODA,...

  • Financial Services Professional

    1 week ago

    Sydney, New South Wales, Australia beBeeExpert Full time $80,000 - $120,000

    Job Title: Financial Services Expert">About the Role:">We are seeking a skilled and motivated professional to join our team as a Financial Services Expert. In this role, you will be responsible for providing expert advice and support to clients in the financial services sector.">Key Responsibilities:">• Conduct market research and analysis to identify...

  • Financial Services Professional

    2 weeks ago

    Sydney, New South Wales, Australia beBeeAccounting Full time $55,000 - $85,000

    Job DescriptionWe are seeking a highly motivated Financial Services Professional to join our team.About the RoleThis is an exciting opportunity for individuals who wish to pursue a career in accounting and taxation. As a Financial Services Professional, you will be responsible for providing exceptional financial services to our clients.Key...

  • Financial Services Professional

    2 weeks ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $60,000 - $90,000

    Job OverviewWe are seeking a dedicated Financial Services Professional to join our Retail Banking team. As the public face of our bank, this role delivers a seamless banking experience to our customers.The successful candidate will have in-depth conversations with customers to understand their financial needs and provide solutions through education and...