Financial Expert

1 week ago


Sydney, New South Wales, Australia beBeeFundAccountant Full time $104,874 - $164,588
Senior Fund Accountant Role Overview

The team responsible for fund administration provides accurate client service, including unit pricing, accounting, reporting, and tax administrative services. This team interacts with various managers and teams within the operations division.

Key Responsibilities:
  • Verify and review work of fund accountants to ensure accurate and quality reporting in line with SLA targets.
  • Generate regulatory, statutory, unit pricing reports, accounting reports, tax reports, and resolve client and interdepartmental issues.
  • Calculate and/or perform first-level review in relation to Tax Services, including BAS/GST, distributions, taxable income computations, and tax returns on behalf of clients.
Technical and Behavioral Competencies:
  • Experience in fund accounting, unit pricing, and a good understanding of tax services.
  • Technical accounting ability, knowledge of fund accounting, unit pricing, reporting, and tax-related operational risk and compliance requirements.
  • Systems experience and understanding of hi-portfolio, p-control unit pricing system, and MS word & Excel.
  • Accountability, attention to detail, client focus, commitment, change management, communication, individual leadership, innovation, responsiveness, risk awareness, and team orientation.

The successful candidate will have an inquisitive mindset, good time management skills, sound numeracy and analytical ability, and management capabilities to enable a collaborative and supportive approach to mentoring fund accountants.


  • Financial Expert

    7 days ago


    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

    Job Title: Financial ExpertWe are seeking a highly skilled and detail-oriented individual to fill the position of Financial Expert. This role requires strong analytical skills, excellent communication abilities, and experience in financial planning and analysis.About the Role:This is an exciting opportunity for individuals who enjoy working with numbers and...

  • Financial Expert

    7 days ago


    Sydney, New South Wales, Australia beBeeExpertise Full time $140,000 - $180,000

    Financial Expert RoleWe are seeking two passionate professionals to join our leading intra-fund advice team.About the OpportunityDelivering high-quality intra-fund and retirement guidance via phoneBuilding strong relationships with clients and referral sourcesBreaking down complex financial concepts into clear, actionable adviceCollaborating with a...


  • Sydney, New South Wales, Australia Chatham Financial Full time

    Join to apply for the Associate, Financial Risk Advisory role at Chatham Financial2 days ago Be among the first 25 applicantsJoin to apply for the Associate, Financial Risk Advisory role at Chatham FinancialGet AI-powered advice on this job and more exclusive features.OverviewWe don't simply hire employees. We invest in them. When you work at Chatham, we...


  • Sydney, New South Wales, Australia Chatham Financial Full time

    Join to apply for the Associate, Financial Risk Advisory role at Chatham Financial2 days ago Be among the first 25 applicantsJoin to apply for the Associate, Financial Risk Advisory role at Chatham FinancialGet AI-powered advice on this job and more exclusive features.OverviewWe don't simply hire employees. We invest in them. When you work at Chatham, we...

  • Financial Expert

    2 weeks ago


    Sydney, New South Wales, Australia beBeeFinancial Full time $98,765 - $123,456

    As a financial expert, you will play a crucial role in bridging the gap between finance and sales. This position provides financial and commercial support to drive business growth.Main ResponsibilitiesCollaborate with sales leaders to manage profit and loss statements, forecasting revenue and related costs.Manage monthly close and forecasting for revenue and...

  • Financial Expert

    4 days ago


    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $140,000

    Job Title: Financial ExpertWe seek a highly skilled professional to analyze financial data and develop forecasts, budgets, and financial models.The ideal candidate should be analytical, detail-oriented, and possess excellent communication and decision-making skills.Analyze financial performance and develop strategic plans to improve financial...

  • Financial Expert

    1 week ago


    Sydney, New South Wales, Australia beBeeFinancialExpert Full time $120,000 - $170,000

    Job OverviewThe Financial Expert will report to the Finance Director and work within a high-performing finance team. The role focuses on developing financial plans for Support at Home, utilizing expert financial skills while providing strategic support across the organisation.Key Responsibilities:Prepare financial reports and forecastsAnalyse financial data...

  • Financial Expert

    2 weeks ago


    Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $120,000

    Job Title: Financial ExpertStandards Australia seeks an accomplished professional to assume key financial analysis responsibilities.Key Responsibilities:Deliver comprehensive financial analyses to inform organisational decision-makingAutomate and manage a suite of reports to meet diverse business needsProvide actionable insights and recommendations to...

  • Financial Expert

    1 week ago


    Sydney, New South Wales, Australia beBeeFinance Full time $99,338 - $110,271

    Job OverviewThe NSW Health is seeking a highly skilled Finance Analyst to join its Budget and Reporting team in Haymarket. The successful candidate will be responsible for undertaking a range of activities around financial analysis, budgeting, and forecasting.About the RoleKey Responsibilities:Undertake a range of activities around financial analysis,...

  • Financial Expert

    7 days ago


    Sydney, New South Wales, Australia beBeeCustomerService Full time $90,000 - $110,000

    As a banking expert, you will play a pivotal role in delivering an exceptional customer experience.Key ResponsibilitiesYou will engage with customers to understand their financial needs and preferences.Conduct comprehensive assessments to identify areas for improvement and provide personalized solutions.Educate customers on our financial products and...