Corporate Financial Strategist

1 week ago

Sydney, New South Wales, Australia Kennedy Reid Full time
Join Our Sydney-Based Tax and Advisory Firm as a Corporate Financial Analyst

We are thrilled to represent Kennedy Reid, a prestigious firm based in the heart of Sydney's CBD. With an exceptional team of dedicated professionals, we offer cutting-edge solutions to our clients. The firm comprises five partners and approximately 40 staff locally, complemented by offshore contractors.

We are seeking an experienced corporate financial analyst to work closely with our Associate Director. This is an excellent opportunity for you to join our rapidly growing firm that prioritizes training and culture – weekly training sessions and comprehensive onboarding and mentorship.

Your New Role

As a Corporate Financial Strategist, you will be responsible for providing expert financial analysis, reporting, and decision-making support. Your key responsibilities include:

  • Financial Statement Mastery: Develop a deep understanding of the intricate relationship between Profit & Loss, Balance Sheet, and Cash Flows.
  • Excel Expertise: Utilize advanced Microsoft Excel functions to drive insightful financial analysis and simplify model calculations.
  • Informed Decision-making: Conduct comprehensive research on industries, companies, and transactions to support strategic choices.
  • Compelling Reports: Craft tailored reports that showcase your exceptional writing skills and resonate with diverse audiences.
  • Project Management: Efficiently manage projects, time, and stakeholders for smooth execution and successful outcomes.

You will have the opportunity to apply sound valuation theory, including FME, DCF, and asset valuations, for mergers and acquisitions. Additionally, you will engage in clear and aligned communication with stakeholders at all levels.

What You Need to Succeed

To excel in this role, you will require:

  • Experience: 2-3 years in corporate finance, audit, or related fields, showcasing industry knowledge.
  • Qualifications: CA qualification or currently pursuing CA certification, with a bachelor's degree in accounting/Finance or similar.
  • Skills and Knowledge: Strong knowledge of accounting concepts and principles, advanced analytical and numerical skills.

You should possess excellent verbal and written communication skills for conveying complex concepts, proficiency in Excel, MS Word, Outlook, and Xero, and be highly organized, self-motivated, with a high standard of presentation and strong attention to detail.

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