Current jobs related to Lead Financial Advisor - Geelong, Victoria - beBeeAccountancy
-
Customer Advisor
1 week ago
Geelong, Victoria, Australia Nab Full timeCustomer Advisor - Colac VIC- Job number: 798430- Primary position location: VIC- Geelong & South West region- Category: Banking & Financial Services- Category: Retail/Consumer- Work type: Permanent Part time- Closing at: Feb 7 2025 at 23:55 AEDT**Favourite****Customer Advisor**Your job is just one part of your life. When you bring your ideas, energy, and...
-
Lead Financial Accountant
1 week ago
Geelong, Victoria, Australia beBeeAccountant Full time $120,000 - $155,000Financial Accountant Job OpportunityAbout Us:We are seeking an experienced and driven Financial Accountant to join our Corporate Accounting team. As a key member of the team, you will be responsible for delivering high-quality general accounting services.The Role:You will report directly to the Accounting and Reporting Manager and work closely with the...
-
Senior Director of Financial Operations
1 week ago
Geelong, Victoria, Australia beBeeFinance Full time $180,000 - $250,000Job Title:Sr. Director of Financial OperationsDescriptionWe are seeking a highly accomplished Sr. Director of Financial Operations to lead our finance team and drive strategic growth across multiple business entities.This is an exceptional opportunity for a seasoned finance professional to leverage their expertise in financial planning, budgeting, and...
-
Financial Services Professional
2 weeks ago
Geelong, Victoria, Australia beBeeCustomer Full time $75,000 - $100,000Make a lasting impact in customer relationships and community development as a dedicated Advisor.About YouYou will excel in a dynamic role where you build authentic connections with customers, support their financial growth, and contribute to community achievements.**Key Requirements**:
-
Financial Advisor
2 weeks ago
Geelong, Victoria, Australia beBeeCustomerService Full time $60,000 - $90,000Make a meaningful difference in the lives of others.About this roleWe are seeking an individual who thrives in fast-paced environments, excels at building authentic relationships and takes pride in helping people achieve their financial goals.You will bring:A passion for delivering exceptional customer serviceThe ability to work collaboratively as part of a...
-
Customer Advisor
2 weeks ago
Geelong, Victoria, Australia Nab - National Australia Bank Full time**Work type**: Permanent Full time, Permanent Part time**Location**: VIC- Geelong & South West region- **Kickstart your career in banking with one of the Big 4**:- **Make a genuine difference through the work you do**:- **Work in a collaborative and inclusive team environment****It's more than a career at NAB. It's about more opportunity, more moments to...
-
Financial Services Professionals
2 weeks ago
Geelong, Victoria, Australia beBeeBanking Full time $53,000 - $83,000Job DescriptionWe believe that our customers' financial well-being is at the heart of everything we do. As a Personal Banking Advisor, you will be part of a team that is dedicated to helping individuals make the most of their money.Your role will involve building strong relationships with our customers, understanding their financial goals and aspirations,...
-
Lead Financial Accountant
1 week ago
Geelong, Victoria, Australia beBeeFinancialManager Full time $90,000 - $120,000Role Overview:Manage the financial and management accounting for a commercial portfolio.">ResponsibilitiesPrepare monthly financial reports, manage accruals, reconcile balance sheet, reimbursable expenses, and outgoings. Support budgeting, forecasting, lease administration, and audit processes.Coordinate annual budgets, quarterly income reforecasts, and...
-
Financial Service Expert
2 weeks ago
Geelong, Victoria, Australia beBeeCustomerExperience Full time $50,000 - $75,000Customer AdvisorWe are looking for a dedicated and passionate individual to join our team as a Customer Advisor. This is an exciting opportunity to start your career in financial services and work towards several career pathways.About the Role:In this role, you will be the face of our organisation to the community, working closely with customers to help them...
-
Customer Advisor
2 weeks ago
Geelong, Victoria, Australia Nab Full timeCustomer Advisor - Casual - Geelong & Surrounds- Job number: 797745- Primary position location: Victoria Street, VIC- Geelong & South West region, VIC, Australia, 3220- Category: Banking & Financial Services- Category: Retail/Consumer- Work type: Casual- Opening at: Jan 1 2025 at 06:00 AEDT- Closing at: Jan 9 2025 at 23:55 AEDT**Favourite**- **Ongoing casual...

Lead Financial Advisor
2 weeks ago
We are seeking a skilled Senior Accountant to join our team. As a Senior Accountant, you will play a key role in managing client portfolios across various industries.
This position requires a high level of technical expertise in accounting and tax for complex reports, financial statements, and tax returns.
- Manage multiple client portfolios and deliver exceptional service to clients.
- Provide technical guidance on accounting and tax matters.
- Prepare monthly management reports, cash flow statements, and working papers.
- Support consulting activities, including tax advice.
- Develop and mentor junior team members through coaching and delegation.
To be successful in this role, you will need:
- A Bachelor of Commerce (Accounting) or equivalent undergraduate degree.
- A completed professional certification such as CA, CPA, or equivalent.
- A minimum of 3 years' experience in accounting, with at least 2 years in public practice accounting.
- Experience in professional services is highly desirable.
- Demonstrated exposure to medium and large businesses with multiple entities.
- A strong commitment to self-development and career progression.
- Excellent written and oral communication skills.
- The ability to build strong relationships with internal and external stakeholders.