Financial Planning Specialist

1 week ago

Sydney, New South Wales, Australia beBeeAccountant Full time $180,000 - $250,000
Job Title: Financial Planning Specialist

Overview:

This role involves working on monthly, quarterly and annual financial accounts, as well as related tax returns. Key responsibilities include budgeting, forecasting, monitoring and reporting.

The ideal candidate will possess strong interpersonal skills, including relationship building and business acumen.

  • Prepare a full suite of financial and management accounts for multiple entities
  • Form close relationships with stakeholders both locally and internationally
  • Contribute to the development and evolution of the accounting team
  • Participate in ongoing improvements to team capabilities

Requirements:

  • Relevant degree and postgraduate qualification (e.g. Certified Practising Accountant)
  • Experience in financial reporting practices and tax compliance matters
  • Strong Microsoft Excel skills
  • Desirable experience in financial markets accounting
  • Excellent stakeholder management and communication skills
  • Ability to manage projects and meet deadlines
  • Minimum three years' experience in financial and management reporting
  • Current data analysis and reporting skills

What's in it for you:

  • A flat organizational structure allowing for meaningful impact and ownership
  • Private healthcare and gym allowances, plus wellness initiatives
  • Additional leave entitlements
  • Fully stocked kitchen and regular social events
  • Matched donations and corporate discounts

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